Case Designer

🕒 il y a 1 mois

🌲 North Carolina, Pennsylvania, +1 états de plus – Distant

🌲 North Carolina – Remote 🔔 Pennsylvania – Remote ⛷️ Utah – Remote

⏰ Temps Plein

🟡 Intermédiaire

🟠 Senior

✍️ Designer

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AmeriLife

Site WebLinkedInTous les Emplois

1001 - 5000 employés

Fondée en 1973

🏥 Santé

💼 Conseil

💸 Finance

💰 Secondary Market en 2022-06

Healthcare • Consulting • Finance

AmeriLife est une organisation indépendante de premier plan spécialisée dans le marketing et un conseiller en investissements agréé aux États-Unis. Elle offre des solutions complètes en assurance et en finance aux agents, conseillers et consommateurs, avec pour objectif d'aider les personnes à vivre plus longtemps et en meilleure santé. AmeriLife collabore avec de nombreux assureurs, organisations de marketing financier (FMO) et experts du secteur pour fournir des solutions de santé et financières à des millions d'Américains chaque année. Avec un vaste réseau de plus de 300 000 agents et conseillers axés sur le client, AmeriLife propose des solutions technologiques avancées et des outils, comme l'Agent Xcelerator®, pour améliorer la qualité du service et la croissance des affaires. Leur engagement envers le leadership est évident à travers leur réseau de distribution étendu et des opportunités de partenariat innovantes.

Description

• Provide life insurance producers with specific advanced planning and illustration support to generate life insurance sales • Understanding advanced estate and business planning concepts • Case design and development of advanced planning marketing tools • Presenting planning concepts • Advanced sales case design • Advanced case research and development • Ability to 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 • Preparation of 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 • Effectively communicate on a regular basis with sales team, carrier wholesalers, internal sales desks, and case managers

🎯 Exigences

• 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

🏖️ Avantages

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