Commercial Lines Placement Specialist

Acrisure•Bulverde, TX

2d•Onsite

About The Position

The Placement Specialist markets property and casualty insurance programs for prospective small to middle market accounts. The role gathers, analyzes, and organizes data; prepares submissions and applications; negotiates coverage terms; and prepares proposals for prospects, for both new and renewal business. The position supports the new-business and renewal processes, works with producers and Segment Leaders, and maintains relationships with insurance companies and wholesalers. Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Requirements

At least 3–5 years of relevant Commercial Lines experience.
Property and casualty insurance license.
Experience with a broker or agent, including marketing small to middle market accounts to carriers, and excellent knowledge of insurance markets.
Strong knowledge of basic property and casualty coverages.
Excellent phone etiquette, written and verbal communication, presentation, and interpersonal skills.
Ability to work with minimum supervision and accept direction on assignments.
Proficiency with Microsoft Office products, especially Excel and Word.
Strong organizational skills and ability to manage multiple tasks and prioritize work.
Flexibility and adaptability to changing priorities and deadlines.
Strong attention to detail and document accuracy.
Ability to work effectively in a team environment with strong customer service skills.
Superior presentation or relationship skills for presenting proposals in a highly interactive role.

Nice To Haves

College degree.
Pursuit of a professional designation such as CISR, CIC, AAI, ARM, or CPCU.
Experience with Epic.

Responsibilities

Maintain timelines and processes for new business and renewals, including exposure analysis, quote specifications, analysis and negotiation of coverage offers, and preparation and presentation of coverage proposals.
Communicate effectively within the team, including with the producer and Segment Leader.
Review insurance policies and contracts and recommend improvements.
Work with others to prepare property and casualty insurance submissions for prospects and renewing accounts, including insurance specifications, ACORD applications using the agency management system, loss summaries, prospect profiles, and exposure schedules.
Attend prospect and proposal meetings with the producer as needed.
Analyze Excel spreadsheets containing prospect exposure or loss data and develop financial models of loss-sensitive programs when necessary.
Answer prospect and carrier phone calls.
Maintain familiarity and working relationships with insurance companies and wholesalers.
Handle confidential and non-routine information.
Maintain all licensing requirements, including continuing education.
Attend seminars, company meetings, carrier events, and educational activities to improve job expertise and product knowledge.
Work independently and with a team on special, nonrecurring, and ongoing projects.