Senior Placement Specialist

Acrisure•Waterford, CT

5d•$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 in coordinating assignments. The specialist manages timelines and processes for new business and renewals, including exposure analysis, quote specifications, analysis and negotiation of coverage offers, and preparation and presentation of coverage proposals. The position works with Client Advisors, the Account Service Team, and insurance markets; reviews policies and contracts and recommends improvements; prepares property and casualty submissions; analyzes exposure and loss data; maintains market relationships; and supports quoting and proposal development through carrier systems and comparative rating tools. The role also performs coverage gap analysis, develops tailored recommendations, and identifies opportunities to engage Risk Resources for complex client needs. The position requires maintaining applicable insurance licensing and continuing education, participating in professional development activities, handling confidential information, and completing special, ongoing, and nonrecurring projects independently and collaboratively. Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Requirements

At least 5 years of relevant insurance experience, with emphasis on middle- to large-market placements.
Excellent phone etiquette and written, verbal, presentation, and interpersonal skills.
Ability to work with minimum supervision and accept direction on assignments.
Proficiency with Microsoft Office, including strong knowledge of Excel and Word.
Strong organizational skills and ability to handle multiple tasks and prioritize work.
Flexibility and adaptability to changing priorities and deadlines.
Strong attention to detail 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.
Comfort with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Nice To Haves

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

Responsibilities

Maintain timelines and processes for new business and renewal work, including exposure analysis, quote specifications, coverage-offer analysis and negotiation, and preparation and presentation of coverage proposals.
Communicate with the Placement team, Client Advisors, Account Service Team, and insurance markets.
Review insurance policies and contracts and recommend improvements.
Prepare property and casualty insurance submissions for new prospects and renewing accounts, including insurance 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 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 analysis and provide strategic coverage recommendations tailored to client risk profiles.
Work independently and with a team on special, nonrecurring, and ongoing projects.
Identify opportunities to engage Risk Resources and partner with them to address complex client needs.
Support the training and development of Placement Specialists, EPIC administration, submission quality, and workflow processes.
Lead process improvement initiatives to drive consistency and operational efficiency.
May oversee the shared Placement inbox and support the Placement Manager in coordinating assignments.