Sr Placement Specialist - CL Large/Middle Market

About the role

Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more. This role is part of the Placement Team, which is responsible for executing new business and renewal processes for mid-to-large commercial insurance accounts.

Responsibilities

• Responsible for maintaining the timeline and process during the new business and renewal process, inclusive of exposure analysis, quote specifications, analysis and negotiation of coverage offers, and preparation and presentation of coverage proposals.
• Develop and execute high-level placement strategies for complex accounts, leveraging deep market intelligence and carrier relationships, while determining where to market 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. Conduct in-depth financial modeling and exposure analysis to optimize coverage and cost efficiency.
• Exercise independent judgment in the placement of accounts with alternative carriers, balancing client needs with market conditions.
• Oversee end-to-end placement processes, ensuring compliance, accuracy, and timely execution. Lead year-end portfolio reviews, identifying performance trends and recommending strategic improvements.
• Cultivate and maintain executive-level relationships with carriers and wholesalers to secure favorable terms and innovative solutions.
• Communicate effectively within the team environment, inclusive of the 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.
• Act as a subject matter expert, providing guidance and training to Placement Specialists and Account Teams. Champion professional development initiatives and fostering a culture of continuous improvement.
• 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. Analyze Excel spreadsheets of prospect client exposure and/or loss data, as well as develop financial models of loss-sensitive programs when necessary.
• 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.
• Pursue a professional designation – CRM, CISR, CIC, AAI, ARM, CPCU – preferred.

Qualifications

• 7+ years of relevant insurance experience, with an emphasis on large commercial account placements.
• Excellent phone etiquette, written and verbal communication, presentation, and interpersonal skills.
• Strong critical thinking, financial analysis, and negotiation skills with demonstrated ability to analyze complex market data and influence placement outcomes.
• Able to work with minimum supervision; able to accept directions on given assignments.
• Proficient with MS Office products, including a high knowledge of Excel and Word.
• Experience with Applied 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; excellent knowledge of the markets.
• Strong knowledge of all basic applicable insurance coverages.
• Proficient in creating proposal presentation documents identified as required documents.
• College degree preferred.
• Must currently hold an applicable insurance license.

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 paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.

For more information on our benefits, please refer to the Benefits section.