Associate Insurance Specialist

Lead with Purpose. Partner with Impact. 

The Associate Insurance Strategist supports Senior Insurance Strategists in the development, placement, and management of insurance solutions for advisors and clients. This role is responsible for assisting with case design, carrier analysis, product positioning, underwriting coordination, and relationship management while building the knowledge and skills necessary to progress into a Senior Insurance Strategist role.

The Associate Insurance Strategist serves as a trusted internal resource for advisors and teammates by providing timely support, market intelligence, and administrative coordination throughout the sales and implementation process. Success in this role requires strong attention to detail, a commitment to learning, and the ability to manage multiple priorities in a fast-paced environment.

What You’ll Do:

Insurance Case Support

• Partner with Senior Insurance Strategists to support new business opportunities and advisor cases.
• Assist with case design, illustrations, product comparisons, and sales concepts.
• Prepare and organize proposals, presentations, and client-facing materials.
• Coordinate requirements and follow-up activities to help move cases through the sales process.

Carrier & Product Management

• Develop working knowledge of insurance carriers, products, underwriting processes, and competitive positioning.
• Maintain relationships with carrier representatives and internal stakeholders.
• Research product updates, underwriting guidelines, and market changes.
• Assist in evaluating product fit and competitive solutions for advisors and clients.

Advisor & Internal Team Support

• Respond to advisor inquiries regarding product features, carrier requirements, and case status.
• Provide timely and accurate follow-up on pending business.
• Collaborate with operations, underwriting, licensing, and new business teams to ensure efficient case management.
• Support advisor education initiatives and product training opportunities.

Business Development Support

• Assist in identifying sales opportunities within existing advisor relationships.
• Support strategic initiatives designed to increase insurance production and advisor engagement.
• Participate in advisor meetings, carrier meetings, and sales planning discussions as appropriate.

Professional Development

• Continuously develop insurance product expertise and industry knowledge.
• Participate in training and mentoring provided by Senior Insurance Strategists.
• Progressively assume greater responsibility for advisor relationships and case ownership.
• Demonstrate readiness to transition into a Senior Insurance Strategist role through increased technical knowledge, sales acumen, and independent case management.

What You Bring: 

Required:

• Bachelor's degree or equivalent combination of education and experience.
• 1-3 years of experience in insurance, financial services, sales support, underwriting, new business, or a related field.
• Strong organizational and problem-solving skills.
• Effective verbal and written communication skills.
• Ability to manage multiple priorities and deadlines.
• Proficiency in Microsoft Office applications.

Preferred:

• Life and Health Insurance License or ability to obtain licensure.
• Experience with life insurance, annuities, long-term care, disability income, or related products.
• Familiarity with insurance illustrations, underwriting, and carrier operations.
• Experience supporting advisors, agents, or producers.

Career Progression

The Associate Insurance Strategist role is designed as a developmental position that prepares team members for advancement into a Senior Insurance Strategist role. Through mentoring, hands-on case experience, carrier interaction, and advisor support responsibilities, incumbents will build the technical expertise, sales skills, and strategic thinking necessary to independently manage advisor relationships and complex insurance opportunities.

Measures of Success

• Consistently delivers accurate and timely support for advisor cases.
• Demonstrates growing knowledge of insurance products and carrier solutions.
• Builds strong relationships with advisors, carriers, and internal partners.
• Increases ownership of case management and advisor interactions.
• Successfully develops toward independent management of insurance opportunities and advisor relationships.