Placement Specialist Commercial Lines

Acrisure•Sugar Land, 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 account data; prepares submissions and applications; negotiates coverage terms; and develops proposals for prospects and renewal business. The specialist maintains the timeline and process for new business and renewals, working with producers, Segment Leaders, carriers, wholesalers, and other team members.

Requirements

Minimum 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 minimal supervision and accept direction on assignments.
Proficiency with Microsoft Office products, particularly 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.
Strong presentation or relationship skills for presenting proposals in a highly interactive role.
Comfort with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Nice To Haves

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

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 effectively within the team, including with the producer and Segment Leader.
Review insurance policies and contracts and recommend improvements.
Prepare property and casualty insurance submissions for prospective and renewing accounts, including insurance specifications, ACORD applications, loss summaries, prospect profiles, and exposure schedules.
Attend prospect and proposal meetings with the producer as needed.
Analyze prospect exposure and loss data in Excel and develop financial models for loss-sensitive programs when necessary.
Respond to 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.