Commercial Lines Placement Specialist (Commercial Insurance)

Location: Costa Mesa, California, United States; on-site presence required

Salary: $65,000–$125,000 base compensation per year

Company

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

What you will do

• Manage timelines and processes for new business and renewal placements, including exposure analysis, quote specifications, coverage negotiations, and proposal presentations.
• Create market strategies for complex commercial accounts based on risk characteristics, deductibles, captive structures, carrier appetites, and market conditions.
• Evaluate alternative risk financing mechanisms and structure layered insurance towers to deliver appropriate coverage limits and risk transfer solutions.
• Prepare property and casualty 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.
• Collaborate with Client Advisors, Account Service Teams, carrier partners, wholesalers, and Risk Resources on placement strategy, policy reviews, and coverage recommendations.

Requirements

• 5+ years of relevant insurance experience, especially mid-to-large commercial account placements.
• Experience with a broker or agent marketing large middle-market accounts to carriers, with strong knowledge of insurance markets and basic commercial coverages.
• Strong critical thinking, financial analysis, negotiation, communication, presentation, organizational, and customer service skills.
• Advanced proficiency with Microsoft Office, especially Excel and Word; experience creating proposal presentation documents.
• Current applicable insurance license required.
• Ability to work independently, manage multiple priorities, maintain document accuracy, and collaborate effectively in an on-site team environment.

Nice to have

• Experience with Applied Epic.
• College degree.
• Professional designation pursuit or completion, such as CRM, CISR, CIC, AAI, ARM, or CPCU.

Culture & Benefits

• Medical, dental, vision, life, and disability insurance.
• Paid time off, holidays, paid sick time, and an Employee Assistance Program.
• 401(k) with immediate vesting, HSA and FSA options, commuter benefits, and employee discounts.
• Paid maternity and paternity leave, including for adoptive parents, plus legal plan and pet insurance options.
• Wellness resources, fertility benefits, and a complimentary Calm app subscription.