Advisor Team Case Designer
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Job Description
Advisor Team Case Designer creating sales illustrations for life and LTC products. Responsible for quality control, support for sales team, and training on case design.
Responsibilities:
- 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.
Requirements:
- 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.
Benefits:
- 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
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