Associate Director, Institutional Markets

Group 1001 • Zionsville, IN

3d • $120,000 - $150,000 • Remote

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. Why This Role Matters: 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. How You'll Contribute: 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.

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

• Employees who meet benefit eligibility guidelines and work 30 hours or more weekly, have the ability to enroll in Group 1001’s benefits package.
• Employees (and their families) are eligible to participate in the Company’s comprehensive health, dental, and vision insurance plan options.
• Employees are also eligible for Basic and Supplemental Life Insurance, Short and Long-Term Disability.
• All employees (regardless of hours worked) have immediate access to the Company’s Employee Assistance Program and wellness programs—no enrollment is required.
• Employees may also participate in the Company’s 401K plan, with matching contributions by the Company.

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Number of Employees: 1,001-5,000 employees