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Placement Agent Jobs (NOW HIRING)

Acrisure

Placement Specialist

Naples, FL

Experience with a broker/agent, including marketing large middle market accounts to carriers ... placements. * Must currently hold an applicable insurance license * Experience with Epic a plus.

Acrisure

Placement Specialist

Addison, TX · On-site

Experience with a broker/agent, including marketing large middle market accounts to carriers ... placements. * Must currently hold an applicable insurance license * Experience with Epic a plus.

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Placement Agent information

What is a placement agent?

Placement agents are intermediaries who help investment fund managers, such as those running private equity, hedge, or real estate funds, raise capital from institutional investors and other sources. They leverage their network and expertise to connect fund managers with suitable investors, draft marketing materials, and guide both parties through the fundraising process. Placement agents typically earn a fee based on the amount of capital successfully raised for the fund.

How does a placement agent typically collaborate with fund managers and institutional investors during the fundraising process?

Placement Agents act as intermediaries between fund managers seeking to raise capital and institutional investors looking for new opportunities. They work closely with fund managers to understand the unique value proposition of the fund, develop marketing materials, and strategize outreach efforts. Throughout the fundraising process, Placement Agents coordinate meetings, facilitate due diligence, and address investor inquiries, ensuring both parties have clear communication. Successful Placement Agents often build long-term relationships with both managers and investors, making collaboration and networking essential parts of the role.

What are the key skills and qualifications needed to thrive as a placement agent, and why are they important?

To thrive as a Placement Agent, you need a solid understanding of financial markets, investment products, and fundraising strategies, often supported by a degree in finance or business. Familiarity with CRM software, investor databases, and compliance regulations is typically required, and certifications like FINRA Series 7 or 63 can be advantageous. Exceptional interpersonal skills, persuasive communication, and networking abilities set top performers apart in building investor relationships. These competencies are critical for effectively sourcing capital, maintaining regulatory compliance, and successfully closing investment deals.

What is the difference between Placement Agent vs Fundraiser?

AspectPlacement AgentFundraiser
Required CredentialsIndustry-specific knowledge, sales skills, possibly securities licensesFundraising experience, communication skills, sometimes certifications in nonprofit sectors
Work EnvironmentFinancial firms, investment firms, private equityNonprofits, charitable organizations, educational institutions
Employer & Industry UsageUsed in finance and investment sectors to raise capitalUsed across nonprofit and charitable sectors to gather donations

While both roles involve raising funds, a Placement Agent primarily focuses on securing investments for financial products or funds, often working within the finance industry. A Fundraiser typically works for nonprofits or charities, focusing on soliciting donations. The key differences lie in their target audiences, industries, and specific skill sets required.

How do you become a placement agent?

To become a placement agent, individuals typically need relevant experience in finance, sales, or investor relations, along with strong communication and networking skills. Some roles require licensing or registration with regulatory bodies, and obtaining industry certifications such as the NASAA Investment Adviser Representative exam can enhance credibility. Building a professional network and understanding the investment products are also important steps in establishing a career as a placement agent.

How much do placement agents make?

Placement agents typically earn between $50,000 and $150,000 annually, with compensation often including commissions or bonuses based on successful placements. Earnings can vary depending on experience, industry, and the size of deals they facilitate.
More about Placement Agent jobs

What states have the most Placement Agent jobs?

States with the most job openings for Placement Agent jobs include:

What job categories do people searching Placement Agent jobs look for?

The top searched job categories for Placement Agent jobs are:

Placement Agent jobs near you
Infographic showing various Placement Agent job openings in the United States as of August 2026, with employment types broken down into 88% Full Time, 6% Part Time, and 6% Temporary. Highlights an 94% In-person, and 6% Remote job distribution.

Placement Specialist

Acrisure Insurance Partners Services of NY, LLC

Mahwah, NJ • On-site

$55K - $75K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 20 days ago

Job description

Job Description

About Acrisure  

A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.

In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible

Job Summary:    

The individual in 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: Responsible for maintaining timeline and process during the new business process and renewal process, inclusive of exposure analysis, quote specifications, analysis and negotiation of coverage offers, and preparation and presentation of coverage proposals.  

  • Communication: Communicate effectively within the team environment, inclusive of the Client Advisors and Account Service Team, as well as with markets. 

  • Policy Review & Recommendations: Review insurance policies and contracts and make recommendations for improvement.  

  • Submission Preparation: Work with others to prepare property and casualty insurance submissions for new business prospects and renewing accounts including, but not limited to: Insurance specifications for each line of coverage, Acord applications using firm’s agency management system, loss summaries, prospect profile, exposure schedules, etc  

  • Data Analysis: Analyze excel spreadsheets of prospect client exposure and/or loss data, as well as develop financial models of loss sensitive programs, when necessary.  

  • Market Relationships: Maintain familiarity and working relationship with various insurance companies and wholesalers.  

  • Confidentiality: Handle confidential and non-routine information.  

  • Carrier Systems and Comparative Rating Tools: Rating policies in carrier systems, when applicable, to assist in the quoting and proposal development process.  

  • Licensing Compliance: Abide by and maintain all licensing requirement, including continuing education.  

  • Professional Development: Attend seminars, company meetings, carrier events and educational activities needed to improve overall job expertise and product knowledge.  

  • Coverage Analysis & Strategy: Performing coverage gap analysis and delivering strategic coverage recommendations tailored to each client’s specific risk profile.  

  • Project Work: Work independently and within a team on special and nonrecurring and ongoing projects.  

  • Risk Resource Engagement: Identifying opportunities to engage Risk Resources for specialized expertise and partnering with them to deliver tailored solutions for complex client needs.  

Qualifications:  

  • 3-5 years relevant insurance experience required, with an emphasis on middle to large market placements.  

  • Excellent phone etiquette, written and verbal communication, presentation and interpersonal skills.  

  • Able to work with minimum supervision; able to accept direction on given assignments  

  • Proficient with MS Office Products, Placement including a high knowledge of Excel and Word.  

  • Experience with 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 the proposal presentation documents that we identify as required documents  

  • College degree preferred.  

  • Must currently hold an applicable insurance license  

  • Pursuit of a professional designation – CRM, CISR, CIC, AAI, ARM, CPCU - preferred  

Pay Details:

The base compensation range for this position is $55,000 - $75,000. 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.

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 are designed to support every dimension of your life, from your health and finances to your family and future.

Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its 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.

Employee Benefits

We also offer our employees 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.

  • … and so much more!

This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.

Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting leaves@acrisure.com.

Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws.

California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.

Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice.

Welcome, your new opportunity awaits you.

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