Strategic Placement Specialist

Acrisure

. Manage and execute key components of new business and renewal processes for insurance accounts .

Posted 10/20/2026full-timeUnited StatesMid-LevelSenior💰 $70,000 - $100,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing insurance account processes, including exposure analysis, coverage proposals, and policy reviews. Proficient in financial modeling and maintaining relationships with insurance markets while ensuring compliance with licensing requirements.

Highest-signal resume keywords

Insurance ExperienceExposure AnalysisMS Office ProficiencyInsurance LicenseProposal Presentation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Exposure AnalysisQuote SpecificationsCoverage Proposal PreparationFinancial ModelingPolicy RatingAcord ApplicationsLoss SummariesExcel Spreadsheet AnalysisCoverage-Gap AnalysisInsurance Coverage Knowledge

Soft Skills

Communication SkillsInterpersonal SkillsOrganizational SkillsAttention to DetailCustomer Service Skills

Tools & Technologies

MS OfficeExcelEpicComparative Rating Tools

Certifications & Qualifications

Insurance LicenseCRMCISRCICAAIARMCPCU

Industry Keywords

Property and Casualty InsuranceMiddle Market PlacementsInsurance PoliciesInsurance ContractsBroker/Agent Experience

About the role

Key responsibilities & impact

Manage and execute key components of new business and renewal processes for insurance accounts
Maintain timelines and processes, including exposure analysis, quote specifications, coverage-offer analysis and negotiation, and coverage-proposal preparation and presentation
Communicate with Client Advisors, Account Service Teams, and insurance markets
Review insurance policies and contracts and recommend improvements
Prepare property and casualty insurance submissions, including insurance specifications, Acord applications, loss summaries, prospect profiles, and exposure schedules
Analyze Excel spreadsheets containing client 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 requirements, including continuing education
Attend seminars, company meetings, carrier events, and educational activities
Perform coverage-gap analysis and deliver strategic coverage recommendations
Work independently and in teams on special, nonrecurring, and ongoing projects
Identify opportunities to engage Risk Resources for specialized expertise and deliver tailored solutions for complex client needs

Requirements

What you’ll need

3-5 years relevant insurance experience required, with an emphasis on middle to large market placements
Excellent phone etiquette, written and verbal communication, presentation, and interpersonal skills
Able to work with minimum supervision and accept direction on given assignments
Proficient with MS Office Products, including a high knowledge of Excel and Word
Experience with Epic 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 a broker/agent, including marketing large middle market accounts to carriers; excellent knowledge of the markets
Strong knowledge of all basic applicable insurance coverages
Proficient in creating required proposal presentation documents
Must currently hold an applicable insurance license
Pursuit of a professional designation—CRM, CISR, CIC, AAI, ARM, or CPCU—preferred

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