Marketing Specialist

Job Type: Full Time
Job Location: Lake Forest - CA

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.

Job Summary:

Assist the small and large group analysts in daily marketing tasks, such as: prepare/submit RFP’s, census reconciliations, team strategy meetings, spreading, presentation production, communication with carriers and account teams, etc. Will have a thorough understanding of all marketing processes. This marketing analyst role is a support role with the aim to eventually manage his/her own groups as the company continues to grow.

Essential Duties And Responsibilities

  • Consult with producers on marketing strategies with current groups
  • Negotiate group rates with carriers
  • Keep informed on ACA laws that impact the health insurance industry
  • Stay current on carrier networks, products and services
  • Assist in gathering/auditing a group census and calculating disability volumes
  • Attend and contribute in pre-renewal strategy discussions for large groups
  • Prepare and submit RFPs through Suvaun and other systems
  • File and organize carrier proposals
  • Create and peer renewal workbooks
  • Print and bind renewal presentations for renewal meetings
  • Generate carrier sold confirmations to submit to carriers once renewal decisions have been made
  • Update group plan and rate spreadsheets for all groups
  • Maintain and manage group data in Suvaun and other systems
  • Shadow and learn from the small and large group analysts in how best to communicate with carrier and account teams in all situations
  • Other responsibilities as assigned

Competencies

Thoroughness Accuracy Excellent Written and Verbal Communication Skills Organizational Skills Ethical Conduct Reliability Ability to multi-task Time Management Problem Solving

Supervisory Responsibilities

This position has no supervisory responsibilities.

Supervision Received

This position will report directly to the Benefits Analyst Manager.

People Contact

This position has contact with clients, vendors, and employees.

Qualifications

  • Current California Life and Health License preferred; if unlicensed will be required to obtain within 60 days of employment
  • Highly motivated with a positive attitude and excellent people skills
  • Professional demeanor and attitude
  • Computer skills: Proficient in using Microsoft Office Programs, including Outlook, Word, PowerPoint, and Excel.
  • Excellent written and verbal communication abilities
  • Ability to maintain neat and professional dress code
  • Time management – able to multitask and manage priorities and deadlines
  • Ability to respond professionally and accurately to Account Management Team
  • Reliability – ability to report to work consistently and timely.

Education And/Or Experience

Required: Bachelor’s degree (B. A.) from four-year college or university; or one to two years of related experience and/or training; or equivalent combination of education and experience.

Preferred: At least 1-2 years’ experience to successfully perform this job.

Certificates, Licenses, Registrations

Required: CA Life & Health License (if unlicensed, will be required to obtain within 60 days of employment); Valid Driver’s License