Insurance Carrier Placement Specialist

Location

Oklahoma City, OK or San Antonio, TX

A 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 a range of 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.

Acrisure was built on entrepreneurial spirit, prioritizing leadership, accountability, and collaboration, and equips our teams to work at the highest levels possible.

As a member of the Large Commercial Placement Team, the Placement Specialist will market property and casualty insurance programs on prospective accounts for large market accounts. This role gathers, analyzes, and organizes data; prepares submissions and applications; negotiates coverage terms; and prepares proposals for prospects, for both new and renewal business.

• Maintain timeline and process during the new business and renewal processes, 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 producer and Segment Leader.
• Review insurance policies and contracts and make recommendations for improvement.
• Prepare property and casualty insurance submissions for new business prospects and renewing accounts, including insurance specifications, Acord applications, loss summaries, prospect profiles, exposure schedules, and more.
• Attend prospects and proposal meetings with the producer as needed.
• Analyze Excel spreadsheets of prospect client exposure and/or loss data, and develop financial models of loss‑sensitive programs when necessary.
• Answer prospect and carrier phone calls.
• Maintain familiarity and working relationships with various insurance companies and wholesalers.
• Handle confidential and non‑routine information.
• Abide by and maintain all licensing requirements, including continuing education.
• Attend seminars, company meetings, carrier events, and educational activities needed to improve overall job expertise and product knowledge.
• Work independently and within a team on special, nonrecurring, and ongoing projects.

• Excellent phone etiquette, written and verbal communication, presentation and interpersonal skills.
• Able to work with minimum supervision; willing to accept direction on given assignments.
• Proficient with MS Office Products, especially 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 P&C coverages.
• Demonstrated superior presentation or relationship skills to present proposals in this highly interactive role.

• Minimum 3‑5 years relevant Commercial Lines experience required, with an emphasis on large market placements.
• College degree preferred.
• Licensed in property and casualty insurance required.
• Pursuit of a professional designation – CISR, CIC, AAI, ARM, CPCU – preferred.
• Experience with Epic strongly preferred.

Candidates should be comfortable with an on‑site presence to support collaboration, team leadership, and cross‑functional partnership.

At Acrisure, we’re building more than a business; we’re building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from health and finances to family and future. Acrisure has pledged more than $22 million through its partnerships with Corewell Health, Helen DeVos…