Placement Specialist

Acrisure

Placement Specialist responsible for managing new business and renewal processes for insurance accounts. Collaborating with Client Advisors and Account Service Teams at Acrisure, a global fintech leader.

Posted 7/20/2026full-timeAddison • Florida, Texas • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in property and casualty insurance processes, including exposure analysis, coverage negotiation, and proposal preparation. Proficient in utilizing MS Office, particularly Excel, for data analysis and financial modeling, while maintaining strong communication and organizational skills.

Highest-signal resume keywords

Insurance LicenseProperty And Casualty InsuranceExcel ProficiencyProposal Presentation CreationMiddle To Large Market Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Exposure AnalysisCoverage NegotiationInsurance SpecificationsAcord ApplicationsLoss SummariesFinancial ModelingCoverage Gap AnalysisDocument AccuracyMarket KnowledgeBroker/Agent Experience

Soft Skills

Communication SkillsInterpersonal SkillsOrganizational SkillsCustomer Service SkillsAdaptability

Tools & Technologies

MS OfficeEpic

Certifications & Qualifications

CRMCISRCICAAIARMCPCU

Industry Keywords

Insurance PoliciesClient AdvisorsAccount Service TeamRisk ResourcesConfidential Information

About the role

Key responsibilities & impact

Responsible for maintaining timeline and process during the new business process and renewal process, inclusive of exposure analysis, quote specifications, analysis and negotiation of coverage offers, and preparation and presentation of coverage proposals.
Communicate effectively within the team environment, inclusive of the Client Advisors and Account Service Team, as well as with markets.
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 including, but not limited to: Insurance specifications for each line of coverage, Acord applications using firm’s agency management system, loss summaries, prospect profile, exposure schedules, etc
Analyze excel spreadsheets of prospect client exposure and/or loss data, as well as develop financial models of loss sensitive programs, when necessary.
Maintain familiarity and working relationship with various insurance companies and wholesalers.
Handle confidential and non-routine information.
Rating policies in carrier systems, when applicable, to assist in the quoting and proposal development process.
Abide by and maintain all licensing requirement, including continuing education.
Attend seminars, company meetings, carrier events and educational activities needed to improve overall job expertise and product knowledge.
Performing coverage gap analysis and delivering strategic coverage recommendations tailored to each client’s specific risk profile.
Work independently and within a team on special and nonrecurring and ongoing projects.
Identifying opportunities to engage Risk Resources for specialized expertise and partnering with them to deliver tailored solutions for complex client needs.

Requirements

What you’ll need

Excellent phone etiquette, written and verbal communication, presentation and interpersonal skills.
Able to work with minimum supervision; able to accept directions given assignments
Proficient with MS Office Products, Placement including a high knowledge of Excel and Word.
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 the proposal presentation documents that we identify as required documents.
3-5 years relevant insurance experience required, with an emphasis on middle to large market placements.
Must currently hold an applicable insurance license
Experience with Epic a plus.
College degree preferred.
Pursuit of a professional designation – CRM, CISR, CIC, AAI, ARM, CPCU - preferred

Benefits

Comp & perks

Comprehensive medical insurance
Dental insurance
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)
Flexible Spending Account (FSA) options
Commuter benefits
Employee discount programs
Paid maternity leave
Paid paternity leave
Legal plan options
Pet insurance coverage
... and so much more! This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.