Placement Specialist - Large Commercial (Insurance)

Location: San Jose, California, United States; on-site presence required

Salary: $65,000–$125,000 per year

Company

hirify.global is a global fintech company providing insurance, reinsurance, cyber services, mortgage origination, and other financial products to businesses and individuals.

What you will do

• Manage timelines and processes for new business and renewal placements, including exposure analysis, quote specifications, coverage analysis, negotiations, and proposal presentations.
• Create market strategies for mid-to-large commercial accounts based on risk characteristics, carrier appetite, large deductibles, captives, and market conditions.
• Evaluate alternative risk financing structures, including large deductible programs and captives.
• Design layered insurance towers and coverage solutions that provide limits beyond standard primary policies.
• Prepare property and casualty submissions, applications, loss summaries, prospect profiles, exposure schedules, and financial models.
• Collaborate with Client Advisors, Account Service Teams, carriers, wholesalers, and Risk Resources while maintaining carrier relationships and reviewing placement performance.

Requirements

• At least 5 years of relevant insurance experience, particularly with mid-to-large commercial account placements.
• Broker or agent experience marketing large middle-market accounts to carriers, with strong knowledge of insurance markets and applicable coverages.
• Strong critical thinking, financial analysis, negotiation, presentation, communication, organization, and customer service skills.
• Advanced proficiency with Microsoft Office, especially Excel and Word; experience with Applied Epic is an advantage.
• Must be able to work with minimal supervision, manage multiple priorities, and adapt to changing deadlines.
• Must currently hold an applicable insurance license.

Nice to have

• College degree.
• Professional designation such as CRM, CISR, CIC, AAI, ARM, or CPCU.

Culture & Benefits

• On-site collaboration with team leadership and cross-functional partners.
• Medical, dental, vision, life, disability, fertility, and wellness benefits.
• Paid time off, holidays, sick time, paid maternity and paternity leave, and an Employee Assistance Program.
• 401(k) with immediate vesting, HSA and FSA options, commuter benefits, and employee discounts.
• Legal plan options, pet insurance, and a complimentary Calm app subscription.