Placement Specialist – Commercial Large/Mid Market

Acrisure

Manage and execute new business and renewal processes for mid-to-large commercial insurance accounts at Acrisure. Collaborate with Client Advisors and carrier partners, ensuring optimal risk transfer solutions.

Posted 7/16/2026full-timeWalnut Creek • California • 🇺🇸 United StatesMid-LevelSenior💰 $75,000 - $125,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in managing commercial insurance accounts, including new business and renewal processes, while effectively communicating and collaborating within a team. Proficient in financial analysis, risk evaluation, and marketing strategies tailored for mid-to-large accounts.

Highest-signal resume keywords

5+ Years Insurance ExperienceFinancial AnalysisNegotiation SkillsMS Office ProficiencyApplicable Insurance License

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Risk Financing MechanismsInsurance Policy ReviewExcel Spreadsheet AnalysisInsurance Coverage KnowledgeMarketing Strategies

Soft Skills

Communication SkillsCritical ThinkingOrganizational SkillsAttention to DetailCustomer Service Skills

Tools & Technologies

MS OfficeExcelApplied Epic

Certifications & Qualifications

CRMCISRCICAAIARMCPCU

Industry Keywords

Commercial InsuranceNew Business ProcessRenewal ProcessInsurance BrokersMiddle Market Accounts

About the role

Key responsibilities & impact

Responsible for managing and executing key components of the new business and renewal processes for mid-to-large commercial insurance accounts
Maintain the timeline and process during the new business and renewal process
Create and execute marketing strategies for select accounts
Evaluate and analyze alternative risk financing mechanisms
Strategize and build insurance towers for select accounts
Communicate effectively within the team environment
Review insurance policies and contracts and make recommendations for improvement
Analyze Excel spreadsheets of prospect client exposure and/or loss data
Maintain familiarity and working relationships with various insurance companies and wholesalers
Handle confidential and non-routine information
Attend seminars, company meetings, carrier events, and educational activities needed to improve overall job expertise

Requirements

What you’ll need

5+ years of relevant insurance experience
Excellent phone etiquette, written and verbal communication, presentation, and interpersonal skills
Strong critical thinking, financial analysis, and negotiation skills
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
Strong knowledge of all basic applicable insurance coverages
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