Senior Placement Specialist

Acrisure Mid-Atlantic Partners Insurance Services, LLC•Waterford Township, MI

6d•$70,000 - $110,000•Onsite

About The Position

The Senior Placement Specialist provides market expertise and carrier guidance for complex and challenging placements. The role supports the training and development of Placement Specialists, EPIC administration, submission quality, and workflow processes, and leads process improvement initiatives to promote consistency and operational efficiency. Duties may also include oversight of the shared Placement inbox and supporting the Placement Manager in coordinating assignments. The position manages timelines and processes throughout new-business and renewal workflows, including exposure analysis, quote specifications, coverage-offer analysis and negotiation, and preparation and presentation of coverage proposals. It prepares property and casualty insurance submissions, reviews policies and contracts, analyzes exposure and loss data, supports quote and proposal development, and provides strategic coverage recommendations tailored to clients' risk profiles. The role works with client-facing and service teams, insurance markets, and Risk Resources, while handling confidential information and maintaining applicable licensing and continuing education.

Requirements

At least 5 years of relevant insurance experience, with an emphasis on middle- to large-market placements.
Excellent phone etiquette, written and verbal communication, presentation, and interpersonal skills.
Ability to work with minimum supervision and accept direction on assignments.
Proficiency with MS Office products, particularly 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 to ensure 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.
Ability to create 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

Maintain timelines and processes for new-business and renewal workflows, including exposure analysis, quote specifications, analysis and negotiation of coverage offers, and preparation and presentation of coverage proposals.
Communicate effectively with the team, Client Advisors, Account Service Team, and insurance markets.
Review insurance policies and contracts and recommend improvements.
Prepare property and casualty insurance submissions for 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 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 deliver strategic coverage recommendations tailored to each client's risk profile.
Work independently and collaboratively on special, nonrecurring, and ongoing projects.
Identify opportunities to engage Risk Resources and partner with them to deliver tailored solutions for complex client needs.
Support training and development of Placement Specialists, EPIC administration, submission quality, workflow processes, and process improvement initiatives.
May oversee the shared Placement inbox and support the Placement Manager in coordinating assignments.