Senior Placement Specialist – CL Large/Middle Market

Acrisure

Sr Placement Specialist managing mid-to-large commercial insurance accounts for clients at Acrisure. Leading strategies for coverage negotiation, risk analysis, and team mentorship.

Posted 7/16/2026full-timeWalnut Creek • California • 🇺🇸 United StatesSenior💰 $105,000 - $150,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing complex commercial insurance placements, including financial analysis, risk assessment, and strategic negotiation. Proven ability to cultivate relationships with carriers and deliver tailored insurance solutions while ensuring compliance and accuracy.

Highest-signal resume keywords

Large Commercial Account PlacementsFinancial AnalysisNegotiation SkillsMS Office ProficiencyInsurance License

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Exposure AnalysisQuote SpecificationsCoverage ProposalsFinancial ModelingCoverage Gap AnalysisProposal Presentation CreationMarket AnalysisRisk Financing MechanismsInsurance Coverage KnowledgeAlternative Risk Placement

Soft Skills

Communication SkillsInterpersonal SkillsOrganizational SkillsCritical ThinkingCustomer Service Skills

Tools & Technologies

MS ExcelMS WordApplied Epic

Certifications & Qualifications

CRMCISRCICAAIARMCPCU

Industry Keywords

InsuranceRisk ManagementCommercial InsuranceBroker/Agent ExperienceMarket Intelligence

About the role

Key responsibilities & impact

Responsible for maintaining the timeline and process during the new business and renewal process, inclusive of exposure analysis, quote specifications, analysis and negotiation of coverage offers, and preparation and presentation of coverage proposals
Develop and execute high-level placement strategies for complex accounts, leveraging deep market intelligence and carrier relationships, while determining where to market based on risk characteristics, large deductibles, captives, and detailed market analysis
Evaluate and analyze alternative risk financing mechanisms, including large deductible programs and captive structures, to determine the most advantageous placement approach
Strategize and build insurance towers for select accounts to provide higher coverage limits beyond standard primary policies
Conduct in-depth financial modeling and exposure analysis to optimize coverage and cost efficiency
Exercise independent judgment in the placement of accounts with alternative carriers, balancing client needs with market conditions
Oversee end-to-end placement processes, ensuring compliance, accuracy, and timely execution
Lead year-end portfolio reviews, identifying performance trends and recommending strategic improvements
Cultivate and maintain executive-level relationships with carriers and wholesalers to secure favorable terms and innovative solutions
Communicate effectively within the team environment, inclusive of the Client Advisors and Account Service Team, as well as with markets
Collaborate directly with Client Advisors in client-facing discussions on marketing strategy and placement outcomes
Act as a subject matter expert, providing guidance and training to Placement Specialists and Account Teams
Champion professional development initiatives and fostering a culture of continuous improvement
Review insurance policies and contracts and make recommendations for improvement
Work with others to prepare property and casualty insurance submissions for new business prospects and renewing accounts
Analyze Excel spreadsheets of prospect client exposure and/or loss data, as well as develop financial models of loss-sensitive programs when necessary
Use rating tools and carrier systems, when applicable, to assist in the quoting and proposal development process
Abide by and maintain all licensing requirements, including continuing education
Attend seminars, company meetings, carrier events, and educational activities needed to improve overall job expertise and product knowledge
Perform coverage gap analysis and deliver strategic coverage recommendations tailored to each client’s specific risk profile
Work independently and within a team on special, nonrecurring, and ongoing projects
Identify opportunities to engage Risk Resources for specialized expertise and partner with them to deliver tailored solutions for complex client needs.

Requirements

What you’ll need

7+ years of relevant insurance experience, with an emphasis on large commercial account placements
Excellent phone etiquette, written and verbal communication, presentation, and interpersonal skills
Strong critical thinking, financial analysis, and negotiation skills with demonstrated ability to analyze complex market data and influence placement outcomes
Able to work with minimum supervision; able to accept directions on given assignments
Proficient with MS Office products, including a high knowledge of Excel and Word
Experience with Applied Epic a plus
Strong organizational skills and ability to handle multiple tasks and prioritize work
Demonstrated flexibility and adaptability to changing priorities and deadlines
Strong attention to detail to ensure document accuracy
Able to work effectively in a team environment with strong customer service skills
Experience with a broker/agent, including marketing large middle market accounts to carriers; excellent knowledge of the markets
Strong knowledge of all basic applicable insurance coverages
Proficient in creating proposal presentation documents identified as required documents
College degree preferred
Must currently hold an applicable insurance license
Pursuit of a professional designation – CRM, CISR, CIC, AAI, ARM, CPCU – preferred.

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