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About the role
Key responsibilities & impact- 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
Requirements
What you’ll need- 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
Benefits
Comp & perks- 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) options
- Flexible Spending Account (FSA) options
- Commuter benefits
- Employee discount programs
- Paid maternity leave
- Paid paternity leave
- Legal plan options
- Pet insurance coverage
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
insurance quoting toolsMicrosoft Office SuiteCRM systemsAMS experiencelife insurance knowledgedisability insurance knowledgelong term care knowledgeannuity product knowledgepipeline data entryquote follow-ups
Soft Skills
collaborationrelationship managementcommunicationpre-sales preparationsales supportservice protocol adherenceevaluation of sales opportunitiespresentation skillsteam supportinternal/external coordination
Certifications
Life & Health insurance license