Case Designer – Highland Capital Brokerage
| Company | Osaic |
|---|---|
| Location | Birmingham, AL, USA, Atlanta, GA, USA |
| Salary | $55000 – $65000 |
| Type | Full-Time |
| Degrees | |
| Experience Level | Mid Level |
Requirements
- Minimum 3 years of experience in Case Designing within Insurance carrier environment.
- Proficiency with Salesforce CRM platforms, and carrier submission portals.
- Strong organizational skills and the ability to manage multiple cases and deadlines simultaneously in a fast-paced setting.
- Proficiency with Microsoft Office (specifically Outlook, Word & Excel)
Responsibilities
- Analyze requests received and generate applicable proposals and presentations that are accurate, compliant, and meet necessary guidelines
- Deliver illustrations and presentations to the field with concise commentary explaining the need and the solution(s) recommended
- Provide analysis of in-force policy data and recommend changes and/or alternate plans when applicable
- Prepare new business application kits and pre-fill with accurate client information utilizing information received from the field
- Create and send DocuSign envelopes to electronically collect signatures from clients and or producers.
- Receive signed applications from the field and review for high-level accuracy before forwarding to New Business for processing
- Maintain broad knowledge of life insurance product landscape as it pertains to available products, carrier illustration software, marketing resources, sales ideas. Stays current on the competitive marketplace by participating in educational opportunities, attending webinars, etc.
- Fulfill requests for marketing materials, supplemental reports, etc.
- Facilitate the timely and accurate response to requests received. Including but not limited to:
- Requesting updates from New Business, Commissions, or Broker Contracting teams
- Seeing to the completion of required institutional compliance procedures where applicable
- Aiding with field underwriting and pre-sale assessments
- Demonstrate a teamwork mentality by being available to:
- offer support to other Highland Sales Resources than those assigned to
- fulfills requests received by the team as work volume demands, offering help to other associates where and when able
- Log all activity in Salesforce in compliance with established HCB guidelines and procedures
- Create contact records in Salesforce when needed
- Store illustrations in a manner consistent with protocols established and maintained throughout the enterprise
Preferred Qualifications
- Familiarity with platforms such as FireLight, iPipeline.
- Industry certifications (e.g., LOMA, NAIFA, or designations like CSA or CLU) are a plus.
- Securities registration preferred.
- Experience working directly with independent financial advisors or agents.