Placement Specialist

Acrisure•Jefferson City, MO

6d•Onsite

About The Position

Acrisure is seeking a Placement Specialist to manage and execute key parts of the new business and renewal processes for insurance accounts. The role oversees timelines, analyzes exposures, prepares quote specifications, negotiates coverage terms, and prepares and presents comprehensive proposals to clients. It works closely with Client Advisors, Account Service Teams, insurance markets, and carrier partners to support high-quality service and clear communication. The Placement Specialist reviews insurance policies and contracts, recommends improvements, prepares property and casualty submissions, analyzes client exposure and loss data, and develops financial models for loss-sensitive programs when needed. The role also supports rating and proposal development through carrier systems and comparative rating tools, conducts coverage gap analyses, and provides recommendations tailored to each client’s risk profile. It identifies opportunities to engage Risk Resources for specialized expertise and contributes independently and collaboratively to special, ongoing, and nonrecurring projects. The position requires maintaining insurance licensing and continuing education, and participating in seminars, company meetings, carrier events, and other educational activities. Acrisure indicates that candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Requirements

Excellent phone etiquette and written, verbal, presentation, and interpersonal skills.
Ability to work with minimum supervision and accept directions for assigned work.
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 and document accuracy.
Ability to work effectively in a team environment and provide strong customer service.
Experience with a broker or agent, 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.
Three to five years of relevant insurance experience, with an emphasis on middle- to large-market placements.
Current Property and Casualty insurance license.

Nice To Haves

Experience with Epic.
College degree preferred.
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, analysis and negotiation of coverage offers, and preparation and presentation of coverage proposals.
Communicate 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, loss summaries, prospect profiles, and exposure schedules.
Analyze spreadsheets of client exposure and loss data and develop financial models for loss-sensitive programs when necessary.
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 insurance licensing requirements, including continuing education.
Attend seminars, company meetings, carrier events, and educational activities to improve job expertise and product knowledge.
Perform coverage gap analyses and provide strategic coverage recommendations tailored to clients’ risk profiles.
Work independently and with a team on special, nonrecurring, and ongoing projects.
Identify opportunities to engage Risk Resources and partner with them to address complex client needs.