Advanced Case Designer

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🕒 vor 4 Monaten

🌲 North Carolina, Pennsylvania – Remote

🌲 North Carolina – Remote 🔔 Pennsylvania – Remote

⏰ Vollzeit

🟡 Mittelstufe

🟠 Senior

✍️ Designer

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Crump Roofing

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1 - 10 Mitarbeiter

🏗️ Bauwesen

👥 B2C

Construction • B2C

Crump Roofing ist ein Dachdeckerunternehmen für Wohngebäude, das 1999 gegründet wurde und sich auf architektonische Kompositionsschindeln, Metall- und Ziegeldächer sowie Dachreparaturen für Hausbesitzer in Nord-Idaho und Ost-Washington spezialisiert hat. Das Unternehmen legt als Pabco Preferred Contractor und GAF Authorized Installer besonderen Wert auf qualitativ hochwertige Installationen, bietet kostenlose Kostenvoranschläge an und hebt Jahrzehnte kombinierter Erfahrung und lokale Servicestandorte in Rathdrum, Coeur d’Alene, Spokane und umliegenden Gemeinden hervor.

Beschreibung

• Provide life insurance producers with specific advanced planning and illustration support to generate life insurance sales • Understanding advanced estate and business planning concepts • Conduct case design, and developing advanced planning marketing tools • Present planning concepts • Conduct advanced sales case design • Perform advanced case research and development • Fully understand client life needs – income protection, estate planning, replacement • Review available approved products per wirehouse and select carriers, products, and design that are best for the client • Creation of advanced sales marketing tools • Prepare sales presentation, including obtaining compliance approval from financial institution • Act as a liaison between financial institutions, agents and carrier home offices to facilitate sales • Support the sale of carrier specific and Crump proprietary advanced sales deliverables • Maintain in-depth knowledge of approved carriers & products by financial institution, including new products, product changes, transitions, repricing, limitations, riders, etc. • Effectively communicate on a regular basis with sales team, carrier wholesalers, internal sales desks, and case managers, to ensure open communication on product, changes, etc.

🎯 Anforderungen

• Effective interpersonal and written communication skills • Ability to provide excellent customer service to both internal and external customers • Effective time management skills • Ability to prioritize and accomplish multiple tasks simultaneously • Capable of working independently as well as in a team environment • Ability to work in a self-directed fashion • Experience with PCs in a Windows environment • Demonstrated proficiency in basic computer applications such as Microsoft Office software products • Ability to analyze problems and develop solutions • Ability to communicate with individuals at all levels of the organization • Bachelor's degree or equivalent education, training and work-related experience • Experience with advanced case design, research and complex cases • Experience creating marketing tools to drive sales • Solid understanding of various tax and legal rules, as it pertains to life insurance • Excellent writing and technical research skills • Exceptional organizational skills • Knowledge of carrier life products, specific advanced sales concepts and illustration software

🏖️ Vorteile

• PTO • medical • dental • vision • retirement savings • disability insurance • life insurance