Senior Middle-Market Insurance Placement Specialist

Acrisure Trade Credit; Waterford (CT); On-site; USD 54,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Paid time off

Wellness resources

Job summary

Acrisure Trade Credit in Waterford, CT seeks a Placement Specialist to manage new business and renewal processes for insurance accounts. You will oversee timelines, conduct exposure analysis, prepare quote specifications, negotiate terms, and present comprehensive proposals to clients in collaboration with Client Advisors, Account Service Teams, and carrier partners.

The ideal candidate has 3–5 years of middle to large market insurance experience, strong MS Office skills (Excel/Word), and an

Qualifications

• Excellent phone etiquette, written and verbal communication.
• Strong organizational skills and ability to handle multiple tasks.
• Proficient with MS Office products, Excel and Word; experience with Epic is a plus.
• Must currently hold an applicable insurance license; pursuing professional designations is a plus (CRM, CISR, CIC, AAI, ARM, CPCU).

Responsibilities

• Timeline & Process Management for new business and renewal processes.
• Effective communication within team and with markets.
• Policy review and recommendations for improvement.
• Preparation of submissions and coverage proposals for clients.
• Data analysis of prospect exposure and loss data; development of financial models when needed.
• Maintain relationships with insurance carriers and wholesalers.
• Ensure licensing compliance and participate in professional development.

Skills

Communication skills

Organization

Multitasking

Team collaboration

Customer service

Education

College degree preferred

Insurance license

Tools

Epic

Excel

Word

CRM systems

MS Office

Job description

Acrisure Trade Credit in Waterford, CT seeks a Placement Specialist to manage new business and renewal processes for insurance accounts. You will oversee timelines, conduct exposure analysis, prepare quote specifications, negotiate terms, and present comprehensive proposals to clients in collaboration with Client Advisors, Account Service Teams, and carrier partners.

The ideal candidate has 3–5 years of middle to large market insurance experience, strong MS Office skills (Excel/Word), and an