Placement Specialist

Acrisure•Parsippany, NJ

5d•$64,000 - $84,000•Onsite

About The Position

The Placement Specialist manages and executes key components of insurance account new-business and renewal processes. The role oversees timelines, analyzes exposures, prepares quote specifications, negotiates coverage terms, and prepares and presents comprehensive client proposals. It works closely with Client Advisors, Account Service Teams, and carrier partners to support high-quality service and clear communication. The position also reviews policies and contracts, prepares property and casualty submissions, analyzes exposure and loss data, supports quoting and proposal development, and develops tailored coverage recommendations based on client risk profiles. The role requires maintaining insurance licensing and continuing education, building market relationships, and participating in professional development and project work. Candidates should be comfortable working on-site to support collaboration, team leadership, and cross-functional partnership.

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 skills.
Ability to work with minimal supervision and accept direction on assignments.
Proficiency with Microsoft Office products, 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 ability to ensure 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.
Currently hold an applicable 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

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 new prospects and renewing accounts, including coverage specifications, ACORD applications, loss summaries, prospect profiles, and exposure schedules.
Analyze spreadsheets containing prospect exposure or loss data 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 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 analysis 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.