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Group 1001 · 1 day ago

Associate Director, Institutional Markets

Zionsville, IN

Full-time

Onsite

Mid, Senior Level, Lead/Staff

$120K/yr - $150K/yr

5+ years exp

Group 1001 is a consumer-centric, technology-driven family of insurance companies focused on delivering value and operational performance. The Associate Director for Institutional Markets will play a crucial role in the growth of the Pension Risk Transfer business by managing the quoting process, building relationships with brokers, and collaborating across various teams to drive deals from RFP to close.

FinanceFinancial ServicesInsurance

Responsibilities

Manage the PRT quoting process: coordinate intake, review and qualify opportunities, and provide high quality, timely responses to RFPs

Build market presence: assist with developing relationships with brokers/consultants, support due diligence calls, engage with plan sponsors and promptly address all PRT-related questions

Support pricing: partner with the actuarial pricing team to analyze deal economics, ensure alignment with risk appetite and profitability goals, and assist with pricing transactions as needed

Deal onboarding: collaborate with operations and third-party administrator to ensure clean handoffs, successful onboarding, and accurate administration of new PRT transactions

Contract execution: collaborate with the legal team to review and ensure timely execution of contracts, certificates, and other legal documents

Monitor the market: track industry developments, regulatory changes, competitor activity and emerging opportunities

Process improvement: Develop scalable tools, workflows, and documentation to improve efficiency and consistency across quoting, onboarding, and reporting processes

Strategic growth initiatives: Identify white-space opportunities (e.g., carve-outs, jumbo transactions, new distribution channels) and contribute to long-term business planning

Expand company knowledge: document processes and procedures, share knowledge and train colleagues to expand PRT fluency across the organization

Ensure compliance with regulations and company policies

Qualification

Pension Risk TransferActuarial ScienceProject ManagementMicrosoft ExcelData Analysis ToolsClear CommunicationRelationship BuildingAttention to Detail

Required

5+ years of experience in PRT, retirement, actuarial consulting, or institutional insurance markets

Bachelor's degree in Actuarial Science, Finance, Mathematics, or related field

Clear, concise communicator – able to explain complex concepts to non-technical audiences

Strong relationship builder, both internally and externally

Excellent project management skills; able to manage multiple priorities under tight deadlines

Strategic, organized and comfortable working with ambiguity, while maintaining high attention to detail

High proficiency in Microsoft Excel; familiarity with data analysis tools, modeling, or process automation a plus

Benefits

Comprehensive health, dental, and vision insurance plan options

Basic and Supplemental Life Insurance

Short and Long-Term Disability

Employee Assistance Program

Wellness programs

401K plan, with matching contributions by the Company

Company

Group 1001

Group 1001 is a collective that empowers companies to create positive growth. Our insurance and annuities are easy to understand and accessible to all.

Founded in 2013

Zionsville, Indiana, USA

1001-5000 employees