Commercial Lines Placement Specialist

Acrisure South Insurance Services, LLC•Metairie, LA

7d•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 Specialist maintains the timeline and process through new business and renewal activities, including exposure analysis, quote specifications, analysis and negotiation of coverage offers, and preparation and presentation of coverage proposals. The role works with producers, Segment Leaders, insurance companies, and wholesalers, and may attend prospect and proposal meetings as needed. This position requires an on-site presence to support collaboration, team leadership, and cross-functional partnership. The Specialist must maintain required insurance licensing and continuing education and participate in educational activities to strengthen job expertise and product knowledge.

Requirements

Minimum 3–5 years of relevant Commercial Lines experience.
Property and casualty insurance license required.
Experience with a broker or agent, including marketing small- to middle-market accounts to carriers, and excellent knowledge of the markets.
Strong knowledge of basic property and casualty coverages.
Excellent phone etiquette and 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 handle multiple tasks and prioritize work.
Flexibility and adaptability to changing priorities and deadlines.
Strong attention to detail to ensure document accuracy.
Ability to work effectively in a team environment with strong customer service skills.
Strong 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 renewal activity, including exposure analysis, quote specifications, coverage-offer analysis and negotiation, 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 submissions for new 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 prospect exposure and loss-data spreadsheets and, when necessary, develop financial models for loss-sensitive programs.
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.