Placement Specialist

Acrisure Mid-Atlantic Partners Insurance Services, LLC•Waterford Township, MI

6d•$54,000 - $90,000•Onsite

About The Position

The Placement Specialist manages and executes key components of insurance account new-business and renewal processes. The role oversees timelines, conducts exposure analysis, prepares quote specifications, analyzes and negotiates coverage offers, and develops and presents comprehensive coverage proposals. It works closely with Client Advisors, Account Service Teams, insurance markets, and carrier partners to provide high-quality service and clear communication. The specialist reviews policies and contracts, recommends improvements, prepares property and casualty submissions, analyzes exposure and loss data, maintains carrier and wholesaler relationships, and uses carrier systems and comparative rating tools as applicable. The position also identifies coverage gaps and recommends strategies tailored to clients’ risk profiles, while engaging Risk Resources for specialized support on complex needs. The role requires maintaining applicable insurance licensing and continuing education, handling confidential information, and contributing to individual and team projects. This is an on-site role. The stated base compensation range is $54,000–$90,000, with placement depending on factors such as skills, experience, qualifications, location, and internal equity. A college degree and relevant professional designation are preferred; an applicable insurance license is required.

Requirements

3–5 years of relevant insurance experience, with an emphasis on middle- to large-market placements.
Excellent phone etiquette, written and verbal communication, presentation, and interpersonal skills.
Ability to work with minimal supervision and accept direction on assignments.
Proficiency with Microsoft Office products, particularly Excel and Word, and placement work.
Strong organizational skills and ability to manage multiple tasks and prioritize work.
Flexibility and adaptability when priorities and deadlines change.
Strong attention to detail to ensure document accuracy.
Ability to work effectively in a team environment with strong customer-service skills.
Broker or agent experience, including marketing large middle-market accounts to carriers, and excellent knowledge of insurance markets.
Strong knowledge of basic applicable insurance coverages.
Proficiency in creating required proposal presentation documents.
Must currently hold an applicable insurance license.

Nice To Haves

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

Responsibilities

Manage timelines and processes for new-business and renewal accounts, including exposure analysis, quote specifications, coverage-offer analysis and negotiation, and preparation and presentation of coverage proposals.
Communicate effectively with Client Advisors, Account Service Teams, insurance markets, and carrier partners.
Review insurance policies and contracts and recommend improvements.
Prepare property and casualty insurance submissions for new prospects and renewing accounts, including coverage specifications, ACORD applications using the agency management system, loss summaries, prospect profiles, and exposure schedules.
Analyze client exposure and loss-data spreadsheets and develop financial models for loss-sensitive programs when needed.
Maintain familiarity and working relationships with insurance companies and wholesalers.
Handle confidential and non-routine information.
Rate policies in carrier systems, when applicable, to support quoting and proposal development.
Maintain applicable insurance licensing and meet continuing-education requirements.
Attend seminars, company meetings, carrier events, and educational activities to improve job expertise and product knowledge.
Perform coverage-gap analysis and deliver strategic coverage recommendations tailored to clients’ risk profiles.
Work independently and collaboratively on special, nonrecurring, and ongoing projects.
Identify opportunities to engage Risk Resources and partner with them to deliver tailored solutions for complex client needs.