Placement Specialist

Acrisure East Insurance Services, LLC•Parsippany-Troy Hills, NJ

5d•$64,000 - $84,000•Onsite

About The Position

The Placement Specialist manages and executes key components of new-business and renewal processes for insurance accounts. Responsibilities include maintaining timelines, conducting exposure and coverage analysis, preparing quote specifications, negotiating coverage terms, and preparing and presenting client proposals. The role works closely with Client Advisors, Account Service Teams, and carrier partners to support high-quality service and clear communication. The position includes preparing property and casualty insurance submissions, reviewing policies and contracts, analyzing exposure and loss data, maintaining market relationships, and using carrier systems and comparative rating tools as applicable. The Specialist also supports licensing compliance, ongoing professional development, coverage strategy, and projects, and identifies opportunities to involve Risk Resources in complex client needs. Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership. The base compensation range is $64,000–$84,000; placement depends 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, especially Excel and Word, and placement work.
Strong organizational skills and ability to handle 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.
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

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, 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 using the agency management system, loss summaries, prospect profiles, and exposure schedules.
Analyze prospect exposure and loss-data spreadsheets 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 assist with 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 provide strategic coverage recommendations tailored to each client’s risk profile.
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.