Personal Lines Carrier Placement Specialist
Listed on 2026-01-13
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Insurance
Insurance Sales, Insurance Agent
Personal Lines Carrier Placement Specialist
Join to apply for the Personal Lines Carrier Placement Specialist role at Acrisure.
About AcrisureA global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting‑edge technology and top‑tier human support together, we connect clients with customized solutions across insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services, and more. In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries.
Job SummaryAcrisure is seeking a Personal Lines Carrier Placement Specialist to join our growing team. This role will be responsible for managing and executing key components of the new business and renewal processes for insurance accounts, including overseeing timelines, conducting exposure analysis, preparing quote specifications, negotiating coverage terms, and presenting comprehensive proposals to clients.
Responsibilities- Timeline & Process Management:
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. - Communication:
Communicate effectively within the team environment, inclusive of the Client Advisors and Account Service Team, as well as with markets. - Policy Review & Recommendations:
Review insurance policies and contracts and make recommendations for improvement. - Submission Preparation:
Work with others to prepare property and casualty insurance submissions for new business prospects and renewing accounts including insurance specifications, Acord applications, loss summaries, prospect profile, exposure schedules, etc. - Data Analysis:
Analyze Excel spreadsheets of prospect client exposure and/or loss data, and develop financial models of loss‑sensitive programs. - Market Relationships:
Maintain familiarity and working relationship with various insurance companies and wholesalers. - Confidentiality:
Handle confidential and non‑routine information. - Carrier Systems and Comparative Rating Tools:
Rate policies in carrier systems to assist in quoting and proposal development. - Licensing Compliance:
Abide by and maintain all licensing requirements, including continuing education. - Professional Development:
Attend seminars, company meetings, carrier events and educational activities needed to improve overall job expertise and product knowledge. - Coverage Analysis & Strategy:
Perform coverage gap analysis and deliver strategic coverage recommendations tailored to each client’s risk profile. - Project Work:
Work independently and within a team on special, nonrecurring, and ongoing projects. - Risk Resource Engagement:
Identify opportunities to engage Risk Resources for specialized expertise and partner to deliver tailored solutions for complex client needs.
- 3–5 years relevant insurance experience required, with an emphasis on middle to large market placements.
- Excellent phone etiquette, written and verbal communication, presentation, and interpersonal skills.
- Able to work with minimum supervision; able to accept direction on given assignments.
- Proficient with MS Office, especially Excel and Word.
- Experience with Epic is 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 for document accuracy.
- Able to work effectively in a team environment with strong customer service skills.
- Experience with a broker/agent and 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 as required.
- College degree preferred.
- Must currently hold an applicable insurance license.
- Pursuit of a professional designation—CRM, CISR, CIC, AAI, ARM, CPCU—is preferred.
The base compensation range is…
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