Placement Specialist

Acrisure South Insurance Services, LLC; Addison (TX); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

HSA/FSA options

Paid time off

Job summary

Acrisure South Insurance Services, LLC is seeking a Placement Specialist to join our team in a key role supporting new business and renewal processes for insurance accounts. You will oversee timelines, conduct exposure analysis, prepare quote specifications, and present comprehensive proposals to clients.

You will work closely with Client Advisors, Account Service Teams, and carrier partners to ensure high-quality service delivery and seamless communication, while maintaining licensing

Qualifications

• 3–5 years of relevant insurance experience, with emphasis on middle to large market placements.
• Must currently hold an applicable insurance license.
• Experience with Epic is a plus and knowledge of broker/agent markets is preferred.
• College degree preferred; pursuit of professional designations is encouraged.

Responsibilities

• Manage timelines and processes for new business and renewals.
• Analyze client exposure and prepare submissions and coverage proposals.
• Negotiate coverage terms with carriers and present proposals to clients.
• Collaborate with Client Advisors, Account Service Teams, and markets.
• Review policies and make recommendations for improvements.

Skills

Excel

MS Office

Communication

Organization

Teamwork

Insurance knowledge

Broker experience

Education

College degree preferred

CRM/CISR/CIC/AII/CPCU designation pursuit

Tools

Epic

Job description

Job Summary

Acrisure is seeking a Placement Specialist to join our growing team. The individual in this role will be responsible for managing and executing key components of the new business and renewal processes for insurance accounts. This includes overseeing timelines, conducting exposure analysis, preparing quote specifications, negotiating coverage terms, and presenting comprehensive proposals to clients. The role requires close collaboration with Client Advisors, Account Service Teams, and carrier partners to ensure high-quality service delivery and seamless communication.

Responsibilities

• Timeline & Process Management: Responsible for maintaining timeline and process during the new business process and renewal process, inclusive of exposure analysis, quote specifications, analysis and negotiation of coverage offers, and preparation and presentation of coverage proposals.
• Communication: Communicate effectively within the team environment, inclusive of the Client Advisors and Account Service Team, as well as with markets.
• Policy Review & Recommendations: Review insurance policies and contracts and make recommendations for improvement.
• Submission Preparation: Work with others to prepare property and casualty insurance submissions for new business prospects and renewing accounts including, but not limited to: insurance specifications for each line of coverage, Acord applications using firm’s agency management system, loss summaries, prospect profile, exposure schedules, etc.
• Data Analysis: Analyze excel spreadsheets of prospect client exposure and/or loss data, as well as develop financial models of loss sensitive programs, when necessary.
• Market Relationships: Maintain familiarity and working relationship with various insurance companies and wholesalers.
• Confidentiality: Handle confidential and non-routine information.
• Carrier Systems and Comparative Rating Tools: Rating policies in carrier systems, when applicable, to assist in the quoting and proposal development process.
• Licensing Compliance: Abide by and maintain all licensing requirement, including continuing education.
• Professional Development: Attend seminars, company meetings, carrier events and educational activities needed to improve overall job expertise and product knowledge.
• Coverage Analysis & Strategy: Performing coverage gap analysis and delivering strategic coverage recommendations tailored to each client’s specific risk profile.
• Project Work: Work independently and within a team on special and nonrecurring and ongoing projects.
• Risk Resource Engagement: Identifying opportunities to engage Risk Resources for specialized expertise and partnering with them to deliver tailored solutions for complex client needs.

Requirements

• 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.
• 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 applicable insurance coverages.
• Proficient in creating the proposal presentation documents that we identify as required documents.
• Education and Experience: 3-5 years relevant insurance experience required, with an emphasis on middle to large market placements. Must currently hold an applicable insurance license.
• Experience with Epic a plus.
• College degree preferred.
• Pursuit of a professional designation – CRM, CISR, CIC, AAI, ARM, CPCU - preferred.
• Must be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Benefits

• Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; 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 complimentary Calm app subscription.
• Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
• Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.
• … and so much more! This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on 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 [e-mail].