Advisor Team Case Designer

Emploi pas sur LinkedIn

🕒 il y a 1 mois

🥔 Idaho – Distant

🥔 Idaho – Remote

💵 $75 000 / an

⏰ Temps Plein

🟢 Junior

✍️ Designer

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Covr Financial Technologies

Site WebLinkedInTous les Emplois

51 - 200 employés

💼 Conseil

🏥 Santé

⚖️ Juridique

💰 €15 000 000 Series B en 2022-04

Consulting • Healthcare • Legal

Covr Financial Technologies est une entreprise qui simplifie le processus d'achat d'assurance, en s'adressant à la fois aux consommateurs et aux institutions financières. L'entreprise collabore avec 29 des principaux assureurs pour offrir une gamme de produits d'assurance, notamment l'assurance-vie, l'assurance soins de longue durée et l'assurance invalidité. Covr a noué des partenariats avec des banques et des institutions financières, rendant l'assurance accessible à plus de 40 millions de consommateurs. Les outils de Covr aident les utilisateurs à évaluer leurs besoins en assurance et à acheter les bonnes polices. Elle est reconnue pour la satisfaction de ses clients, avec une cote élevée basée sur de nombreuses enquêtes.

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.

🎯 Exigences

• 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.

🏖️ Avantages

• 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