Insurance Placement & Pre-Sales Specialist

Acrisure; New Jersey; On-site; USD 100,000 - 130,000; Full time

Benefits offered by this job

Medical insurance

401(k) plan

Paid time off

Wellness programs

Job summary

Acrisure is seeking a seasoned Placement team professional to build life and disability product illustrations and proposals from Saint Louis Park, Parsippany, or other locations. You’ll support internal and external sales with product expertise and collaborative communications, helping drive opportunities in a fast-growing insurance market.

The role requires a strong background in insurance quoting tools, CRM systems, and Microsoft Office, with a preference for AMS experience and licensing

Qualifications

• 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).

Responsibilities

• Produce life and disability product illustrations 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 sales teams with product expertise and collaboration on calls and emails.
• Assist in pre-sales preparation of presentations and broker calls.
• Manage and build relationships between internal/external sales teams and our 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.

Skills

Insurance quoting tools

Microsoft Office

CRM systems

Life & Health insurance knowledge

Wholesale experience

Education

Bachelor’s degree or equivalent

5+ years related industry experience

Life & Health license preferred

Tools

AMS experience

Job description

Acrisure is seeking a seasoned Placement team professional to build life and disability product illustrations and proposals from Saint Louis Park, Parsippany, or other locations. You’ll support internal and external sales with product expertise and collaborative communications, helping drive opportunities in a fast-growing insurance market.

The role requires a strong background in insurance quoting tools, CRM systems, and Microsoft Office, with a preference for AMS experience and licensing