Insurance Placement Specialist- Commercial Middle

Insurance Placement Specialist
- Commercial Middle Large

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.

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. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible.

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. This includes 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, and negotiation of coverage offers, and preparation and presentation of coverage proposals.
• Communication:
  Communicate effectively within the team environment, inclusive of the Client Advisors and Account Service Team, as well as with markets.
• Policy Review & Recommendations:
  Review policies and contracts and make recommendations for improvement.
• Submission Preparation:
  Prepare property and casualty insurance submissions for new business prospects and renewing accounts.
• Data Analysis:
  Analyze prospect client exposure and loss data, developing 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.
• Professional Development:
  Attend seminars, company meetings, carrier events and educational activities to improve expertise and product knowledge.
• Coverage Analysis & Strategy:
  Perform coverage gap analysis and deliver strategic coverage recommendations tailored to each client’s risk profile.
• Project Work:
  Work independently and within a team on special and nonrecurring 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 as required.

Education and Experience

• 3-5 years relevant insurance experience required, with an emphasis on middle-to-large market placements.
• Excellent phone etiquette, written and verbal communication, presentation and interpersonal skills.
• Able to work with minimum supervision; able to accept directions given assignments.
• Proficient with MS Office Products, Placement including a high knowledge of Excel and Word.
• Experience with Epic a plus.
• College degree preferred.
• Must currently hold an applicable insurance license.
• Professional designation—CRM, CISR, CIC, AAI, ARM, CPCU…