Placement Specialist

Acrisure; Village of Rye Brook (NY); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

Generous paid time off

401(k) with immediate vesting

Paid maternity/paternity leave

Job summary

A global insurance leader located in New York is seeking an experienced individual to manage insurance accounts, focusing on new business and renewals. Responsibilities include timeline management, exposure analysis, and proposing coverage solutions. The ideal candidate will have 3-5 years of insurance experience and strong communication skills. The role offers a competitive salary and a comprehensive benefits package, contributing to a community-oriented workplace culture.

Qualifications

• 3-5 years of relevant insurance experience, with emphasis on middle to large market placements.
• Excellent phone etiquette, written and verbal communication skills.
• Must hold an applicable insurance license.
• Pursuing a professional designation (CRM, CISR, CIC, AAI, ARM, CPCU) preferred.

Responsibilities

• Manage new business and renewal processes for insurance accounts.
• Conduct exposure analysis and prepare proposals.
• Communicate effectively within team and markets.
• Perform coverage gap analysis for client needs.

Skills

Insurance experience

Communication skills

Organizational skills

Attention to detail

Customer service skills

Education

College degree

Tools

MS Office (Excel, Word)

Epic

Job description

About Acrisure

A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.

Job Description

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 environment, 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, and exposure schedules.
• Data Analysis: Analyze prospect client exposure and loss data, and develop financial models of loss-sensitive programs when necessary.
• Market Relationships: Maintain familiarity and working relationships with various insurance companies and wholesalers.
• Confidentiality: Handle confidential and non-routine information.
• Carrier Systems & 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 expertise and product knowledge.
• Coverage Analysis & Strategy: Perform coverage gap analysis 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 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 minimum supervision; able to accept direction on given assignments.
• Proficient with MS Office, with strong Excel and Word skills.
• Experience with Epic is a plus.
• 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 broker/agent activities, including marketing large middle-market accounts to carriers; strong knowledge of markets.
• Strong knowledge of basic applicable insurance coverages.
• Proficient in creating the proposal presentation documents as required.
• College degree preferred.
• Must currently hold an applicable insurance license.
• Pursuit of a 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 a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity.

Why Join Us

At Acrisure, we’re building more than a business, we’re building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.

Employee Benefits

• Physical Wellness: Medical, dental, vision; 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 Calm app subscription.
• Financial Wellness: 401(k) with immediate vesting; HSA/FSA options; commuter benefits; and employee discount programs.
• Family Care: Paid maternity/paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.
• Benefits may vary by entity and location.

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].

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

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

Welcome, your new opportunity awaits you.