Case Designer

Responsibilities

• Generate and revise life insurance illustrations based on advisor or team member requests, incorporating changes in underwriting, premiums, and case design as needed.
• Log all illustration proposals in the CRM system according to established guidelines for accurate and detailed reporting; store documents following filing protocols.
• Analyze client needs to recommend appropriate life insurance products and concepts, maintaining up-to-date knowledge of industry trends and offerings.
• Maintain expertise in life insurance products, case design software, and presentation tools; prepare and communicate sales proposals and presentations to producers, clients, and staff.
• Order In-Force Ledgers from carriers upon request and ensure timely follow-up and review for accuracy.
• Support field requests by providing necessary forms, prepared applications, and additional documentation as required.
• Monitor and gather current marketplace information on product pricing, features, and new offerings to stay informed and competitive.
• Develop and maintain in-depth knowledge of electronic application submission platforms and serve as a resource for training and assistance.
• Adhere to all established procedures and protocols to ensure compliance, accuracy, and efficiency in all case design and illustration activities.
• Perform other duties as assigned to support the needs of the team.
• Education and Experience:
• High School, GED or related industry experience required
• 0-2 years related industry experience, a plus but not required
• Demonstrates strong attention to detail and analytical abilities.
• Exhibits accountability, effective follow-up, and maintains confidentiality.
• Communicates clearly and professionally, both in writing and verbally.
• Collaborates well in team environments, including virtual teams.
• Proficient in Microsoft Word, Excel, Outlook, and web-based platforms such as carrier and vendor websites.
• About Integrity

Benefits

Additional Information

Job Summary: A Case Designer is responsible for providing insurance product and illustration support to a wide range of individuals: Internal Sales Consultants and New Business Team, Independent Financial Producers, and Institutional Financial Advisors. Though Annuity, Disability Income and Long-Term Care capabilities are a plus, this position includes a specific emphasis on Life Insurance products. This position is expected to be able to work independently and escalate issues appropriately.

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Company Intel

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