Placement Specialist (Insurance)

Location: Waterford, CT, United States; on-site presence required

Base compensation: $54,000–$90,000 per year

Company

hirify.global is a global fintech company providing insurance, reinsurance, payroll, benefits, cybersecurity, mortgage, and related solutions through technology and human support.

What you will do

• Manage timelines and processes for new business and renewal insurance placements, including exposure analysis, quote specifications, coverage offer analysis, negotiation, and proposal preparation.
• Prepare property and casualty insurance submissions, including coverage specifications, ACORD applications, loss summaries, prospect profiles, and exposure schedules.
• Review insurance policies and contracts, perform coverage gap analysis, and provide strategic recommendations based on client risk profiles.
• Analyze client exposure and loss data in Excel, develop financial models for loss-sensitive programs, and use carrier rating systems and comparative rating tools.
• Collaborate with Client Advisors, Account Service Teams, carrier partners, wholesalers, and Risk Resources to deliver tailored solutions.
• Maintain confidentiality, licensing compliance, professional knowledge, and relationships with insurance markets while supporting special and ongoing projects.

Requirements

• 3–5 years of relevant insurance experience, with an emphasis on middle to large market placements.
• Experience with a broker or agent, including marketing large middle-market accounts to carriers, and excellent knowledge of insurance markets.
• Strong knowledge of all basic applicable insurance coverages.
• Proficiency with Microsoft Office, especially Excel and Word, and experience creating required proposal presentation documents.
• Excellent phone etiquette, written and verbal communication, presentation, interpersonal, organization, customer service, and attention-to-detail skills.
• Ability to work with minimal supervision, accept direction, manage multiple tasks, prioritize work, and adapt to changing priorities and deadlines.
• Ability to work effectively in a team environment and handle confidential and non-routine information.
• Currently holding an applicable insurance license and maintaining all licensing and continuing education requirements.

Nice to have

• Experience with Epic.
• College degree.
• Pursuit of a professional designation such as CRM, CISR, CIC, AAI, ARM, or CPCU.

Culture & Benefits

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