Overview
Job title: Placement Specialist – Large Commercial Placement Team
As a member of the Large Commercial Placement Team, the Placement Specialist markets property and casualty insurance programs on prospective accounts for large market accounts. This person will gather, analyze, and organize data; prepare submissions and applications; negotiate coverage terms; and prepare proposals for prospects, for both new and renewal business.
Responsibilities
- Maintain timelines and processes 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, including 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 (e.g., insurance specifications for each line of coverage, Acord applications using the firm’s agency management system, loss summaries, prospect profile, exposure schedules).
- 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 to improve job expertise and product knowledge.
- Work independently and within a team on special, nonrecurring, and ongoing projects.
Requirements
- Excellent phone etiquette, written and verbal communication, presentation, and interpersonal skills.
- Able to work with minimum supervision and accept direction on assignments.
- Proficient with MS Office, including high knowledge of Excel and Word.
- Strong organizational skills and ability to handle multiple tasks and priorities.
- 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 property & casualty coverages.
- Demonstrated superior presentation or relationship skills to present proposals in this highly interactive role.
Education And Experience
- Minimum 3–5 years of relevant Commercial Lines experience with 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.
On-site Presence
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 a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of life, from health and finances to family and future.
Acrisure has pledged more than $22 million through partnerships with Corewell Health Helen DeVos Children’s Hospital (Grand Rapids, MI), UPMC Children’s Hospital (Pittsburgh, PA), and Blythedale Children’s Hospital (Valhalla, NY).
Employee Benefits
- Physical Wellness: Comprehensive medical, dental, and vision coverage; 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 Calm app subscription.
- Financial Wellness: 401(k) with immediate vesting; HSA and FSA options; commuter benefits; and employee discounts.
- Family Care: Paid maternity and paternity leave (including for adoptive parents); legal plan options; and pet insurance.
Eligibility and waiting periods may apply to certain offerings. Benefits may vary by 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.
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.