Case Designer

D&D Insurance Agency Inc

Scottsdale, AZ, United States
On-site
Life insurance illustrations
Analyze client needs
Case design software
D&D Insurance Agency Inc is seeking a Case Designer to provide insurance product support, particularly focusing on life insurance. The role involves generating illustrations, analyzing client needs, and maintaining product knowledge, while also requiring strong attention to detail and communication skills

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: 75

D&D Insurance Agency Inc is seeking a Case Designer to provide insurance product support, particularly focusing on life insurance. The role involves generating illustrations, analyzing client needs, and maintaining product knowledge, while also requiring strong attention to detail and communication skills.

Skills & Requirements

Must-have

  • Life insurance illustrations
  • Analyze client needs
  • Case design software
  • Microsoft Office Suite proficiency
  • Web-based platforms

Nice-to-have

  • Annuity capabilities
  • Disability Income capabilities
  • Long-Term Care capabilities
  • Electronic application submission platforms

Key Requirements

  • High School, GED or related industry experience
  • 0-2 years related industry experience
  • Strong attention to detail
  • Analytical abilities
  • Accountability and follow-up
  • Confidentiality
  • Clear written and verbal communication
  • Team collaboration

Work Rights

Not specified

Tailored Resume

Cover Letter