Marketing Specialist

Posted:
9/17/2024, 3:38:51 AM

Location(s):
California, United States ⋅ Lake Forest, California, United States

Experience Level(s):
Junior ⋅ Mid Level ⋅ Senior

Field(s):
Growth & Marketing

Job Description

About 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

Language Skills

Must be able to communicate effectively both in writing and verbally in English to interact with clients and other employees. Ability to read, analyze and interpret the most complex documents and financial reports.  Ability to respond effectively to the most sensitive inquiries or complaints.  Ability to write speeches and articles using original or innovative techniques or style.  Ability to make effective and persuasive speeches and presentations on controversial or complex topics to top management, public groups, and/or boards of directors.

Mathematical Skills

Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.  Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.  Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. 

Reasoning Ability

Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.  Ability to apply principles of logical or scientific thinking to a wide range of intellectual and practical problems.  Ability to deal with nonverbal symbolism (formulas, scientific equations, graphs, musical notes, etc.,) in its most difficult phases.  Ability to deal with a variety of abstract and concrete variables.

Physical Demands

This is largely a sedentary role; however, some of the physical requirement consists of walking, turning the head and torso, stooping, kneeling, reaching, grasping, bending, and flexing the arms, legs, wrists, hands, and fingers.  The senses of being able to see, hear, and have full power of speech are required.

Work Environment

This position will be working primarily indoors in a climate controlled office environment. The role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

The noise level in the work environment is usually moderate.

Other Duties

Please note this job description is not designated to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employees for this job. Duties, responsibilities and activities may change at any time with or without notice.

Salary Range: $60k - $65k

Pay Details:

Annual Salary: $60,000 - $65,000

Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status.  California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at www.Acrisure.com/privacy/caapplicant.


Acrisure is equally committed to supporting social issues. In 2021, the Company co-founded Evolution Advisors, a joint venture focused on providing greater access and more effectively distributing insurance products and financial services to minority-owned enterprises. In its home of Grand Rapids, Acrisure provided $15 million to create the Acrisure Center for Innovation in Children’s Health at Helen DeVos Children’s Hospital.


To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure’s property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure’s Human Resources Talent Department.