Insurance Placement Specialist- Commercial Middle

Insurance Placement Specialist – Commercial Middle Large

Join the Acrisure team as an Insurance Placement Specialist – Commercial Middle Large.

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 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.

• Timeline & Process Management:
  Maintain timelines and processes during the new business and renewal processes, including exposure analysis, quote specifications, negotiation of coverage offers, and preparation and presentation of coverage proposals.
• Communication:
  Communicate effectively within the team and with 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, Acord applications, loss summaries, prospect profiles, and exposure schedules.
• Data Analysis:
  Analyze Excel spreadsheets of prospect exposure and loss data, and develop financial models of loss‑sensitive programs when necessary.
• Market Relationships:
  Maintain familiarity and working relationships with insurance companies and wholesalers.
• Confidentiality:
  Handle confidential and non‑routine information.
• Carrier Systems & Rating Tools:
  Rate policies in carrier systems to assist in the quoting and proposal development process.
• Licensing Compliance:
  Abide by and maintain all licensing requirements, including continuing education.
• Professional Development:
  Attend seminars, company meetings, carrier events, and educational activities needed to improve job 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, 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.

• 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.
• Ability 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 the proposal presentation documents required by the firm.

• 3–5 years of relevant insurance experience, with an emphasis on middle‑to‑large market placements.
• Excellent phone etiquette, written and verbal communication, presentation, and interpersonal skills.
• Ability to work with minimum supervision and accept directions for assignments.
• Proficiency with MS Office products, especially Excel and Word.
• Experience with Epic a plus.
• College degree preferred.
• Must currently hold an applicable insurance license.
• Pursuit of a professional designation (CRM, CISR, CIC, AAI, ARM, CPCU) preferred.

Candidates should be comfortable with an on‑site presence to support collaboration, team leadership, and…