Sr. Placement Specialist - Commercial Small/Mid

Acrisure; Walnut Creek (CA); On-site; USD 70,000 - 118,000; Full time

Benefits offered by this job

Medical, Dental, Vision

401(k) plan

HSA/FSA

Paid time off

Parental leave

Job summary

Acrisure is seeking a Senior Commercial Lines Placement Specialist for our California team. This role manages new business and renewal processes for small commercial accounts, performs exposure analyses, and prepares proposals for carrier consideration.

Ideal candidates bring 5+ years of insurance experience, a current P&C license, and professional designations or active pursuit of them. This on-site position emphasizes collaboration, market strategy, and client service excellence.

Qualifications

• Minimum 5 years of insurance industry experience, focused on small/mid commercial placements.
• Current Property & Casualty license required.
• Professional designations such as CRM/CISR/CIC/AAI/ARM/CPCU preferred or actively pursued.

Responsibilities

• Manage and execute new business and renewal processes for small commercial accounts.
• Analyze exposure and financials, prepare quote specifications, and submit applications.
• Negotiate coverage terms and present proposals to clients and carriers.
• Develop market strategies and maintain relationships with carriers and wholesalers.
• Ensure licensing compliance and participate in ongoing professional development.
• Deliver strategic coverage recommendations tailored to client risk profiles.
• Mentor and guide newer team members and collaborate cross-functionally.
• Use rating tools and carrier systems to support quoting and proposals.
• Maintain accuracy and confidentiality in all client and carrier communications.

Skills

Strong analytical skills

Negotiation skills

Excellent communication

Mentoring

Team collaboration

Education

P&C license

CRM/CISR/CIC/CPCU designation or pursuing

Tools

Excel

Word

Applied/EPIC agency management system

Job description

About Acrisure

Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more. Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and has grown from $38 million to $4.3 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win.

Job Description

Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more. Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and has grown from $38 million to $4.3 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win.

Job Summary

We are seeking a Senior Commercial Lines Placement Specialist to join our Commercial Lines team (Small Commercial) – California. Our Commercial Lines Placement Specialists are responsible for managing and executing key components of the new business and renewal processes for small commercial insurance accounts. This includes overseeing timelines, conducting exposure and financial analysis, preparing quote specifications, submitting applications to insurance carriers’ quoting portals, negotiating coverage terms, and presenting proposals.

Responsibilities

• Timeline & Process Management: Responsible for maintaining the timeline and process during the new business and renewal process, inclusive of exposure analysis, quote specifications, analysis and negotiation of coverage offers, and preparation and presentation of coverage proposals.
• Market Strategy: Create and execute marketing strategies for select accounts, determining where to market based on risk characteristics, lines of coverage, business operations, and detailed market analysis.
• Market Relationships: Maintain familiarity and working relationships with various insurance companies and wholesalers, and stay informed of carrier appetites and market trends.
• Confidentiality: Handle confidential and non-routine information.
• Carrier Systems and Comparative Rating Tools: Use rating tools and carrier systems, when applicable, to assist in the quoting and proposal development process.
• Licensing Compliance: Abide by and maintain all licensing requirements, 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: Perform coverage gap analysis and deliver strategic coverage recommendations tailored to each client’s specific risk profile.
• Project Work: Work independently and within a team on special, nonrecurring, and ongoing projects. Requirements
• Excellent phone etiquette, written and verbal communication, presentation, and interpersonal skills.
• Strong critical thinking, financial analysis, and negotiation skills with the ability to analyze complex market data and influence placement outcomes.
• Ability to mentor and help develop newer team members.
• Ability to work with minimal supervision while also accepting direction on assigned projects.
• Proficiency with Microsoft Office Suite, including advanced knowledge of Excel and Word.
• Experience with Applied/EPIC agency management system preferred.
• Strong organizational skills with the ability to manage multiple priorities and meet deadlines.
• Demonstrated flexibility and adaptability in a fast-paced, changing environment.
• Exceptional attention to detail and commitment to document accuracy.
• Ability to work effectively within a collaborative team environment while delivering outstanding customer service.
• Strong knowledge of commercial insurance markets and basic applicable insurance coverages.
• Ability to develop and deliver professional proposal presentation documents.

Education & Experience

• Minimum of 5 years of insurance industry experience, with a focus on small/mid commercial account placements.
• Demonstrated knowledge of insurance carrier markets and placement strategies.
• Current Property & Casualty (P&C) insurance license required.
• Professional insurance designations such as CRM, CISR, CIC, AAI, ARM, or CPCU preferred, or active pursuit of one of these designations.

Pay Details

The base compensation range for this position is $70,000 - $118,000. 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.

Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

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.

Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York.

Employee 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].

Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws.

California Residents

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

Welcome, your new opportunity awaits you.