Placement Specialist

Acrisure•Wayne, PA

21h•Onsite

About The Position

The Placement Specialist manages and executes key components of new-business and renewal processes for insurance accounts. Responsibilities include managing timelines, conducting exposure analysis, preparing quote specifications, analyzing and negotiating coverage offers, and preparing and presenting client proposals. The role involves close collaboration with Client Advisors, Account Service Teams, insurance markets, and carrier partners to deliver high-quality service and ensure clear communication. The position also includes reviewing policies and contracts, preparing property and casualty insurance submissions, analyzing client exposure and loss data, using carrier systems and rating tools, and developing coverage recommendations tailored to client risk profiles. The Placement Specialist maintains insurance market relationships, follows licensing and continuing-education requirements, and contributes independently and collaboratively to projects. 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, including strong knowledge of Excel and Word, and placement tools.
Strong organizational skills and the 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.
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.
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, coverage-offer analysis and negotiation, and proposal preparation and presentation.
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 client exposure and loss data in Excel 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 assist with quoting and proposal development.
Maintain applicable insurance licenses and continuing-education requirements.
Attend seminars, company meetings, carrier events, and educational activities to improve job expertise and product knowledge.
Perform coverage-gap analysis and provide strategic coverage recommendations tailored to client risk profiles.
Work independently and collaboratively on special, nonrecurring, and ongoing projects.
Identify opportunities to engage Risk Resources and partner with them to deliver solutions for complex client needs.