Commercial Lines Placement Specialist
Acrisure, Addison, TX, United States
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.
Location Addison, TX (Hybrid)
Industry Transportation
Job Summary We’re building a new team of Placement Specialists to support Acrisure’s rapidly growing South Division. As a key member of the Large Commercial Placement Team, the Placement Specialist will partner with producers and account teams to market and place property and casualty insurance programs for middle‑market and large commercial clients. In this role, you will gather, analyze, and organize underwriting data; prepare submissions and applications; negotiate coverage terms with carriers; and develop proposals for both new business and renewals.
Responsibilities
Maintain the timeline and process during the new business and renewal processes, including exposure analysis, quote specifications, analysis and negotiation of coverage offers, and preparation and presentation of coverage proposals.
Communicate effectively within the team environment, inclusive of the producer and Segment Leader.
Review insurance policies and contracts and make recommendations for improvement.
Prepare property and casualty insurance submissions for new business prospects and renewing accounts, including insurance specifications, Acord applications using the agency management system, loss summaries, prospect profiles, exposure schedules, and more.
Attend prospect and proposal meetings with the producer as needed.
Analyze Excel spreadsheets of prospect client exposure and/or loss data, and develop financial models of loss‑sensitive programs when necessary.
Answer prospect and carrier phone calls.
Maintain familiarity and working relationships with various insurance companies and wholesalers.
Handle confidential and non‑routine information.
Abide by and maintain all licensing requirements, including continuing education.
Attend seminars, company meetings, carrier events and educational activities needed to improve overall job expertise and product knowledge.
Work independently and within a team on special, non‑recurring, and ongoing projects.
Requirements
Excellent phone etiquette, written and verbal communication, presentation and interpersonal skills.
Ability to work with minimal supervision; able to accept direction on given assignments.
Proficiency with MS Office Products, including a 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.
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 P&C coverages.
Demonstrated superior presentation or relationship skills to present proposals in this highly interactive role.
Education and Experience
Minimum 3‑5 years relevant Commercial Lines experience required, with an emphasis on large market placements.
College degree preferred.
Licensed in property and casualty insurance required.
Pursuit of a professional designation - CISR, CIC, AAI, ARM, CPCU- preferred.
Experience with Epic strongly preferred.
Candidate Information Candidates should be comfortable with an on‑site presence to support collaboration, team leadership, and cross‑functional partnership.
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 (EAP); and a complimentary Calm app subscription.
Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
Family Care: Paid maternity leave and paid 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.
Equal Opportunity Employer 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.
Further Information 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.
#J-18808-Ljbffr
Location Addison, TX (Hybrid)
Industry Transportation
Job Summary We’re building a new team of Placement Specialists to support Acrisure’s rapidly growing South Division. As a key member of the Large Commercial Placement Team, the Placement Specialist will partner with producers and account teams to market and place property and casualty insurance programs for middle‑market and large commercial clients. In this role, you will gather, analyze, and organize underwriting data; prepare submissions and applications; negotiate coverage terms with carriers; and develop proposals for both new business and renewals.
Responsibilities
Maintain the timeline and process during the new business and renewal processes, including exposure analysis, quote specifications, analysis and negotiation of coverage offers, and preparation and presentation of coverage proposals.
Communicate effectively within the team environment, inclusive of the producer and Segment Leader.
Review insurance policies and contracts and make recommendations for improvement.
Prepare property and casualty insurance submissions for new business prospects and renewing accounts, including insurance specifications, Acord applications using the agency management system, loss summaries, prospect profiles, exposure schedules, and more.
Attend prospect and proposal meetings with the producer as needed.
Analyze Excel spreadsheets of prospect client exposure and/or loss data, and develop financial models of loss‑sensitive programs when necessary.
Answer prospect and carrier phone calls.
Maintain familiarity and working relationships with various insurance companies and wholesalers.
Handle confidential and non‑routine information.
Abide by and maintain all licensing requirements, including continuing education.
Attend seminars, company meetings, carrier events and educational activities needed to improve overall job expertise and product knowledge.
Work independently and within a team on special, non‑recurring, and ongoing projects.
Requirements
Excellent phone etiquette, written and verbal communication, presentation and interpersonal skills.
Ability to work with minimal supervision; able to accept direction on given assignments.
Proficiency with MS Office Products, including a 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.
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 P&C coverages.
Demonstrated superior presentation or relationship skills to present proposals in this highly interactive role.
Education and Experience
Minimum 3‑5 years relevant Commercial Lines experience required, with an emphasis on large market placements.
College degree preferred.
Licensed in property and casualty insurance required.
Pursuit of a professional designation - CISR, CIC, AAI, ARM, CPCU- preferred.
Experience with Epic strongly preferred.
Candidate Information Candidates should be comfortable with an on‑site presence to support collaboration, team leadership, and cross‑functional partnership.
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 (EAP); and a complimentary Calm app subscription.
Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
Family Care: Paid maternity leave and paid 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.
Equal Opportunity Employer 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.
Further Information 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.
#J-18808-Ljbffr