Multi Life Placement Specialist
About The Position
About Acrisure: Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more. Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win. Summary This position provides an opportunity to build a career within an exciting market of the insurance industry. We are looking for a highly motivated, experienced, self-starter to join our Client Solutions team.
Requirements
- Familiarity with insurance quoting tools for life, disability, long term care and annuity product lines.
- Strong knowledge and use of Microsoft Product Suite
- Knowledge of AMS and CRM systems
- Strong knowledge of both products and concepts within the life and disability insurance industry
- Bachelor’s degree or equivalent work experience
- 5-10 years of related industry experience
- Must have an active Life and Health License
Responsibilities
- Act as a subject matter expert on all multi-life products and provide education to new and existing salespeople and brokers.
- Create illustration quotes and proposals that support multi-life life and disability products.
- 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, with special attention to key relationships.
- Explores additional sales opportunities with current brokers.
- Manage service protocols to include but not limited to quote turnaround times, responding to the sales team, and following up on quotes and proposals.
- Assist multi-life case managers with annual reviews by identifying cross-sale and replacement opportunities and assist with communicating recommendations to brokers.
- Assist multi-life case manager with miscellaneous tasks, as needed.
- Maintain electronic case files based on established Life & Disability Practice protocols.
- Provide advice on implementation expectations to sales team and third-party advisors.
Benefits
- Competitive Compensation
- Industry Leading Healthcare
- Savings and Investments
- Charitable Giving Programs
- Offering hybrid work option
- Opportunities for Growth
- Parental Leave
- Generous time away
- Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
- Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
- Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
- Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
5,001-10,000 employees
