Placement Consultant
Responsibilities
- Produce life and disability product illustration and proposals.
- Aid in creating market-leading illustration quote templates.
- Maintain carrier product studies.
- Assist in the intake and evaluation of new sales opportunities.
- Collaborate with external and internal sales teams on sales efforts, sharing product expertise and preparing presentations.
- Support internal and external sales teams with pre-sales preparation of presentations and broker call preparation.
- Manage and build relationships between internal/external sales teams and producers to support intake of new sales opportunities.
- Follow service protocols, including 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, especially AMS.
- Wholesale experience strongly preferred.
- Strong knowledge of both products and concepts within the life and disability insurance industry.
Education And Experience
- Bachelor’s degree or equivalent work experience.
- 5+ years of related industry experience.
- Life & Health insurance license preferred (or ability to obtain license within 90 days).
Pay
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.
Benefits
We offer 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 paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.
About Acrisure
A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more. In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible.