Case Designer, Highland Capital Brokerage

Sales Support Operations Opportunity in Insurance Industry

Case Designer, Highland Capital Brokerage

Location(s): All Locations & Remote

Role Type: Full time

Salary: $55,000 - $65,000 per year + annual bonus

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education.

Our competitive salaries are just one component of Osaic's total compensation package. Additional benefits include: health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits

Summary:

The Case Designer acts as a support partner for assigned Highland Sales Resources (both Signature Vice Presidents as well as those outside of the Signature channel). Case Designers work with their assigned Sales Resources to provide presale assistance including case design, product selection, illustrations, application fulfillment, etc. Case Designers also help maximize opportunities so that the field can focus on generating additional revenue by seeing more potential producers and clients.

The position requires a sense of urgency and attention to detail to ensure services provided are prompt, accurate and meet all required compliance and Service Level Agreements guidelines. The Case Designer must also possess strong written and verbal communication skills to provide pertinent information on product recommendations, explanations as to why recommendations were made, as well as guidance regarding the application process, and strategies on how Highland can best support the producer.

The Case Designer must be a team player with the ability to work closely with other job families that support the VP. The Case Designer must develop and maintain strong working relationships, primarily, with the VP's Case Development Associate and members of Case Management, Commissions Accounting, and Broker Contracting Teams as well.

The Case Designer position reports jointly to the Sales Support Management Team and primarily to the Manager closest to their physical location.

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 BrokerContracting teams
  • Seeing to thecompletion 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
• All other duties as assigned

Education Requirements:

• Bachelor's Degree Preferred; Associate's Degree or H.S. Diploma or GED certificate + Significant Practical Experience will be considered.

Basic Requirements:

• Minimum 3 years of experience
• Proficiency with Microsoft Office (specifically Outlook, Word & Excel)

Preferred Requirements:

• Licenses or certifications