Case Designer

Lion Street

Scottsdale, AZ, United States
On-site
Life insurance illustrations
Analyze client needs
Product knowledge
Lion Street is seeking a Case Designer to provide insurance product and illustration support with a focus on life insurance. The role requires attention to detail, analytical skills, and proficiency in various software tools, while offering a collaborative and supportive work environment

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.
  • Generate and revise life insurance illustrations based on advisor or team member requests, incorporating changes in underwriting, premiums, and case design as needed.
  • Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products.

Matching Summary

Match Score: 85

Lion Street is seeking a Case Designer to provide insurance product and illustration support with a focus on life insurance. The role requires attention to detail, analytical skills, and proficiency in various software tools, while offering a collaborative and supportive work environment.

Skills & Requirements

Must-have

  • Life insurance illustrations
  • Analyze client needs
  • Product knowledge
  • Sales proposals and presentations
  • Marketplace information gathering
  • Electronic application submission platforms

Nice-to-have

  • Annuity, Disability Income and Long-Term Care capabilities
  • Work independently
  • Team collaboration

Key Requirements

  • High School, GED or related industry experience required
  • 0-2 years related industry experience
  • Strong attention to detail
  • Analytical abilities
  • Accountability, effective follow-up, confidentiality
  • Clear and professional communication
  • Proficient in Microsoft Office Suite and web platforms

Work Rights

Not specified

Tailored Resume

Cover Letter