Insurance Placement Specialist: Proposals & Analysis

Acrisure Trade Credit; Walled Lake (MI); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Paid time off

Job summary

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

Collaborate with Client Advisors, Account Service Teams, and carriers to ensure high-quality service delivery.

Qualifications

• 3-5 years relevant insurance experience required.
• Must currently hold a Property and Casualty insurance license.
• Experience with Epic is a plus.
• College degree preferred.
• Pursuit of professional designation – CRM, CISR, CIC, AAI, ARM, CPCU - preferred.

Responsibilities

• Timeline & process management for new business and renewals.
• Communicate effectively within teams and with markets.
• Review policies and make improvement recommendations.
• Prepare insurance submissions and Acord applications.
• Analyze prospect exposure using Excel and loss data.
• Develop coverage proposals and present to clients.
• Maintain relationships with carriers and wholesalers.
• Ensure licensing compliance and continued education.
• Engage Risk Resources for complex client needs.
• Work independently and on cross-functional projects.

Skills

Phone etiquette

Verbal communication

Written communication

Presentation skills

Interpersonal skills

Organizational skills

Attention to detail

Team player

Customer service

Market knowledge

Education

Property and Casualty license

College degree

CRM/CISR/CIC/CPCU designation (preferred)

Tools

Excel

Word

Epic

Job description

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

Collaborate with Client Advisors, Account Service Teams, and carriers to ensure high-quality service delivery.