Placement Consultant
Acrisure•Saint Louis, MN
•Onsite
About The Position
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 Office Suite.
- Knowledge of CRM systems.
- AMS experience strongly preferred.
- Strong knowledge of both products and concepts within the life and disability insurance industry.
- Wholesale experience strongly preferred.
- Bachelor’s degree or equivalent work experience
- 5+ years of related industry experience
- Life & Health insurance license required
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.
Benefits
- Comprehensive medical insurance
- dental insurance
- vision insurance
- life and disability insurance
- fertility benefits
- wellness resources
- paid sick time
- Generous paid time off and holidays
- Employee Assistance Program (EAP)
- complimentary Calm app subscription
- Immediate vesting in a 401(k) plan
- Health Savings Account (HSA) and Flexible Spending Account (FSA) options
- commuter benefits
- employee discount programs
- Paid maternity leave
- paid paternity leave (including for adoptive parents)
- legal plan options
- pet insurance coverage
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
