Insurance Placement Specialist- Commercial Middle

Insurance Placement Specialist – Commercial Middle Large

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About Acrisure

A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting‑edge technology and top‑tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services, and more. In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19 000 colleagues in more than 20 countries.

Acrisure was built on entrepreneurial spirit and prioritizes leadership, accountability, and collaboration.

Job Summary

Acrisure is seeking a Placement Specialist to join our growing team. The individual in this role will be responsible for managing and executing key components of the new business and renewal processes for insurance accounts, including overseeing timelines, conducting exposure analysis, preparing quote specifications, negotiating coverage terms, and presenting comprehensive proposals to clients. The role requires close collaboration with Client Advisors, Account Service Teams, and carrier partners to ensure high‑quality service delivery and seamless communication.

Responsibilities

• Timeline & Process Management:
  Maintain timeline and process during new business and renewal processes, including exposure analysis, quote specifications, coverage offer negotiation, and proposal preparation and presentation.
• Communication:
  Communicate effectively within the team environment, including Client Advisors, Account Service Team, and markets.
• Policy Review & Recommendations:
  Review insurance policies and contracts and make recommendations for improvement.
• Submission Preparation:
  Prepare property and casualty insurance submissions for new business prospects and renewing accounts, including insurance specifications, application submissions, loss summaries, prospect profiles, and exposure schedules.
• Data Analysis:
  Analyze Excel spreadsheets of prospect client exposure and/or loss data, and develop financial models of loss‑sensitive programs when necessary.
• Market Relationships:
  Maintain familiarity and working relationships with various insurance companies and wholesalers.
• Confidentiality:
  Handle confidential and non‑routine information.
• Carrier Systems and Comparative Rating Tools:
  Rate policies in carrier systems to assist in quoting and proposal development.
• Licensing Compliance:
  Abide by and maintain all licensing requirements, including continuing education.
• Professional Development:
  Attend seminars, company meetings, carrier events and educational activities to improve job expertise and product knowledge.
• Coverage Analysis & Strategy:
  Perform coverage gap analysis and deliver strategic coverage recommendations tailored to each client’s specific risk profile.
• Project Work:
  Work independently and within a team on special and non‑recurring and ongoing projects.
• Risk Resource Engagement:
  Identify opportunities to engage Risk Resources for specialized expertise and partner with them to deliver tailored solutions for complex client needs.

Requirements

• Strong organizational skills and ability to handle multiple tasks and prioritize work.
• Demonstrated flexibility and adaptability to changing priorities and deadlines.
• Strong attention to detail to ensure document accuracy.
• Able to work effectively in a team environment with strong customer service skills.
• Experience with a broker/agent, including marketing large middle‑market accounts to carriers; excellent knowledge of the markets.
• Strong knowledge of all basic applicable insurance coverages.
• Proficient in creating proposal presentation documents.

Education and Experience

• 3–5 years relevant insurance experience required, emphasizing middle‑to‑large market placements.
• Excellent phone etiquette, written and verbal communication, presentation and interpersonal skills.
• Able to work with minimum supervision and accept directions given assignments.
• Proficient with MS Office products, especially Excel and…