Placement Specialist

Acrisure; Massachusetts; Hybrid; USD 70,000 - 110,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Generous paid time off

401(k) with immediate vesting

Paid maternity and paternity leave

Job summary

A global fintech leader is seeking a dedicated individual to manage and execute the new business and renewal processes for insurance accounts. The ideal candidate will have 3-5 years of experience in insurance, particularly with middle to large market placements. Strong communication, organizational, and Excel skills are essential. The position offers a competitive salary range of $70,000 - $110,000 and comprehensive benefits including medical, dental, and mental wellness resources.

Qualifications

• 3-5 years of relevant insurance experience, especially in middle to large market placements.
• Excellent phone etiquette and written/verbal communication skills.
• Strong attention to detail to ensure document accuracy.

Responsibilities

• Manage and execute key components of the new business and renewal processes for insurance accounts.
• Oversee timelines and conduct exposure analysis for insurance proposals.
• Communicate effectively within the team and with markets.

Skills

Insurance experience

Communication skills

Organizational skills

Customer service

Excel proficiency

Attention to detail

Education

College degree

Professional designation (CRM, CISR, CIC, AAI, ARM, CPCU)

Tools

MS Office

Epic

Job description

Overview

About Acrisure: A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. We connect clients with customized solutions across insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more. In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure is built on entrepreneurial spirit, prioritizing leadership, accountability, and collaboration to empower our teams to work at the highest levels.

Due to growth, we have multiple positions available across the division.

Scope

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.

Essential Responsibilities

• Timeline & Process Management: Maintain timeline and process during the new business and renewal processes, including exposure analysis, quote specifications, analysis and negotiation of coverage offers, and preparation and presentation of coverage proposals.
• Communication: Communicate effectively within the team, including 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: Prepare property and casualty insurance submissions for new business prospects and renewing accounts, including insurance specifications for each line of coverage, Acord applications, loss summaries, prospect profile, exposure schedules, etc.
• Data Analysis: Analyze Excel spreadsheets of prospect client exposure and/or loss data, and develop financial models of loss-sensitive programs when necessary.
• Market Relationships: Maintain familiarity with and working relationships with various insurance companies and wholesalers.
• Confidentiality: Handle confidential and non-routine information.
• Carrier Systems and Comparative Rating Tools: Rate policies in carrier systems to assist in quoting and proposal development.
• Licensing Compliance: Abide by and maintain all licensing requirements, including continuing education.
• Professional Development: Attend seminars, company meetings, carrier events and educational activities to improve job expertise and product knowledge.
• Coverage Analysis & Strategy: Perform coverage gap analyses and deliver strategic coverage recommendations tailored to each client’s risk profile.
• Project Work: Work independently and within a team on special, nonrecurring, and ongoing projects.
• Risk Resource Engagement: Identify opportunities to engage Risk Resources for specialized expertise and partner with them to deliver tailored solutions for complex client needs.

Qualifications

• 3-5 years of relevant insurance experience, with emphasis on middle to large market placements.
• Excellent phone etiquette, written and verbal communication, presentation and interpersonal skills.
• Able to work with minimal supervision and accept direction on assignments.
• Proficient with MS Office, with strong Excel and Word knowledge.
• Experience with Epic is a plus.
• Strong organizational skills and ability to handle multiple tasks and priorities.
• Flexibility and adaptability to changing priorities and deadlines.
• Strong attention to detail to ensure document accuracy.
• Team player with strong customer service skills.
• Experience with brokers/agents, including marketing large middle-market accounts to carriers; excellent knowledge of markets.
• Strong knowledge of all basic applicable insurance coverages.
• Proficient in creating proposal presentation documents.
• College degree preferred.
• Must currently hold an applicable insurance license.
• Pursuit of professional designation (CRM, CISR, CIC, AAI, ARM, CPCU) preferred.

Pay Details

The base compensation range for this position is $70,000 - $110,000. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on factors including skills, experience, qualifications, location, and internal equity.

Why Join Us

We’re building more than a business—we’re building a community where people can grow, thrive, and make an impact. Our benefits support every dimension of life, from health and finances to family and future. Acrisure has pledged more than $22 million through partnerships with hospitals in Grand Rapids, Pittsburgh, and Valhalla.

Employee Benefits

We offer a comprehensive suite of benefits and perks, including:

• Physical Wellness: Medical, dental, 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; and a Calm app subscription.
• Financial Wellness: 401(k) with immediate vesting; HSA/FSA options; commuter benefits; and employee discount programs.
• Family Care: Paid maternity and paternity leave; legal plan options; and pet insurance.
• Note: Benefits vary by entity and location; eligibility and waiting periods may apply.

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].

California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.

Recruitment Fraud: Please visit to learn more about our Recruitment Fraud Notice.

Welcome, your new opportunity awaits you.