Provide competitive quotes for structured settlement annuities and attorney fee products
Develop relationships with consultants and work with external wholesalers to drive sales
Review cases for acceptability under tax codes and compliance with Pacific Life guidelines
Deliver exceptional customer service through phone calls and electronic communication
Opportunity for travel to attend firm and industry meetings
Requirements
Bachelor’s degree in Business, Finance, Marketing or related field
Five years’ experience working for an insurance company or in the Structured Settlements industry involved with marketing, quoting, and relationship management
General insurance knowledge, preferably with tax and legal competency as it relates to structured settlement governing laws
Strong relationship-building, organizational, customer service, and problem-solving skills
Professional with strong attention to detail and communication skills that works well independently and as part of a team
Life licensed in resident state (if candidate does not have an active life license, they will be required to complete requirements within six months of hire)
Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents
Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off
Paid Parental Leave as well as an Adoption Assistance Program
Competitive 401k savings plan with company match and an additional contribution regardless of participation
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
structured settlement annuitiesattorney fee productstax codescomplianceinsurance knowledgemarketingquotingrelationship managementproblem-solvingattention to detail