Placement Specialist Commercial Lines

Acrisure Texas Risk Advisors & Insurance Services, LLC•McKinney, TX

3d•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 account data; prepares submissions and applications; negotiates coverage terms; and develops proposals for prospects and renewal business. This position maintains 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. The Specialist works with producers, Segment Leaders, carriers, wholesalers, and other team members, and may attend prospect and proposal meetings. The role also reviews insurance policies and contracts, prepares insurance submissions, analyzes exposure and loss data, and develops financial models for loss-sensitive programs when needed. Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership. Acrisure describes its benefits as a comprehensive suite supporting physical, mental, financial, and family wellness; eligibility and waiting periods may apply, and offerings may vary by subsidiary and location.

Requirements

Excellent phone etiquette and written, verbal, 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 and document accuracy.
Ability to work effectively in a team environment with strong customer service skills.
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.
Superior presentation or relationship skills for a highly interactive role.
Three to five years of relevant Commercial Lines experience.
Property and casualty insurance license.

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, 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 new prospects and renewing accounts, including coverage specifications, ACORD applications in 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 for 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 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.