Case Designer

This is a fully remote position, open to applicants in North Carolina, +1 more state.

📋 Description

• Provide life insurance producers with specialized advanced planning and illustration assistance to boost life insurance sales.

• Advanced sales case development.

• Research and development for advanced cases.

• Capability to comprehensively understand client life needs – including income protection, estate planning, and replacement strategies.

• Review currently approved products for each wirehouse and select the most suitable carriers, products, and designs tailored for the client.

• Development of advanced sales marketing resources.

• Preparation of sales presentations, which includes securing compliance approvals from financial institutions.

• Serve as a liaison among financial institutions, agents, and carrier home offices to streamline sales processes.

• Assist in the sale of carrier-specific and Crump proprietary advanced sales materials.

• Keep an in-depth understanding of approved carriers and products by financial institutions, including updates on new products, product modifications, transitions, repricing, limitations, riders, etc.

• Maintain effective communication regularly with the sales team, carrier wholesalers, internal sales desks, and case managers to ensure transparency regarding products and changes.

⛳️ Requirements

• Strong interpersonal and written communication abilities.

• Capacity to deliver exceptional customer service to both internal and external clients.

• Efficient time management skills.

• Ability to prioritize and manage multiple tasks concurrently.

• Capable of working autonomously as well as collaboratively in a team setting.

• Proficient in self-directed work.

• Experience using PCs within a Windows environment.

• Demonstrated proficiency in fundamental computer applications, including Microsoft Office software products.

• Ability to analyze issues and formulate solutions.

• Competence in communicating with individuals at all organizational levels.

• Bachelor’s degree or equivalent education, training, and relevant work experience.

• Experience with advanced case design, research, and handling complex cases.

• Background in creating marketing tools to enhance sales.

• Comprehensive understanding of various tax and legal regulations related to life insurance.

• Outstanding writing and technical research skills.

• Exceptional organizational abilities.

• Knowledge of carrier life products, specific advanced sales concepts, and illustration software.

🏝️ Benefits

• PTO

• Medical

• Dental

• Vision

• Retirement savings

• Disability insurance

• Life insurance