Placement Specialist

Acrisure•Okemos, MI

7d•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 oversees timelines, conducts exposure analysis, prepares quote specifications, negotiates coverage terms, and prepares and presents client proposals. It works closely with Client Advisors, Account Service Teams, and carrier partners to provide high-quality service and maintain seamless communication. The Specialist also reviews policies and contracts, prepares property and casualty insurance submissions, analyzes exposure and loss data, supports quoting and proposal development, and provides tailored coverage recommendations. The position requires an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Requirements

Excellent phone etiquette and written, verbal, presentation, and interpersonal skills.
Ability to work with minimum supervision and accept direction on assigned work.
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 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.
Three to five 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.
Pursuit of a professional designation such as CRM, CISR, CIC, AAI, ARM, or CPCU.

Responsibilities

Maintain timelines and processes for new-business and renewal activity, 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.
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 prospect and client exposure or 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 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 clients' 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.