Placement Specialist

Acrisure

. Manage timelines and processes for new business and renewal activities .

Posted 10/2/2026full-timeUnited StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing insurance processes, conducting exposure analysis, and preparing comprehensive coverage proposals. Proficient in maintaining client relationships and ensuring compliance with licensing requirements while delivering strategic recommendations.

Highest-signal resume keywords

Insurance Market KnowledgeProposal Presentation CreationExposure AnalysisInsurance LicenseMS Office Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Exposure AnalysisCoverage NegotiationFinancial ModelingPolicy RatingDocument PreparationAcord ApplicationsLoss SummariesProspect ProfilesCoverage Gap AnalysisInsurance Specifications

Soft Skills

Communication SkillsOrganizational SkillsAttention to DetailCustomer Service SkillsTeam Collaboration

Tools & Technologies

MS ExcelMS WordEpicComparative Rating Tools

Certifications & Qualifications

Insurance LicenseCRMCISRCICAAIARMCPCU

Industry Keywords

Property and Casualty InsuranceMiddle Market AccountsInsurance PoliciesCarrier PartnersInsurance Contracts

About the role

Key responsibilities & impact

Manage timelines and processes for new business and renewal activities
Conduct exposure analysis and prepare quote specifications
Analyze and negotiate coverage offers
Prepare and present comprehensive coverage proposals
Communicate with Client Advisors, Account Service Teams, markets, and carrier partners
Review insurance policies and contracts and recommend improvements
Prepare property and casualty insurance submissions for new business prospects and renewing accounts
Prepare insurance specifications, Acord applications, loss summaries, prospect profiles, and exposure schedules
Analyze Excel spreadsheets containing prospect exposure and loss data
Develop financial models for loss-sensitive programs when necessary
Maintain relationships with insurance companies and wholesalers
Handle confidential and non-routine information
Rate policies in carrier systems and comparative rating tools
Maintain licensing compliance and continuing education
Attend seminars, company meetings, carrier events, and educational activities
Perform coverage gap analysis and deliver strategic coverage recommendations
Work independently and on team-based special, ongoing, and nonrecurring projects
Identify opportunities to engage Risk Resources for specialized expertise

Requirements

What you’ll need

Excellent phone etiquette, written and verbal communication, presentation, and interpersonal skills
Able to work with minimum supervision and accept directions given assignments
Proficient with MS Office products, especially Excel and Word
Strong organizational skills and ability to handle multiple tasks and prioritize work
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 insurance markets
Strong knowledge of basic applicable insurance coverages
Proficient in creating required proposal presentation documents
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
Pursuit of a professional designation (CRM, CISR, CIC, AAI, ARM, CPCU) is preferred
Candidates should be comfortable with an on-site presence

Benefits

Comp & perks

Comprehensive medical insurance, dental insurance, and vision insurance
Life and disability insurance
Fertility benefits
Wellness resources
Paid sick time
Generous paid time off and holidays
Employee Assistance Program (EAP)
Complimentary Calm app subscription
Immediate vesting in a 401(k) plan
Health Savings Account (HSA) and Flexible Spending Account (FSA) options
Commuter benefits
Employee discount programs
Paid maternity leave and paid paternity leave, including for adoptive parents
Legal plan options
Pet insurance coverage