Job DescriptionJob Summary
This position provides an opportunity to build a career within an exciting market of the insurance industry. We are looking for a highly motivated, experienced, self-starter to join our Client Solutions team.
Responsibilities
- Produce life and disability product illustration and proposals.
- Assist in creating market leading illustration quote templates.
- Assist in the maintenance of carrier product studies.
- Work on intake and evaluation of new sales opportunities.
- Support our external and internal sales teams in their sales efforts by sharing product expertise and collaboration on calls and in emails.
- Assist our internal and external sales team with pre-sales preparation of presentations and broker call preparation.
- Manage and build relationships between our internal/external sales teams and our producers to support intake of new sales opportunities.
- Follow service protocols to include but not limited to quote turnaround times and responding to Sales Managers.
- Manage pipeline data entry and quote follow-ups.
Requirements
- Familiarity with insurance quoting tools for life, disability, long term care and annuity product lines.
- Strong knowledge and use of Microsoft Office Suite.
- Knowledge of CRM systems. AMS experience strongly preferred.
- Strong knowledge of both products and concepts within the life and disability insurance industry.
- Wholesale experience strongly preferred.
Education and Experience
- Bachelor’s degree or equivalent work experience
- 5+ years of related industry experience
- Life & Health insurance license required
Pay Details:
The base compensation range for this position is $100,000 - $130,000. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity.
Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.
Employee Benefits
We also offer our employees a comprehensive suite of benefits and perks, including:
Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.
… and so much more!
This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.
