Case Designer

Lion Street

Not specified; not specified; competitive compensa...
Life insurance product knowledge
Case design illustration generation
Crm system logging and reporting
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

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.
  • Responsibilities include generating accurate illustrations, analyzing client needs to recommend appropriate products, and maintaining up-to-date knowledge of industry trends and carrier offerings.
  • Integrity offers a family-like culture in a hyper-growth company that prioritizes employee well-being and provides competitive compensation with benefits.

Matching 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.

Salary

Not specified; Not specified; Competitive compensation package including benefits

Skills & Requirements

Must-have

  • Life insurance product knowledge
  • Case design illustration generation
  • CRM system logging and reporting
  • Microsoft Office proficiency
  • Carrier electronic application platforms

Nice-to-have

  • Annuity and disability income capabilities
  • Long-term care product experience
  • Strong attention to detail
  • Effective team collaboration skills
  • Virtual team environment experience

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter