Senior Placement Specialist

Acrisure•Waterford, CT

7d•$70,000 - $110,000•Onsite

About The Position

The Senior Placement Specialist provides market expertise and carrier guidance for complex and challenging insurance placements. The role supports the training and development of Placement Specialists and contributes to EPIC administration, submission quality, and workflow processes. It also leads process improvement initiatives to promote consistency and operational efficiency. Duties may include oversight of the shared Placement inbox and supporting the Placement Manager with assignment coordination. The specialist manages timelines and processes across new business and renewal activity, including exposure analysis, quote specifications, evaluation and negotiation of coverage offers, and preparation and presentation of coverage proposals. The role works with Client Advisors, Account Service teams, insurers, and wholesalers; reviews policies and contracts; prepares property and casualty submissions; and analyzes exposure and loss data. It also performs coverage gap analysis, develops strategic recommendations for clients, and identifies when Risk Resources can provide specialized support. The position requires an applicable insurance license and at least five years of relevant insurance experience, with an emphasis on middle- to large-market placements. Candidates should be comfortable working on-site to support collaboration, team leadership, and cross-functional partnership. The stated base compensation range is $70,000 to $110,000.

Requirements

At least 5 years of relevant insurance experience, emphasizing middle- to large-market placements.
Excellent phone etiquette and written, verbal, presentation, and interpersonal communication skills.
Ability to work with minimal supervision and accept direction on assignments.
Proficiency with Microsoft Office products, including strong knowledge of 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 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.
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

Maintain timelines and processes for new business and renewal activity, including exposure analysis, quote specifications, analysis and negotiation of coverage offers, and preparation and presentation of coverage proposals.
Communicate effectively with team members, 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 client exposure and loss data in Excel 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 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 Placement Specialist training and development, EPIC administration, submission quality, workflow processes, and process improvement initiatives.
May oversee the shared Placement inbox and support the Placement Manager in coordinating assignments.