Commercial Lines Placement Specialist

Join to apply for the Commercial Lines Placement Specialist role at Acrisure
.

Acrisure is a global fintech leader that empowers millions of businesses and individuals with customized insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services, and more. Over the past twelve years the company has grown from $38 million in revenue to almost $5 billion and employs over 19 000 colleagues in more than 20 countries.

Acrisure is seeking a Placement Specialist to join its growing team. The individual in this role will manage and execute 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. The role requires close collaboration with Client Advisors, Account Service Teams, and carrier partners to ensure high‑quality service delivery and seamless communication.

• Timeline & Process Management:
  Maintain timelines and processes for new business and renewal, including exposure analysis, quote specifications, and negotiation of coverage offers, and preparation and presentation of coverage proposals.
• Communication:
  Communicate effectively within the team environment—including with Client Advisors, Account Service Team, and 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, including insurance specifications, Acord applications, loss summaries, prospect profiles, and exposure schedules.
• Data Analysis:
  Analyze Excel spreadsheets of prospect client exposure and loss data and develop financial models of loss‑sensitive programs when necessary.
• Market Relationships:
  Maintain familiarity with and relationships with various insurance companies and wholesalers.
• Confidentiality:
  Handle confidential and non‑routine information.
• Carrier Systems & 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 to improve 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, non‑recurring and ongoing projects.
• Risk Resource Engagement:
  Identify opportunities to engage Risk Resources for specialized expertise and partner with them to deliver tailored solutions for complex client needs.

• Excellent phone etiquette, written and verbal communication, presentation and interpersonal skills.
• Able to work with minimum supervision; able to accept directions and complete 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 small‑market accounts to carriers; excellent knowledge of the markets.
• Strong knowledge of all basic applicable insurance coverages.
• Proficient in creating proposal presentation documents.

• 3–5 years relevant insurance experience required, with an emphasis on small‑market placements.
• Must currently hold an applicable insurance license.
• College degree preferred.
• Pursuit of a professional designation—CRM, CISR, CIC, AAI, ARM, CPCU—preferred.
• Experience with Epic a plus.

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…