Commercial Lines Placement Specialist
About the role
Acrisure is a global fintech leader that connects clients with customized insurance, reinsurance, payroll, benefits, cybersecurity, and mortgage services across more than 20 countries. We are currently seeking a Commercial Lines Placement Specialist to join our Large Commercial Lines Construction team.
Responsibilities
- Manage and execute key components of the new business and renewal processes for mid-to-large commercial insurance accounts.
- Oversee timelines, conduct exposure and financial analysis, prepare quote specifications, negotiate complex coverage terms, and present comprehensive proposals to clients.
- Create and execute marketing strategies for select accounts, determine marketing locations based on risk characteristics, large deductibles, captives, and detailed market analysis.
- Evaluate and analyze alternative risk financing mechanisms, including large deductible programs and captive structures, to determine the most advantageous placement approach.
- Strategize and build insurance towers for select accounts to provide higher coverage limits beyond standard primary policies.
- Exercise independent judgment in the placement of accounts with alternative carriers, balancing client needs with market conditions.
- Responsible for year-end book review for select accounts to assess placement performance, carrier relationships, and renewal strategy.
- Communicate effectively within the team environment, including with Client Advisors and Account Service Team, as well as with markets.
- Collaborate directly with Client Advisors in client-facing discussions on marketing strategy and placement outcomes.
- Review insurance policies and contracts and make recommendations for improvement.
- Work with others to prepare property and casualty insurance submissions for new business prospects and renewing accounts, including preparing insurance specifications for each line of coverage, ACORD applications using firm’s agency management system, loss summaries, prospect profiles, and exposure schedules.
- 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, and stay informed of carrier appetites and market trends.
- Handle confidential and non-routine information.
- Use rating tools and 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.
Requirements
- Excellent phone etiquette, written and verbal communication, presentation, and interpersonal skills.
- Strong critical thinking, financial analysis, and negotiation skills with the ability to analyze complex market data and influence placement outcomes.
- Ability to work with minimal supervision while also accepting direction on assigned projects.
- Proficiency with Microsoft Office Suite, including advanced knowledge of Excel and Word.
- Experience with Epic agency management system preferred.
- Strong organizational skills with the ability to manage multiple priorities and meet deadlines.
- Demonstrated flexibility and adaptability in a fast-paced, changing environment.
- Exceptional attention to detail and commitment to document accuracy.
- Ability to work effectively within a collaborative team environment while delivering outstanding customer service.
- Strong knowledge of commercial insurance markets and basic applicable insurance coverages.
- Ability to develop and deliver professional proposal presentation documents.
Education and Experience
- Minimum of 3 years of insurance industry experience, with a focus on large commercial construction account placements.
- Experience working for an insurance broker or agency, including marketing large market accounts to insurance carriers.
- Demonstrated knowledge of insurance carrier markets and placement strategies.
- Current Property & Casualty (P&C) insurance license required.
- Professional insurance designations such as CRM, CISR, CIC, AAI, ARM, or CPCU preferred, or active pursuit of one of these designations.
Pay Details
The base compensation range for this position is $90,000 - $110,000. 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.
Benefits
We offer a comprehensive suite of benefits and perks, including:
- Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
- Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
- Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
- Family Care: Paid maternity leave and paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.
Why Join Us
At Acrisure, 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 your health and finances to your family and future. We have pledged more than $22 million through our partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania, and Blythedale Children's Hospital in Valhalla, New York.
Equal Opportunity Employer
Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status.