Placement Specialist - Commercial Lines--Large/Mid-Market (Commercial Insurance)

Location: On-site in Walnut Creek, California, United States

Salary: $75,000–$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 involving mid-to-large commercial insurance accounts.
• Analyze exposures, loss data, financial information, and market conditions to prepare quote specifications and submissions.
• Develop marketing strategies and determine appropriate carriers, wholesalers, and placement approaches.
• Evaluate large deductible programs, captive structures, loss-sensitive programs, and layered insurance towers.
• Negotiate coverage terms, review policies and contracts, identify coverage gaps, and present recommendations to clients.
• Collaborate with Client Advisors, Account Service Teams, carrier partners, and Risk Resources while maintaining market relationships and licensing compliance.

Requirements

• 5+ years of relevant insurance experience focused on 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 applicable coverages.
• Strong critical thinking, financial analysis, negotiation, communication, presentation, organizational, and customer service skills.
• Advanced proficiency with Microsoft Office, especially Excel and Word, including analysis of exposure and loss data and development of financial models.
• Ability to work independently with minimal supervision, manage multiple priorities, and adapt to changing deadlines.
• Must currently hold an applicable insurance license.

Nice to have

• Experience with Applied Epic.
• College degree.
• Pursuit of a 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, paid sick time, Employee Assistance Program, and 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, plus legal plan and pet insurance options.