Case Designer

Quantum Group

Not specified
Life insurance illustration generation
Crm system logging and reporting
Microsoft office proficiency
Quantum Group is seeking a Case Designer to provide insurance product and illustration support, with a focus on life insurance products. The ideal candidate should possess strong analytical skills and attention to detail, as well as proficiency in Microsoft Office applications and CRM systems

Job Summary

  • The role focuses on providing insurance product and illustration support to sales consultants, financial producers, and institutional advisors with a specific emphasis on Life Insurance products.
  • Employees are expected to generate and revise life insurance illustrations while maintaining up-to-date knowledge of industry trends and carrier offerings.
  • Integrity offers a family-like environment with professional opportunities in a hyper-growth company that puts its people first.

Matching Summary

Match Score: 75

Quantum Group is seeking a Case Designer to provide insurance product and illustration support, with a focus on life insurance products. The ideal candidate should possess strong analytical skills and attention to detail, as well as proficiency in Microsoft Office applications and CRM systems.

Skills & Requirements

Must-have

  • Life insurance illustration generation
  • CRM system logging and reporting
  • Microsoft Office proficiency

Nice-to-have

  • Annuity and disability income knowledge
  • Long-term care capabilities
  • Strong attention to detail
  • Effective team collaboration

Key Requirements

  • High School or GED required
  • 0-2 years related industry experience preferred
  • Proficiency in Microsoft Word, Excel, Outlook

Work Rights

Not specified

Tailored Resume

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