Senior Placement Specialist (Insurance)

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

Base compensation: $70,000–$110,000 per year.

Company

hirify.global is a global fintech company providing insurance, reinsurance, payroll, benefits, cybersecurity, mortgage, and related solutions across more than 20 countries.

What you will do

• Manage timelines and workflows for new business and renewal placements, including exposure analysis, quote specifications, coverage evaluation, negotiation, and proposal preparation.
• Prepare property and casualty insurance submissions, including coverage specifications, ACORD applications, loss summaries, prospect profiles, and exposure schedules.
• Analyze exposure and loss data in Excel and develop financial models for loss-sensitive programs when required.
• Review insurance policies and contracts, identify coverage gaps, and provide strategic recommendations tailored to client risk profiles.
• Maintain relationships with insurance carriers and wholesalers, use carrier rating systems, and support quoting and proposal development.
• Support Placement Specialists through training, process improvement, shared inbox oversight, assignment coordination, and collaboration with Client Advisors, Account Service teams, and Risk Resources.

Requirements

• 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, with excellent knowledge of insurance markets.
• Strong knowledge of all basic applicable insurance coverages.
• Excellent phone etiquette, written and verbal communication, presentation, interpersonal, and customer service skills.
• Proficiency with Microsoft Office, especially Excel and Word, and experience creating required proposal presentation documents.
• Strong organizational skills, attention to detail, ability to prioritize multiple tasks, and flexibility when priorities and deadlines change.
• Ability to work independently with minimal supervision, accept direction, and work effectively in a team environment.
• Must currently hold an applicable insurance license and maintain licensing requirements, including continuing education.

Nice to have

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

Culture & Benefits

• Collaborative environment focused on leadership, accountability, professional growth, and cross-functional partnership.
• Medical, dental, vision, life, disability, fertility, wellness, and paid sick-time benefits.
• Paid time off, holidays, Employee Assistance Program, and Calm app subscription.
• 401(k) plan with immediate vesting, HSA, FSA, commuter benefits, and employee discounts.
• Paid maternity and paternity leave, including for adoptive parents, plus legal-plan and pet-insurance options.

Hiring process

• Final candidates complete post-offer verification processes related to the role and applicable laws.