Advisor Team Case Designer

Job not on LinkedIn

🔥 6 minutes ago

🥔 Idaho – Remote

🥔 Idaho – Remote

💵 $75k / year

⏰ Full Time

🟢 Junior

✍️ Designer

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Covr Financial Technologies

WebsiteLinkedInAll Job Openings

51 - 200 employees

💸 Finance

💰 $15M Series B on 2022-04

Finance • Insurance

Covr Financial Technologies is a company that simplifies the process of buying insurance, catering to both consumers and financial institutions. The company works with 29 leading insurance carriers to provide a range of insurance products, including life, long-term care, and disability insurance. Covr has formed partnerships with banks and financial institutions, making insurance accessible to over 40 million consumers. Covr's tools assist users in assessing their insurance needs and purchasing the right policies. They are known for their customer satisfaction, with a high rating based on numerous surveys.

📋 Description

• Responsible for the creation and distribution of sales illustrations for life and LTC products. • Responsible for quality control and accuracy of illustrations run and distributed to our advisors. • Responsible for knowing and understanding the various nuances of products for optimal case design. • Support the sales team on advisor calls to review case design as needed. • Support both field development and product departments with training on case design and product availability as well as provide other support items as needed. • May perform additional projects/duties upon request.

🎯 Requirements

• BS/BA or equivalent work experience. • Life and Health license preferred. • 1-year experience working within the life insurance industry preferred. • Excellent attention to detail and ability to multi-task without losing focus. • Proficient in Microsoft Outlook, Word and Excel • Comfortable with routine, repetitive tasks • Excellent written communication skills • Ability to work in a fast-paced environment independently or with a team. • Ability to take direction and multi-task.

🏖️ Benefits

• Paid Time Off (PTO): 3 weeks to start, increasing with years of service • Paid holiday’s – 11 days • Medical, Dental and Vision – 80% of monthly premium paid by Covr for all full-time employees • Adult and child orthodontia • Health Savings Account (HSA) with quarterly company contributions • Short-Term and Long-Term Disability • NEW - Pet insurance for cats and dogs! • Company paid Life and AD&D insurance for all full-time employees. • Supplemental Life and AD&D insurance up to 5x’s salary for employee • Supplemental Life and AD& D plans offered for spouse and dependents • Flexible Spending Accounts (FSAs): medical, dependent, parking and transit