Personal Lines Carrier Placement Specialist

Seniority level

Mid‑Senior level

Full‑time

Information Technology

Insurance

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.

Acrisure 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. The role requires close collaboration with Client Advisors, Account Service Teams, and carrier partners to ensure high‑quality service delivery and seamless communication.

This position ensures timely processing of new business and renewal requests, performs exposure analysis, prepares quote specifications, negotiates coverage terms, and presents comprehensive proposals to clients.

• Timeline & process management during new business and renewal processes, inclusive of exposure analysis, quote specifications, negotiation of coverage offers, and preparation and presentation of coverage proposals.
• Effective communication within the team environment, including Client Advisors, Account Service Team, and markets.
• Review insurance policies and contracts and make recommendations for improvement.
• Prepare property and casualty insurance submissions for new business prospects and renewing accounts.
• Analyze excel spreadsheets of prospect client exposure and/or loss data and develop financial models of loss‑sensitive programs, when necessary.
• Maintain familiarity and working relationships with various insurance companies and wholesalers.
• Handle confidential and non‑routine information.
• Rate policies in carrier systems, when applicable, to assist in the quoting and proposal development process.
• 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.
• Perform coverage gap analysis and deliver strategic coverage recommendations tailored to each client’s specific risk profile.
• Work independently and within a team on special, non‑recurring, and ongoing projects.
• Identify opportunities to engage Risk Resources for specialized expertise and partner with them 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 and accept direction on given assignments.
• Proficient with MS Office Products, especially Excel and Word.
• Experience with Epic 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 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.
• 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 – preferred.

The base compensation range for this position is $65,000 – $75,000. This range reflects Acrisure’s good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity.

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