Placement Specialist

Acrisure Mid-Atlantic Partners Insurance Services, LLC•Tredyffrin Township, PA

8d•Onsite

About The Position

The Placement Specialist manages and executes key components of insurance account new-business and renewal processes. 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, carriers, and wholesalers to support high-quality service and effective communication. The position includes preparing property and casualty insurance submissions, reviewing policies and contracts, analyzing exposure and loss data, developing financial models for loss-sensitive programs when needed, and identifying coverage gaps with strategic recommendations tailored to client risk profiles. The Specialist also supports quoting and proposal development through carrier systems and comparative rating tools, maintains licensing and continuing-education requirements, and participates in professional development and project work. 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 skills.
Ability to work with minimal supervision and accept direction on assignments.
Proficiency with Microsoft Office, particularly Excel and Word, and placement work.
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 and provide strong customer service.
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.
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.

Responsibilities

Manage timelines and processes for new-business and renewal accounts, including exposure analysis, quote specifications, coverage-offer analysis and negotiation, and preparation and presentation of coverage proposals.
Communicate effectively with Client Advisors, Account Service Teams, and insurance markets.
Review insurance policies and contracts and recommend improvements.
Collaborate on property and casualty insurance submissions for prospects and renewing accounts, including coverage specifications, ACORD applications in 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 appropriately.
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 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 tailored solutions for complex client needs.