Placement Specialist Commercial Lines

Acrisure•La Grange, TX

3d•Onsite

About The Position

The Placement Specialist markets property and casualty insurance programs for prospective small- to middle-market accounts, covering both new and renewal business. The role gathers, analyzes, and organizes account data; prepares submissions and applications; negotiates coverage terms; and develops proposals for prospects. The specialist manages timelines and processes throughout new business and renewal cycles, including exposure analysis, quote specifications, evaluation and negotiation of coverage offers, and preparation and presentation of coverage proposals. The position collaborates with producers, Segment Leaders, colleagues, carriers, and wholesalers, and may attend prospect and proposal meetings with a producer. It also reviews insurance policies and contracts, recommends improvements, analyzes exposure and loss data, and may develop financial models for loss-sensitive programs. The position requires maintaining insurance licensing and continuing education, handling confidential information, and participating in professional development activities. Candidates should be comfortable working on-site to support collaboration, team leadership, and cross-functional partnership.

Requirements

At least 3–5 years of relevant Commercial Lines experience.
Current property and casualty insurance license.
Experience with a broker or agent, including marketing small- to middle-market accounts to carriers, and excellent knowledge of insurance markets.
Strong knowledge of basic property and casualty coverages.
Excellent phone etiquette, written and verbal communication, presentation, and interpersonal skills.
Ability to work with minimum supervision and accept direction on assignments.
Proficiency with Microsoft Office products, especially Excel and Word.
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 and provide strong customer service.
Superior presentation or relationship skills for presenting proposals in a highly interactive role.

Nice To Haves

College degree preferred.
Pursuit of a professional designation such as CISR, CIC, AAI, ARM, or CPCU preferred.
Experience with Epic preferred.

Responsibilities

Maintain timelines and processes for new business and renewal work, including exposure analysis, quote specifications, analysis and negotiation of coverage offers, and preparation and presentation of coverage proposals.
Communicate effectively within the team, including with the producer and Segment Leader.
Review insurance policies and contracts and recommend improvements.
Work with others to prepare property and casualty insurance submissions for new prospects and renewing accounts, including insurance specifications, ACORD applications using the agency management system, loss summaries, prospect profiles, and exposure schedules.
Attend prospect and proposal meetings with the producer as needed.
Analyze client exposure and loss-data spreadsheets and develop financial models for loss-sensitive programs when necessary.
Answer prospect and carrier phone calls.
Maintain familiarity and working relationships with insurance companies and wholesalers.
Handle confidential and non-routine information.
Maintain all licensing requirements, including continuing education.
Attend seminars, company meetings, carrier events, and educational activities to improve job expertise and product knowledge.
Work independently and as part of a team on special, nonrecurring, and ongoing projects.