Placement Specialist

Acrisure Midwest Partners Insurance Services, LLC•Sioux Falls, SD

6d•Onsite

About The Position

Acrisure is seeking a Placement Specialist to manage and execute key components of the new business and renewal processes for insurance accounts. The role includes overseeing timelines, conducting exposure analysis, preparing quote specifications, negotiating coverage terms, and preparing and presenting comprehensive proposals to clients. The Placement Specialist works closely with Client Advisors, Account Service Teams, insurance markets, and carrier partners to support high-quality service delivery and seamless communication. The position also involves reviewing policies and contracts, preparing property and casualty submissions, analyzing client exposure and loss data, developing financial models for loss-sensitive programs when needed, and using carrier systems and comparative rating tools. The specialist maintains carrier and wholesaler relationships, identifies coverage gaps and recommends tailored strategies, engages Risk Resources for specialized expertise, and participates in professional development activities. The role requires handling confidential information, maintaining insurance licensing and continuing education, and working independently and collaboratively on ongoing and special projects. Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Requirements

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, particularly Excel and Word.
Strong organizational skills and ability to handle 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.
3–5 years of relevant insurance experience, emphasizing middle- to large-market placements.
Current Property and Casualty 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, insurance markets, and carrier partners.
Review insurance policies and contracts and recommend improvements.
Prepare property and casualty insurance submissions for new and renewing accounts, including coverage specifications, ACORD applications, loss summaries, prospect profiles, and exposure schedules.
Analyze client exposure and loss data in Excel 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 required insurance licensing and 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 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 deliver tailored solutions for complex client needs.