Personal Lines Placement Specialist

About the Role

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. This includes 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.

Responsibilities

• Timeline & Process Management: Maintain timelines and processes during new business and renewal processes, including exposure analysis, quote specifications, analysis and negotiation of coverage offers, and preparation/presentation of coverage proposals.
• Communication: Communicate effectively within the team, including Client Advisors and Account Service Teams, as well as with markets.
• Policy Review & Recommendations: Review insurance policies and contracts, making recommendations for improvement.
• Submission Preparation: Prepare property and casualty insurance submissions for new business and renewing accounts, 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 and working relationships with 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 to improve job expertise and product knowledge.
• Coverage Analysis & Strategy: Perform coverage gap analysis and deliver strategic coverage recommendations tailored to client risk profiles.
• 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 with them to deliver tailored solutions for complex client needs.

Requirements

• Excellent written and verbal communication, presentation, and interpersonal skills.
• Strong organizational skills with the ability to manage multiple priorities and deadlines.
• High attention to detail and commitment to document accuracy.
• Ability to work independently with minimal supervision and as part of a collaborative team.
• Strong customer service skills and professional phone etiquette.
• Proficiency in Microsoft Office products, including advanced knowledge of Excel and Word.
• Experience with Epic or other agency management systems highly preferred.
• Demonstrated flexibility and adaptability in a fast-paced environment.
• Ability to prepare professional proposal and presentation materials.

Qualifications

• 3-5 years of relevant insurance marketing experience with personal lines placements required.
• Experience working for an insurance broker or agency, including marketing accounts to carriers.
• Strong knowledge of commercial insurance coverages and insurance markets.
• College degree preferred.
• Active Property & Casualty insurance license required.
• Progress toward or attainment of industry designations such as CRM, CISR, CIC, AAI, ARM, or CPCU preferred.

Pay

The base compensation range for this position is $50,000 - $62,000. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on factors including skills, experience, qualifications, location, and internal equity.

Benefits

• Physical Wellness: Comprehensive medical, dental, 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 and paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.

Why Join Us

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 support every dimension of your life, from health and finances to family and future. Acrisure has pledged over $22 million to children's hospitals, demonstrating our commitment to making a lasting impact on the communities we serve.