Senior Placement Specialist – Commercial Small/Mid

Acrisure

Senior insurance placement specialist structuring commercial coverage for Acrisure, a global fintech and insurance services leader. Developing placement strategies, negotiating carrier terms, and advising clients on complex risk transfer solutions.

Posted 8/4/2026full-timeCosta Mesa • California • 🇺🇸 United StatesSenior💰 $70,000 - $118,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in leading commercial insurance placements, including strategic development, financial modeling, and compliance oversight. Proficient in building relationships with carriers and executing effective marketing strategies for complex accounts.

Highest-signal resume keywords

Commercial Insurance PlacementFinancial ModelingNegotiation SkillsMicrosoft Excel ProficiencyInsurance License

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Exposure AnalysisQuote SpecificationsCoverage AnalysisProposal PresentationRisk Financing MechanismsCoverage Gap AnalysisMarket IntelligenceClient-Facing Marketing StrategyInsurance Policy ReviewLoss Data Analysis

Soft Skills

Critical ThinkingInterpersonal SkillsOrganizational SkillsAttention to DetailCustomer Service Skills

Tools & Technologies

Applied EpicCarrier SystemsComparative Rating ToolsMicrosoft Office

Certifications & Qualifications

CRMCISRCICAAIARMCPCU

Industry Keywords

Commercial InsuranceMiddle-Market AccountsInsurance MarketsInsurance CoveragesBroker/Agent Marketing

About the role

Key responsibilities & impact

Lead execution of new business and renewal processes for small/mid-market commercial insurance accounts
Maintain placement timelines and processes, including exposure analysis, quote specifications, coverage analysis, negotiation, and proposal presentation
Develop high-level placement strategies for complex accounts using market intelligence and carrier relationships
Evaluate alternative risk financing mechanisms, including large deductible programs and captive structures
Build insurance towers and conduct financial modeling and exposure analysis
Exercise independent judgment when placing accounts with alternative carriers
Oversee end-to-end placement processes for compliance, accuracy, and timely execution
Lead year-end portfolio reviews and recommend strategic improvements
Cultivate executive-level relationships with carriers and wholesalers
Collaborate with Client Advisors and Account Service Teams on client-facing marketing strategy and placement outcomes
Mentor Placement Specialists and Account Teams and support professional development
Review insurance policies and contracts and recommend improvements
Prepare property and casualty insurance submissions
Analyze Excel exposure and loss data and develop financial models for loss-sensitive programs
Use carrier systems and comparative rating tools for quoting and proposal development
Perform coverage gap analysis and provide strategic recommendations
Work independently and collaboratively on special and ongoing projects
Identify opportunities to engage Risk Resources for specialized client solutions

Requirements

What you’ll need

7+ years of relevant insurance experience, emphasizing large commercial account placements typically with $5,000+ premiums
Excellent phone etiquette and written, verbal, presentation, and interpersonal skills
Strong critical thinking, financial analysis, and negotiation skills
Ability to analyze complex market data and influence placement outcomes
Ability to work with minimum supervision and accept direction on assignments
Proficiency with Microsoft Office, including advanced Excel and Word knowledge
Experience with Applied Epic is a plus
Strong organizational skills and ability to manage multiple priorities
Flexibility and adaptability to changing priorities and deadlines
Strong attention to detail for document accuracy
Ability to work effectively in a team environment with strong customer service skills
Experience with a broker/agent marketing large middle-market accounts to carriers
Excellent knowledge of insurance markets
Strong knowledge of applicable insurance coverages
Proficiency creating required proposal presentation documents
College degree preferred
Must currently hold an applicable insurance license
Professional designation such as CRM, CISR, CIC, AAI, ARM, or CPCU preferred
Must abide by and maintain licensing requirements, including continuing education

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
Professional development initiatives
Seminars, company meetings, carrier events, and educational activities