Insurance Placement Specialist - Middle Market

Acrisure; Jefferson City (MO); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical, Dental, Vision insurance

Life & Disability insurance

401(k) with immediate vesting

Paid time off & holidays

Job summary

Acrisure is seeking a Placement Specialist to join our growing team. You will manage new business and renewal processes for insurance accounts, oversee timelines and exposure analysis, prepare specifications, negotiate terms, and present proposals to clients.

You will collaborate with Client Advisors, Account Service Teams, and carrier partners to ensure high-quality service delivery. The role requires 3–5 years of relevant insurance experience, a Property & Casualty license, and proficiency

Qualifications

• Excellent phone etiquette, written and verbal communication, presentation and interpersonal skills.
• Able to work with minimum supervision; able to accept directions given assignments
• Proficient with MS Office Products, Placement including a high knowledge of Excel and Word.
• Strong organizational skills and ability to handle multiple tasks and prioritize work.
• 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.

Responsibilities

• Timeline & Process Management: Maintain timeline and process during new business and renewal processes, including exposure analysis, quote specifications, and presentation of coverage proposals.
• Communication: Communicate effectively within the team, Client Advisors, Account Service Team, and markets.
• Policy Review & Recommendations: Review policies and contracts and make recommendations for improvement.
• Submission Preparation: Prepare Property & Casualty submissions including Acord applications, loss summaries, exposure schedules.
• Data Analysis: Analyze prospect client exposure and loss data; develop financial models for loss sensitive programs.
• Market Relationships: Maintain familiarity with insurance companies and wholesalers.
• Confidentiality: Handle confidential information.
• Carrier Systems & Rating Tools: Rating policies in carrier systems to assist in quoting.
• Licensing Compliance: Abide by licensing requirements and continuing education.
• Professional Development: Attend seminars and carrier events to improve expertise.
• Coverage Analysis & Strategy: Conduct coverage gap analysis and tailor recommendations.

Skills

Excellent communication

Organizational skills

Team collaboration

Customer service

Attention to detail

Education

College degree preferred

Pursuit of professional designation (CRM, CISR, CIC, AAI, ARM, CPCU)

Tools

Epic

Job description

Acrisure is seeking a Placement Specialist to join our growing team. You will manage new business and renewal processes for insurance accounts, oversee timelines and exposure analysis, prepare specifications, negotiate terms, and present proposals to clients.

You will collaborate with Client Advisors, Account Service Teams, and carrier partners to ensure high-quality service delivery. The role requires 3–5 years of relevant insurance experience, a Property & Casualty license, and proficiency