Commercial Optimization Lead (Mid-Atlantic Platform)

About Acrisure

Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients.

We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.

Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 billion in revenue in just over ten years.

Our culture is defined by our entrepreneurial spirit and all that comes with it : innovation, client centricity and an indomitable will to win.

Job Summary :

A member of the Commercial Lines Placement Team, the Commercial Optimization Lead, will be responsible for premium optimization for select commercial new and renewal business.

They will facilitate the placement of accounts and serve as a liaison for insurance carrier relationship management. This position is also responsible for carrying the organization’s reputation and professional manner of conducting business into dealing with customers, carriers and colleagues.

Responsibilities :

Understand growth goals with each Strategic Carrier Partners (SCPs) as well as Wholesure and the Big 3

Review expiration reports 120 days in advance and work with producers and service team to determine which accounts will be marketed to SCPs

Participate in renewal meetings to discuss marketing strategy for upcoming renewals

Facilitate the placement of accounts with Strategic Carrier Partners by determining which SCPs accounts will be marketed to and work with the Commercial Placement Specialist to ensure the submission is sent to them

Oversee potential book rolls to SCPs or Wholesure within the region and work with the carriers

Responsible for Wholesale Swap within Auris

Partner with Director of General / Select Commercial and Commercial Placement Team Lead to approve commercial new business accounts

Working closely with all Placement Specialists for any issues that they need help with

Maintain a high degree of familiarity and working relationship with various insurance companies, with a specific focus on Strategic Carrier Partners

Work with liaisons to keep staff apprised of insurance company products, website capabilities, contacts information, etc

Attend seminars, company meetings, or educational activities needed to improve overall job expertise and product knowledge

Work independently and within a team on special and nonrecurring and ongoing projects

Handle confidential and non-routine information

Abide by and maintain all licensing requirements, including continuing education