Acrisure · 1 month ago
Sr. Placement Specialist
142 Sansome St Fl 4 - SAN FRANCISCO, CA
Full-time
Hybrid
Mid, Senior Level
$70K/yr - $125K/yrAcrisure is a fast-growing fintech leader that operates a global insurance broker. The Sr. Placement Specialist will handle the internal rating process with insurance carriers, manage relationships, and facilitate account placements while maintaining the organization’s reputation.
Financial ServicesInsuranceInsurTech
Responsibilities
Analyze submissions to make decisions based on individual risk characteristics, exposure analysis, hazard recognition and control. Utilize underwriting guidelines to ensure compliance with authority levels and state regulations
Review and analyze relevant underwriting information for risks including but not limited to Applications, Inspections, Loss Control Recommendations, Loss History, credit checks, D&B reports, etc
Based on insurance company authority levels, accept, decline or modify new and renewal business to ensure a profitable book of business
Handle new and renewal underwriting process including but not limited to rating or submitting to insurance company, negotiating with Sales/Service team and/or company as necessary, obtaining updated customer information and preparation of presentation and proposal/quotation materials
Price business according to insurance company underwriting and pricing guidelines
Provide coverage analysis and recommendations for improved or additional coverage
Communicate with Commercial and Personal Lines teams and insurance companies to answer questions and resolve problems
Develop and maintain positive and productive agency relationships within appointed insurance companies
Marketing responsibilities include, but are not limited to, meeting with insurance company personnel to represent the agency and communicating insurance company appetite to agency personnel
Maintain insurance company database, directory and website access for all agency users
Facilitate the placement of accounts with Acrisure ACE and agency partners
Facilitate outbound marketing of select programs
Adhere to and comply with organization policies and procedures, sales and service standards and established workflows
Demonstrate effective and efficient quality control through proper file documentation and maintenance to comply with organization errors and omission standards
Maintain a concern for timeliness, accuracy and completeness when interacting with customers, colleagues and carriers
Actively participate in organization initiatives and support core values
Other duties may be assigned or required as needs arise
Qualification
Required
Actively support and incorporate the core values of the company into daily activities
Maintain a positive and respectful attitude with fellow colleagues
Work as a team to achieve department and overall company goals
Demonstrate exceptional customer service skills, internally and externally, with effective communication, respect and integrity
Maintain confidentiality of all information related to customers, carriers, colleagues and the company
Be dependable and consistently report to work on time prepared to perform duties of the position
Advanced automation knowledge and skills
Ability to be detail oriented, organize and prioritize effectively
Ability to manage multiple projects and consistently meet deadlines
Good analytical and problem-solving skills
Bachelor's degree and/or equivalent or insurance experience
Applicable current state insurance license
Benefits
Competitive Compensation
Industry-Leading Healthcare
Savings and Investments
Charitable Giving Programs
Offering hybrid work option
Opportunities for Growth
Educational Resources
Generous time away
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.
Company
Acrisure
Acrisure offers financial services solutions for insurance, reinsurance, real estate, cyber services, and asset and wealth management.
Founded in 2005
10001+ employees
H1B Sponsorship
Acrisure has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2022 (2)
Funding
Current Stage
Late StageTotal Funding
$11.37BKey Investors
Bain Capital Special SituationsAbu Dhabi Investment AuthorityBDT & MSD Partners
2025-06-06Debt Financing· $550M
2025-05-20Private Equity· $2.1B
2024-06-05Debt Financing· $1.6B
Leadership Team
Greg Williams
Co-Founder, Chairman & CEO
Mark Wassersug
Chief Technology Officer
Recent News
Beinsure - Insurance, Reinsurance, InsurTech Insights
2026-01-14
2025-12-08
Company data provided by crunchbase