CareerPlan

Placement Specialist - Large Commercial

SAN JOSE, CA, USFull-time$65k2026-10-07 → 2026-11-11
On-site

Core

Manage and execute new business and renewal processes for large commercial insurance accounts, including exposure analysis, quote specifications, and negotiating complex coverage terms.

Role type

Senior commercial insurance placement specialist

Builds

Optimal risk transfer solutions and insurance towers for mid-to-large commercial clients

Domain

Insurance / Commercial Risk Management

Required skills

Commercial insurance placement, exposure analysis, financial modeling, negotiation, coverage structuring, market strategy, alternative risk financing, carrier relationship management, policy review, data analysis

Preferred skills

CRM/CISR/CIC/AAI/ARM/CPCU designations, Applied Epic experience, marketing large middle market accounts

Technologies

MS Office (Excel, Word), ACORD applications, carrier rating tools, firm agency management system

Responsibilities

Maintain timelines and process for new business and renewals; create and execute marketing strategies for select accounts; evaluate alternative risk financing mechanisms; strategize and build insurance towers; exercise independent judgment in account placement; conduct year-end book reviews; prepare property and casualty insurance submissions; analyze prospect client exposure and loss data; maintain relationships with insurance companies and wholesalers; review policies and make recommendations.

Seniority

Senior, independent decision-maker