Placement Specialist

Acrisure•Waterford, CT

3d•$54,000 - $90,000•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 provide high-quality service and clear communication. The position also reviews policies and contracts, prepares property and casualty submissions, analyzes prospect exposure and loss data, supports quoting and proposal development, and delivers coverage recommendations tailored to client risk profiles. The role may work independently or collaboratively on special, ongoing, and nonrecurring projects and identifies opportunities to involve Risk Resources for complex client needs. Acrisure is a global fintech company offering solutions in insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services, and other areas. It reports employing more than 19,000 colleagues across more than 20 countries. The position is expected to be performed on-site 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 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 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.

Responsibilities

Maintain timelines and processes for new-business and renewal work, including exposure analysis, quote specifications, coverage-offer analysis and negotiation, and preparation and presentation of 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 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 necessary.
Maintain familiarity and working relationships with insurance companies and wholesalers.
Handle confidential and non-routine information.
Rate policies in carrier systems and use comparative rating tools, 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 analysis and provide strategic coverage recommendations tailored to client 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 deliver tailored solutions for complex client needs.