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.
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 during new business and renewal processes, including exposure analysis, quote specifications, coverage negotiation, and proposal presentation.
Communication: Effectively communicate within the team environment, including Client Advisors and Account Service Team, as well as with markets.
Policy Review & Recommendations: Review insurance policies and contracts and make recommendations for improvement.
Submission Preparation: Collaborate to prepare property and casualty insurance submissions for new business prospects and renewing accounts, including specifications, application filing, loss summaries, exposure schedules, and prospect profiles.
Data Analysis: Analyze prospect exposure and 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 & Comparative Rating Tools: Use carrier systems and rating tools 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, 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
Excellent phone etiquette, written and verbal communication, presentation, and interpersonal skills.
Able to work with minimum supervision; accept directions given assignments.
Proficient with MS Office products, including high knowledge of Excel and Word.
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.
Required Qualifications
3–5 years relevant insurance experience, with an emphasis on middle to large market placements.
Must currently hold a Property and Casualty insurance license.
Preferred Qualifications
College degree preferred.
Pursuit of a professional designation—CRM, CISR, CIC, AAI, ARM, CPCU—preferred.
Experience with Epic a plus.
Benefits And Perks
Competitive compensation.
Generous vacation policy, paid holidays, and paid sick time.
Medical, dental, and vision insurance (employee‑paid).
Company‑paid short‑term and long‑term disability insurance.
Company‑paid group life insurance.
Company‑paid Employee Assistance Program (EAP) and Calm App subscription.
Employee‑paid pet insurance and optional supplemental insurance coverage.
Vested 401(k) with company match and financial wellness programs.
Flexible Spending Account (FSA), Health Savings Account (HSA), and commuter benefits options.
Paid maternity leave, paid paternity leave, and fertility benefits.
Career growth and learning opportunities.
…and so much more!
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.
#J-18808-Ljbffr
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 during new business and renewal processes, including exposure analysis, quote specifications, coverage negotiation, and proposal presentation.
Communication: Effectively communicate within the team environment, including Client Advisors and Account Service Team, as well as with markets.
Policy Review & Recommendations: Review insurance policies and contracts and make recommendations for improvement.
Submission Preparation: Collaborate to prepare property and casualty insurance submissions for new business prospects and renewing accounts, including specifications, application filing, loss summaries, exposure schedules, and prospect profiles.
Data Analysis: Analyze prospect exposure and 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 & Comparative Rating Tools: Use carrier systems and rating tools 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, 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
Excellent phone etiquette, written and verbal communication, presentation, and interpersonal skills.
Able to work with minimum supervision; accept directions given assignments.
Proficient with MS Office products, including high knowledge of Excel and Word.
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.
Required Qualifications
3–5 years relevant insurance experience, with an emphasis on middle to large market placements.
Must currently hold a Property and Casualty insurance license.
Preferred Qualifications
College degree preferred.
Pursuit of a professional designation—CRM, CISR, CIC, AAI, ARM, CPCU—preferred.
Experience with Epic a plus.
Benefits And Perks
Competitive compensation.
Generous vacation policy, paid holidays, and paid sick time.
Medical, dental, and vision insurance (employee‑paid).
Company‑paid short‑term and long‑term disability insurance.
Company‑paid group life insurance.
Company‑paid Employee Assistance Program (EAP) and Calm App subscription.
Employee‑paid pet insurance and optional supplemental insurance coverage.
Vested 401(k) with company match and financial wellness programs.
Flexible Spending Account (FSA), Health Savings Account (HSA), and commuter benefits options.
Paid maternity leave, paid paternity leave, and fertility benefits.
Career growth and learning opportunities.
…and so much more!
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.
#J-18808-Ljbffr