Placement Specialist

Acrisure Midwest Partners Insurance Services, LLC•Lansing, MI

2d•Onsite

About The Position

Acrisure is seeking a Placement Specialist to manage 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 presenting proposals to clients. The specialist works closely with Client Advisors, Account Service Teams, and carrier partners to provide high-quality service and ensure effective communication. The position also involves reviewing policies and contracts, preparing property and casualty insurance submissions, analyzing exposure and loss data, maintaining market relationships, and using carrier systems and comparative rating tools as applicable. The specialist performs coverage gap analyses, provides strategic recommendations tailored to clients’ risk profiles, and identifies opportunities to engage Risk Resources for complex needs. Candidates should be comfortable working on-site to support collaboration, team leadership, and cross-functional partnership.

Requirements

Excellent phone etiquette and written, verbal, presentation, and interpersonal skills.
Ability to work with minimal 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 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.
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, with an emphasis on 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, analysis and negotiation of coverage offers, and preparation and presentation of coverage proposals.
Communicate with Client Advisors, Account Service Teams, and insurance markets.
Review insurance policies and contracts and recommend improvements.
Prepare property and casualty insurance submissions for prospects 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 needed.
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 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 analyses and deliver 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 develop tailored solutions for complex client needs.