Associate Director, Institutional Markets

Group 1001 • Zionsville, IN

104d

About The Position

Group 1001 is a consumer-centric, technology-driven family of insurance companies on a mission to deliver outstanding value and operational performance by combining financial strength and stability with deep insurance expertise and a can-do culture. Group1001’s culture emphasizes the importance of collaboration, communication, core business focus, risk management, and striving for outcomes. This goal extends to how we hire and onboard our most valuable assets – our employees. Our Institutional Markets Team is growing rapidly, and we are seeking a self-starting individual to help shape our expanding business. We seek the person that thinks 'out of the box' and has a passion for turning complex financial challenges into innovative solutions that drive measurable business impact. As an Associate Director, you will play an essential role in the growth and long-term success of our Pension Risk Transfer (PRT) business. In this position, you will combine business acumen with technical expertise to help build our PRT business from the ground-up – shaping the deal pipeline, cultivating broker relationships, driving deals from RFP to close, engaging with plan sponsors, and partnering across actuarial, legal, operations and other teams across the enterprise.

Requirements

• 5+ years of experience in PRT, retirement, actuarial consulting, or institutional insurance markets.
• Bachelor’s degree in Actuarial Science, Finance, Mathematics, or related field.
• Clear, concise communicator – able to explain complex concepts to non-technical audiences.
• Strong relationship builder, both internally and externally.
• Excellent project management skills; able to manage multiple priorities under tight deadlines.
• Strategic, organized and comfortable working with ambiguity, while maintaining high attention to detail.
• High proficiency in Microsoft Excel; familiarity with data analysis tools, modeling, or process automation a plus.

Responsibilities

• Manage the PRT quoting process: coordinate intake, review and qualify opportunities, and provide high quality, timely responses to RFPs.
• Build market presence: assist with developing relationships with brokers/consultants, support due diligence calls, engage with plan sponsors and promptly address all PRT-related questions.
• Support pricing: partner with the actuarial pricing team to analyze deal economics, ensure alignment with risk appetite and profitability goals, and assist with pricing transactions as needed.
• Deal onboarding: collaborate with operations and third-party administrator to ensure clean handoffs, successful onboarding, and accurate administration of new PRT transactions.
• Contract execution: collaborate with the legal team to review and ensure timely execution of contracts, certificates, and other legal documents.
• Monitor the market: track industry developments, regulatory changes, competitor activity and emerging opportunities.
• Process improvement: Develop scalable tools, workflows, and documentation to improve efficiency and consistency across quoting, onboarding, and reporting processes.
• Strategic growth initiatives: Identify white-space opportunities (e.g., carve-outs, jumbo transactions, new distribution channels) and contribute to long-term business planning.
• Expand company knowledge: document processes and procedures, share knowledge and train colleagues to expand PRT fluency across the organization.
• Ensure compliance with regulations and company policies.

Benefits

• Comprehensive health, dental, and vision insurance plan options.
• Basic and Supplemental Life Insurance.
• Short and Long-Term Disability.
• Immediate access to the Company’s Employee Assistance Program and wellness programs.
• Participation in the Company’s 401K plan, with matching contributions.
• Generous Paid Time Off.
• Paid Holidays.
• Bereavement, Jury Duty, and Disability Leave.
• Hybrid Work Model Available.
• Remote Work Opportunities Available for Some Roles.
• Company Matching Gift Program for Community Volunteering and Donations.
• Competitive Compensation.
• Paid Volunteer Reward Program.
• Fitness Centers (Certain locations).
• Locker-Rooms.
• Wellness Program Reimbursement Incentive.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree