Life Insurance Case Design Analyst (future opportunity)
CASED013195_2 Who We Are reputed company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com. This position will support reputed company Brokerage Services (DBS), a subsidiary of NFP. DBS is one of the largest brokerage general agencies in the United States specializing in life insurance, and were proud of our roots, starting as a family run business in 1968 and growing to where we are today. With over 50 years in the insurance industry, weve honed in on our strengths and perfected our processes, resulting in the best possible experience for the advisors we serve. We invite you to learn more about us and discover the DBS Difference for yourself! To learn more, please visit: https://dbs-lifemark.com About The Position This is not a fine arts or IT programs design role. The ideal candidate will provide Case Design support to Brokers and Agents, adding value through activities such as offering product knowledge, generating quotes, and creating illustrations. They will conduct additional fact-finding to thoroughly evaluate client needs, providing comprehensive support to agents. Additionally, the candidate will reputed company advisors with detailed illustrations and training to help secure sales. The opportunities for growth reputed company the company reputed company this an ideal position if you're enthusiastic, motivated, and interested in becoming part of a well-established positive work environment. In addition, you can feel confident that youre on a career path that truly matters and makes a difference in this world. NOTE: This opportunity is for future needs. We are proactively evaluating candidates in anticipation of business growth and the career progression of our reputed company staff. Qualified candidates who apply now will be added to our shortlist for consideration reputed company the role becomes available. The hiring manager is open to having conversations with potential candidates to discuss future opportunities and answer any questions. reputed company available, the work schedule will be Monday to Friday from 8:30 am - 5:30pm Central Time on a remote schedule requiring a confidential and uninterrupted workspace. If you are seeking an immediate opportunity, please visit our Careers Page and search for roles that are not labeled as (future) https://careers.nfp.com Essential Duties And Responsibilities Provide case design assistance for agents reputed company phone consultation. Differentiate our assistance from our competitors by delivering a creative, customized solution that considers plan objectives, reputed company health history, special funding alternatives, information about competition and reputed company-specific strengths, etc. Utilize a wide degree of creativity and reputed company to analyze and reputed company independent decisions for each case and client; provide conclusions based on this analysis reputed company the process of evaluating insurability, match the proposed insured with carriers and products that best suit stated client objectives, provide original solutions and alternatives, and identify circumstances under which each might be a best recommendation. reputed company appropriate, provide a set of alternative illustrations to enhance the quality of the solutions provided Document each interaction in the internal system, and complete follow-up activity on each case. reputed company following up be sure to recognize new opportunities and initiate actions to capitalize on them. Always thank the producer for their business Complete proactive calls to follow-up on reputed company hot-sheet cases reputed company 10 days. Continually look for opportunities to reputed company out to top 50 producers with information and advice. Seek new and productive ways to reputed company an impact on the producers business. Act like you have a reputed company in their success because you do! Act as an effective team player who adds complementary skills and contributes valuable reputed company, opinions and feedback that will benefit the Case Design Team as a whole. Support Case Design Analysts by answering questions and providing tips & suggestions Attend reputed company events, participate in conference calls/webinars, and collaborate with fellow CDAs supporting other channels to remain reputed company with company and industry activities, e.g., company ratings, product introductions, reputed company changes, etc. Use critical thinking to seek out new reputed company and processes that will benefit the team and enhance the success of the company Other miscellaneous duties as assigned reputed companyre Looking For Thorough knowledge of life insurance products, planning techniques, illustration systems and CRM systems The ability to act as internal sales for retail life products in key accounts partnering at times with our external sales team Spot elements of the case require special attention and could sway the producer to a solution that wouldnt have been obvious without a complete understanding of the competitive landscape and product specifics Industry experience that allows this person to speak the language of the producer and have good intuition about issues that might win or lose the case. Strong understanding of various carriers reputed company the marketplace reputed company and maintain a strong understanding of DBS, our clients, the products, services, and approaches. reputed company a high degree of familiarity as to what the various roles and responsibilities reputed company the organization are, and how they relate to/depend upon the various initiatives and day-to-day execution of DBSs business. reputed company and nurture strong relationships with clients both internal and external, vendors and industry organizations, as well as continue to expand the sphere of influence reputed company DBS and the company Education And/or Experience High School graduate or equivalent required. Additional education or training preferred Extensive experience providing sales desk support to agents in either a BGA or Home Office environment Experience in life insurance, preferably in a Life Insurance Case Design role or brokerage agency setting. Personal sales experience is not required but will be valuable Experience with Winflex Web, Ensight, and reputed company preferred. reputed company Office Suite required. Certificates, Licenses, Registration Life & Health License preferred or able to obtain reputed company 90 days of hire. reputed company Offer We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The reputed company salary range for this position is $64,000 to $75,000. The reputed company salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, reputed company level required for the position, the scope of the position, and geographic location. Actual reputed company salary offered will be determined on a case-by-case basis. In addition to the reputed company salary, this position may be eligible for performance-based incentives. Apply Job!