Senior Insurance Placement Specialist

Acrisure; Chicago (IL); On-site; USD 100,000 - 130,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Job summary

Acrisure is seeking an experienced professional to join our Placement team in a role focused on life and disability insurance solutions. The job involves producing illustrations and proposals, maintaining carrier studies, and supporting the sales force with pre-sales materials and presentations.

The ideal candidate has 5+ years in the industry, familiarity with quoting tools, and strong MS Office and CRM skills.

Qualifications

• Familiarity with insurance quoting tools for life, disability, long term care and annuity product lines.
• Strong knowledge of CRM systems; AMS experience strongly preferred.
• Strong knowledge of both products and concepts within the life and disability insurance industry.

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 sales teams with product expertise on calls and emails.
• Assist in pre-sales preparation of presentations and broker calls.
• Manage relationships between internal/external sales teams and producers.
• 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 (AMS preferred)

Life & Health insurance knowledge

Wholesale experience

Education

Bachelor’s degree or equivalent work experience

5+ years of related industry experience

Life & Health license preferred (or ability to obtain within 90 days)

Tools

AMS CRM

MS Office Suite

Job description

Acrisure is seeking an experienced professional to join our Placement team in a role focused on life and disability insurance solutions. The job involves producing illustrations and proposals, maintaining carrier studies, and supporting the sales force with pre-sales materials and presentations.

The ideal candidate has 5+ years in the industry, familiarity with quoting tools, and strong MS Office and CRM skills.