Placement Specialist

Acrisure•Wayne, PA

2d•Onsite

About The Position

The Placement Specialist manages and executes key components of new-business and renewal processes for insurance accounts. The role oversees timelines, conducts exposure analysis, prepares quote specifications, analyzes and negotiates coverage offers, and prepares and presents coverage proposals. It works closely with Client Advisors, Account Service Teams, insurance markets, and carrier partners to support high-quality service and seamless communication. The specialist reviews policies and contracts, recommends improvements, prepares property and casualty submissions, analyzes exposure and loss data, and develops financial models for loss-sensitive programs when needed. The position also supports proposal development through carrier rating systems and comparative tools, maintains insurance licensing and product knowledge, conducts coverage gap analyses, and engages Risk Resources for complex client needs. Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Requirements

3–5 years of relevant insurance experience, with an emphasis on middle- to large-market placements.
Excellent phone etiquette and written, verbal, presentation, and interpersonal communication 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 when priorities and deadlines change.
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 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 preferred.
Pursuit of a professional designation such as CRM, CISR, CIC, AAI, ARM, or CPCU preferred.

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 with Client Advisors, Account Service Teams, markets, and carrier partners.
Review insurance policies and contracts and recommend improvements.
Prepare property and casualty insurance submissions for new-business prospects and renewing accounts, including coverage specifications, ACORD applications, loss summaries, prospect profiles, and exposure schedules.
Analyze client exposure and loss data in spreadsheets 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 applicable 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 collaboratively on special, nonrecurring, and ongoing projects.
Identify opportunities to engage Risk Resources and partner with them to address complex client needs.