Insurance Placement Specialist: Middle Market

Acrisure Trade Credit; Addison (TX); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) plan

HSA/FSA

Paid time off

Job summary

Acrisure Trade Credit is seeking a Placement Specialist to manage and execute key components of new business and renewal processes for insurance accounts. You will coordinate timelines, conduct exposure analysis, negotiate terms, and present comprehensive proposals to clients.

The role requires collaborating with Client Advisors, Account Service Teams, and carrier partners to deliver high-quality service on-site in Addison, TX, with a focus on middle to large market placements and strong data

Qualifications

• 3-5 years relevant insurance experience in middle to large market placements.
• Must currently hold an applicable insurance license.
• College degree preferred; pursuing professional designations encouraged (CRM/CISR/CIC/CPCU).

Responsibilities

• Manage timelines and processes for new business and renewals, including exposure analysis and proposal presentations.
• Collaborate with Client Advisors, Account Service Teams, and carrier partners to ensure quality service.
• Review policies and contracts, and recommend improvements.
• Prepare and submit insurance submissions with specifications, loss data, and exposure schedules.
• Analyze client exposure data and assist in modeling loss-sensitive programs.

Skills

Excel

Word

MS Office

Communication skills

Broker experience

Education

College degree preferred

Insurance license

CRM/CISR/CIC designation pursuit

Tools

Epic software

Acord applications

Job description

Acrisure Trade Credit is seeking a Placement Specialist to manage and execute key components of new business and renewal processes for insurance accounts. You will coordinate timelines, conduct exposure analysis, negotiate terms, and present comprehensive proposals to clients.

The role requires collaborating with Client Advisors, Account Service Teams, and carrier partners to deliver high-quality service on-site in Addison, TX, with a focus on middle to large market placements and strong data