Insurance Placement Specialist: Client Proposals & Strategy

Acrisure; Mount Pleasant (SC); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Paid time off

Commuter benefits

Job summary

Acrisure is seeking a Placement Specialist to join our growing team. This role manages the new business and renewal processes for insurance accounts, overseeing timelines, conducting exposure analysis, preparing quote specifications, negotiating coverage terms, and presenting comprehensive proposals to clients.

The position requires close collaboration with Client Advisors, Account Service Teams, and carrier partners to ensure high-quality service delivery and seamless communication.

Qualifications

• 3–5 years relevant insurance experience required, with emphasis on middle to large market placements.
• Must currently hold an applicable insurance license.
• Pursuit of a professional designation (CRM, CISR, CIC, AAI, ARM, CPCU) preferred.

Responsibilities

• Timeline & Process Management: maintain timelines and process during new business and renewal, including exposure analysis and coverage proposals.
• Communication: coordinate with Client Advisors, Account Service Team, and markets.
• Policy Review & Recommendations: review policies and contracts and recommend improvements.
• Submission Preparation: prepare property and casualty submissions with required documents and applications.
• Data Analysis: analyze prospect client exposure and loss data; develop loss-sensitive models when needed.
• Market Relationships: maintain relationships with insurance carriers and wholesalers.
• Confidentiality: handle confidential information.
• Carrier Systems & Rating Tools: rate policies in carrier systems to assist quoting.
• Licensing Compliance: maintain licensing and continuing education.
• Professional Development: attend seminars and carrier events to improve knowledge.
• Coverage Analysis & Strategy: perform coverage gap analyses and tailor recommendations.

Skills

Communication skills

MS Excel

Organization

Customer service

Team collaboration

Education

College degree preferred

Tools

Epic

CRM systems

MS Office (Word/Excel)

Job description

Acrisure is seeking a Placement Specialist to join our growing team. This role manages the new business and renewal processes for insurance accounts, overseeing timelines, conducting exposure analysis, preparing quote specifications, negotiating coverage terms, and presenting comprehensive proposals to clients.

The position requires close collaboration with Client Advisors, Account Service Teams, and carrier partners to ensure high-quality service delivery and seamless communication.