Insurance Placement Specialist: Life & Disability

Acrisure, LLC; Minnesota; On-site; USD 100,000 - 130,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k) plan

Paid time off

Job summary

Acrisure, LLC is seeking a Placement Consultant to join our team and support life and disability product illustrations and sales-enabled proposals. You will assist in creating templates, maintain carrier studies, and help evaluate new sales opportunities with both internal and external teams.

You will manage quote turnarounds, collaborate on calls and emails, and drive pre-sales prep for presentations and broker calls while maintaining relationships across sales partners.

Qualifications

• Familiarity with insurance quoting tools for life, disability, long term care and annuity product lines.
• Strong knowledge of Microsoft Office Suite.
• Knowledge of CRM systems; AMS experience strongly preferred.
• Strong knowledge of life and disability insurance concepts.
• Wholesale experience strongly preferred.

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.

Skills

Insurance quoting tools

Microsoft Office Suite

CRM systems

Life & Health insurance knowledge

Wholesale experience

Education

Bachelor’s degree or equivalent work experience

Tools

AMS experience

Job description

Acrisure, LLC is seeking a Placement Consultant to join our team and support life and disability product illustrations and sales-enabled proposals. You will assist in creating templates, maintain carrier studies, and help evaluate new sales opportunities with both internal and external teams.

You will manage quote turnarounds, collaborate on calls and emails, and drive pre-sales prep for presentations and broker calls while maintaining relationships across sales partners.