Placement Specialist

Acrisure•Waterford, CT

1d•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, analyzes exposures, prepares quote specifications, negotiates coverage terms, and prepares and presents proposals to clients. It collaborates closely with Client Advisors, Account Service Teams, insurance markets, carriers, and wholesalers to support high-quality service and clear communication. The position includes preparing property and casualty insurance submissions, analyzing exposure and loss data, reviewing policies and contracts, making coverage recommendations, and using carrier systems and comparative rating tools to assist with quoting and proposal development. The Placement Specialist also identifies opportunities to involve Risk Resources for complex client needs, handles confidential information, maintains licensing and continuing-education requirements, and participates in professional-development activities and projects. The role is intended for someone with relevant insurance experience, particularly in middle- to large-market placements. Acrisure states that candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership. The advertised base compensation range is $54,000–$90,000, with placement depending on factors including skills, experience, qualifications, location, and internal equity.

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 communication skills.
Ability to work with minimum supervision and accept direction on assignments.
Proficiency with Microsoft Office products, including strong knowledge of 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 ability to ensure document accuracy.
Ability to work effectively in a team environment and provide strong customer service.
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.
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 accounts, including exposure analysis, quote specifications, analysis and negotiation of coverage offers, and preparation and presentation of coverage proposals.
Communicate effectively with Client Advisors, Account Service Teams, insurance markets, and other team members.
Review insurance policies and contracts and recommend improvements.
Prepare property and casualty insurance submissions for new prospects and renewing accounts, including insurance specifications, ACORD applications in the agency management system, loss summaries, prospect profiles, and exposure schedules.
Analyze Excel spreadsheets containing prospect or client exposure and loss data, 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 licenses and continuing-education requirements.
Attend seminars, company meetings, carrier events, and educational activities to improve job expertise and product knowledge.
Perform coverage gap analysis and deliver 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 provide tailored solutions for complex client needs.

Benefits

Comprehensive medical insurance, dental insurance, and vision insurance.
Life and disability insurance.
Fertility benefits and wellness resources.
Paid sick time.
Generous paid time off and holidays.
Employee Assistance Program (EAP) and complimentary Calm app subscription.
401(k) plan with immediate vesting.
Health Savings Account (HSA) and Flexible Spending Account (FSA) options.
Commuter benefits and employee discount programs.
Paid maternity leave and paid paternity leave, including for adoptive parents.
Legal plan options.
Pet insurance coverage. The posting also notes that eligibility and waiting periods may apply and that benefits may vary by subsidiary and location.