Acrisure
Placement Specialist – Acrisure
The Placement Specialist role at Acrisure involves managing and executing key components of the new business and renewal processes for insurance accounts. The incumbent will oversee timelines, conduct exposure analysis, prepare quote specifications, negotiate coverage terms, and present comprehensive proposals to clients, collaborating closely with Client Advisors, Account Service Teams, and carrier partners to ensure high‑quality service delivery.
About Acrisure A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. We bring cutting‑edge technology and top‑tier human support together, connecting clients with customized solutions across insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services, and more. With over 19,000 colleagues in more than 20 countries, Acrisure has grown from $38 million to almost $5 billion in revenue over the last twelve years.
Scope The individual will manage the new business and renewal processes for insurance accounts, ensuring timely delivery, thorough exposure analysis, accurate quote specifications, and effective communication with internal and external stakeholders.
Essential Responsibilities
Maintain timelines and processes during new business and renewal cycles, including exposure analysis, quote specifications, coverage negotiations, and proposal preparation.
Communicate effectively within the team and with partners.
Review insurance policies and contracts, recommending improvements.
Prepare property and casualty submissions, including specifications, Acord applications, loss summaries, exposure schedules, and prospect profiles.
Analyze spreadsheets and develop financial models for loss‑sensitive programs.
Maintain relationships with insurance companies and wholesalers.
Handle confidential and non‑routine information.
Operate carrier systems and rating tools to support quoting and proposals.
Maintain licensing compliance and continuing education.
Pursue professional development through seminars, meetings, and events.
Perform coverage gap analysis and recommend strategic coverage tailored to each client.
Lead projects both independently and within a team.
Engage Risk Resources for specialized expertise and solutions for complex client needs.
Qualifications
3–5 years of relevant insurance experience, focusing on middle to large market placements.
Excellent phone etiquette, written and verbal communication, presentation, and interpersonal skills.
Ability to work with minimal supervision and accept direction on assignments.
Proficiency with MS Office, especially Excel and Word.
Experience with Epic is a plus.
Strong organizational and multitasking skills.
Adaptability to changing priorities and deadlines.
Detail‑oriented document accuracy.
Team‑oriented customer service mindset.
Experience marketing large middle‑market accounts to carriers.
Solid knowledge of basic applicable insurance coverages.
Ability to create proposal presentation documents.
College degree preferred.
Current applicable insurance license required.
Preferred professional designations: CRM, CISR, CIC, AAI, ARM, CPCU.
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 support every dimension of your life—from health and finances to family and future.
Employee Benefits
Physical Wellness: Comprehensive medical, dental, and vision insurance, life and disability insurance, fertility benefits, wellness resources, and paid sick time.
Mental Wellness: Generous paid time off and holidays, Employee Assistance Program, and a complimentary Calm app subscription.
Financial Wellness: Immediate vesting in a 401(k) plan, HSA and FSA options, commuter benefits, and employee discount programs.
Family Care: Paid maternity and paternity leave (including for adoptive parents), legal plan options, and pet insurance coverage.
And so much more!
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 leaves@acrisure.com.
California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.
Recruitment Fraud Notice: Please visit here to learn more about our Recruitment Fraud Notice.
Welcome, your new opportunity awaits you.
#J-18808-Ljbffr
About Acrisure A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. We bring cutting‑edge technology and top‑tier human support together, connecting clients with customized solutions across insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services, and more. With over 19,000 colleagues in more than 20 countries, Acrisure has grown from $38 million to almost $5 billion in revenue over the last twelve years.
Scope The individual will manage the new business and renewal processes for insurance accounts, ensuring timely delivery, thorough exposure analysis, accurate quote specifications, and effective communication with internal and external stakeholders.
Essential Responsibilities
Maintain timelines and processes during new business and renewal cycles, including exposure analysis, quote specifications, coverage negotiations, and proposal preparation.
Communicate effectively within the team and with partners.
Review insurance policies and contracts, recommending improvements.
Prepare property and casualty submissions, including specifications, Acord applications, loss summaries, exposure schedules, and prospect profiles.
Analyze spreadsheets and develop financial models for loss‑sensitive programs.
Maintain relationships with insurance companies and wholesalers.
Handle confidential and non‑routine information.
Operate carrier systems and rating tools to support quoting and proposals.
Maintain licensing compliance and continuing education.
Pursue professional development through seminars, meetings, and events.
Perform coverage gap analysis and recommend strategic coverage tailored to each client.
Lead projects both independently and within a team.
Engage Risk Resources for specialized expertise and solutions for complex client needs.
Qualifications
3–5 years of relevant insurance experience, focusing on middle to large market placements.
Excellent phone etiquette, written and verbal communication, presentation, and interpersonal skills.
Ability to work with minimal supervision and accept direction on assignments.
Proficiency with MS Office, especially Excel and Word.
Experience with Epic is a plus.
Strong organizational and multitasking skills.
Adaptability to changing priorities and deadlines.
Detail‑oriented document accuracy.
Team‑oriented customer service mindset.
Experience marketing large middle‑market accounts to carriers.
Solid knowledge of basic applicable insurance coverages.
Ability to create proposal presentation documents.
College degree preferred.
Current applicable insurance license required.
Preferred professional designations: CRM, CISR, CIC, AAI, ARM, CPCU.
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 support every dimension of your life—from health and finances to family and future.
Employee Benefits
Physical Wellness: Comprehensive medical, dental, and vision insurance, life and disability insurance, fertility benefits, wellness resources, and paid sick time.
Mental Wellness: Generous paid time off and holidays, Employee Assistance Program, and a complimentary Calm app subscription.
Financial Wellness: Immediate vesting in a 401(k) plan, HSA and FSA options, commuter benefits, and employee discount programs.
Family Care: Paid maternity and paternity leave (including for adoptive parents), legal plan options, and pet insurance coverage.
And so much more!
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 leaves@acrisure.com.
California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.
Recruitment Fraud Notice: Please visit here to learn more about our Recruitment Fraud Notice.
Welcome, your new opportunity awaits you.
#J-18808-Ljbffr