Strategic Placement Specialist

Acrisure Insurance Partners Services of NY, LLC•Cherry Grove Township, MI

18d•$70,000 - $100,000•Onsite

About The Position

The Strategic Placement Specialist manages and executes key components of the new-business and renewal processes for insurance accounts. The role oversees timelines, analyzes exposures, prepares quote specifications, negotiates coverage terms, and develops and presents comprehensive proposals to clients. It works closely with Client Advisors, Account Service Teams, and carrier partners to provide high-quality service and coordinated communication. The position includes preparing property and casualty submissions, reviewing policies and contracts, analyzing client exposure and loss data, maintaining market relationships, and providing coverage-gap analysis and strategic recommendations tailored to clients’ risk profiles. The specialist may also develop financial models for loss-sensitive programs, use carrier systems and comparative rating tools, and engage Risk Resources for specialized expertise. The role requires maintaining applicable insurance licensing and continuing education, handling confidential information, and contributing to both individual and team projects. The position is on-site to support collaboration, team leadership, and cross-functional partnership. The base compensation range is $70,000–$100,000, with placement dependent on factors including skills, experience, qualifications, location, and internal equity.

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 minimum supervision and accept direction on assignments.
Proficiency with Microsoft Office products, especially Excel and Word, and placement tools.
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 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 preferred.
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, coverage-offer analysis and negotiation, and proposal preparation and presentation.
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 prospects and renewing accounts, including coverage specifications, ACORD applications, 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.
Meet and maintain 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 clients’ 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 deliver tailored solutions for complex client needs.