Senior Placement Specialist – CL Large/Mid Market

Acrisure

Senior Placement Specialist leading the execution of new business and renewal processes for commercial insurance accounts. Requires extensive insurance experience and strong negotiation skills.

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 extensive experience in managing large commercial account placements, with a strong focus on compliance, risk analysis, and strategic insurance solutions. Proven ability to cultivate executive-level relationships and provide expert guidance in the insurance industry.

Highest-signal resume keywords

7+ Years Insurance ExperienceLarge Commercial Account PlacementsFinancial AnalysisInsurance LicenseCRM, CISR, CIC, AAI, ARM, CPCU Designation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Risk Financing MechanismsCoverage Gap AnalysisProposal DevelopmentInsurance Policy ReviewNegotiation SkillsAttention to DetailOrganizational SkillsMS Office ProficiencyApplied Epic ExperienceInsurance Coverage Knowledge

Soft Skills

Effective CommunicationInterpersonal SkillsCritical ThinkingFlexibility and AdaptabilityPresentation Skills

Certifications & Qualifications

Insurance LicenseCRMCISRCICAAIARMCPCU

Industry Keywords

Insurance IndustryExecutive-Level RelationshipsPlacement StrategiesCarrier SystemsBroker/Agent ExperienceMiddle Market AccountsRisk Resources EngagementComplianceQuoting ProcessInsurance Towers

About the role

Key responsibilities & impact

Responsible for maintaining the timeline and process during the new business and renewal process
Develop and execute high-level placement strategies for complex accounts
Evaluate and analyze alternative risk financing mechanisms
Strategize and build insurance towers for select accounts
Exercise independent judgment in the placement of accounts
Oversee end-to-end placement processes, ensuring compliance, accuracy, and timely execution
Cultivate and maintain executive-level relationships with carriers and wholesalers
Communicate effectively within the team environment
Act as a subject matter expert, providing guidance and training to Placement Specialists and Account Teams
Review insurance policies and contracts and make recommendations for improvement
Use rating tools and carrier systems, when applicable, to assist in the quoting and proposal development process
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

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
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
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