Placement Specialist – CL Large/Mid Market

Acrisure

Commercial Lines Placement Specialist handling underwriting processes for Acrisure's insurance offerings. Collaborating with carriers and partners for account placements and risk analysis.

Posted 7/15/2026full-timeWalnut Creek • California • 🇺🇸 United StatesMid-LevelSenior💰 $75,000 - $125,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Commercial Lines underwriting processes, including risk analysis, compliance with state regulations, and relationship management with insurance carriers. Proficient in managing multiple projects while ensuring quality control and effective communication with internal teams and external partners.

Highest-signal resume keywords

Commercial Lines UnderwritingRisk AnalysisInsurance Carrier Relationship ManagementState Insurance LicenseProject Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Underwriting GuidelinesRisk Characteristics AnalysisCoverage AnalysisFile DocumentationInsurance Experience

Soft Skills

Detail OrientedAnalytical SkillsProblem-Solving SkillsOrganizational SkillsDependability

Tools & Technologies

Insurance Company DatabaseAcrisure ACE

Certifications & Qualifications

State Insurance LicenseBachelor's Degree

Industry Keywords

Commercial Account PlacementsLoss Control RecommendationsLoss HistoryCredit ChecksD&B Reports

About the role

Key responsibilities & impact

Handling all Commercial Lines internal rating process with select insurance carriers
Serve as a liaison for insurance carriers relationship management
Facilitate the placement of accounts within Acrisure ACE and agency partners
Facilitate out bound marketing of select programs
Analyze submissions to make decisions based on individual risk characteristics
Utilize underwriting guidelines to ensure compliance with authority levels and state regulations
Review and analyze relevant underwriting information for risks including Applications, Inspections, Loss Control Recommendations, Loss History, credit checks, D&B reports, etc.
Accept, decline or modify new and renewal business to ensure a profitable book of business
Handle new and renewal underwriting process including but not limited to rating or submitting to insurance company, negotiating with Sales/Service team and/or company as necessary
Provide coverage analysis and recommendations for improved or additional coverage
Communicate with Commercial and Personal Lines teams and insurance companies to answer questions and resolve problems
Develop and maintain positive and productive agency relationships within appointed insurance companies
Maintain insurance company database, directory and website access for all agency users
Adhere to and comply with organization policies and procedures, sales and service standards and established workflows
Demonstrate effective and efficient quality control through proper file documentation and maintenance

Requirements

What you’ll need

Be dependable and consistently report to work on time prepared to perform duties of the position.
Advanced automation knowledge and skills.
Ability to be detail oriented, organize and prioritize effectively.
Ability to manage multiple projects and consistently meet deadlines.
Good analytical and problem-solving skills.
Bachelor’s degree and/or equivalent or insurance experience.
5-10 Years of relevant insurance experience, with an emphasis on mid-to-large commercial account placements.
Applicable current state insurance license.

Benefits

Comp & perks

Comprehensive medical insurance, dental insurance, and vision insurance
Life and disability insurance
Fertility benefits
Wellness resources
Paid sick time
Generous paid time off and holidays
Employee Assistance Program (EAP)
Complimentary Calm app subscription
Immediate vesting in a 401(k) plan
Health Savings Account (HSA) and Flexible Spending Account (FSA) options
Commuter benefits
Employee discount programs
Paid maternity leave and paid paternity leave (including for adoptive parents)
Legal plan options
Pet insurance coverage