Insurance Placement Specialist- Commercial Middle Large
Acrisure
Placement Specialist
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
- Communication
- Policy Review & Recommendations
- Submission Preparation
- Data Analysis
- Market Relationships
- Confidentiality
- Carrier Systems and Comparative Rating Tools
- Licensing Compliance
- Professional Development
- Coverage Analysis & Strategy
- Project Work
- Risk Resource Engagement
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 the proposal presentation documents that we identify as required documents
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
- 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 cross-functional partnership.
Why Join Us:
At Acrisure, we're building more than a business, we're building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.
Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York.
Employee Benefits
We also offer our employees a comprehensive suite of benefits and perks, including:
- Physical Wellness
- Mental Wellness
- Financial Wellness
- Family Care
This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.
Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting View email address on click.appcast.io.
Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws.
California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.
Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice.
Welcome, your new opportunity awaits you.
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