2 дня назад
Placement Consultant (Insurance)
100 000 - 130 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Placement Consultant (Insurance): Producing life and disability insurance illustrations and proposals while supporting sales teams with product expertise, quote preparation, and opportunity intake with an accent on insurance product analysis, quoting workflows, and sales collaboration. Focus on maintaining carrier product studies, managing quote follow-ups and pipeline data, and coordinating relationships between sales teams and producers.
Location: On-site presence required; preferred locations are Saint Louis Park, MN, or Parsippany, NJ. Other locations may be considered.
Salary: $100,000–$130,000 base compensation per year.
Company
is a global fintech company providing insurance, reinsurance, payroll, benefits, cybersecurity, mortgage, and related services through technology and human support.
What you will do
- Produce life and disability insurance product illustrations and proposals.
- Create and maintain illustration quote templates and carrier product studies.
- Intake and evaluate new sales opportunities and manage pipeline data entry.
- Support internal and external sales teams with product expertise, presentations, broker-call preparation, and quote follow-ups.
- Build relationships between sales teams and producers to support new opportunity intake.
- Follow service protocols, including quote turnaround times and responses to Sales Managers.
Requirements
- Familiarity with insurance quoting tools for life, disability, long-term care, and annuity products.
- Strong knowledge of life and disability insurance products and concepts.
- Strong Microsoft Office Suite skills and knowledge of CRM systems.
- Five or more years of related industry experience.
- Bachelor’s degree or equivalent work experience.
- Life and Health insurance license preferred, or ability to obtain it within 90 days.
Nice to have
- AMS experience.
- Wholesale insurance experience.
Culture & Benefits
- Medical, dental, and vision insurance, plus life and disability insurance.
- Paid time off, paid sick time, holidays, and an Employee Assistance Program.
- 401(k) with immediate vesting, HSA and FSA options, and commuter benefits.
- Paid maternity and paternity leave, including for adoptive parents.
- Fertility benefits, wellness resources, Calm app subscription, legal plans, and pet insurance.
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