Osaic
Case Designer, Highland Capital Brokerage
Operations Opportunity in Insurance Industry
Location: All Locations/Remote
Role Type: Full time
Salary: $55,000 - $65,000 per year + Sales Incentive Compensation
Benefits include health, vision, dental insurance, 401k, paid time away, volunteer days, and more.
Summary The Case Designer acts as a support partner for assigned Highland Sales Resources (both Signature Vice Presidents as well as those outside of the Signature channel). Case Designers work with their assigned Sales Resources to provide presale assistance including case design, product selection, illustrations, application fulfillment, etc. Case Designers also help maximize opportunities so that the field can focus on generating additional revenue by seeing more potential producers and clients. The position requires a sense of urgency and attention to detail to ensure services provided are prompt, accurate and meet all required compliance and Service Level Agreements guidelines. The Case Designer must also possess strong written and verbal communication skills to provide pertinent information on product recommendations, explanations as to why recommendations were made, as well as guidance regarding the application process, and strategies on how Highland can best support the producer. The Case Designer must be a team player with the ability to work closely with other job families that support the VP. The Case Designer must develop and maintain strong working relationships, primarily, with the VP’s Case Development Associate and members of Case Management, Commissions Accounting, and Broker Contracting Teams as well. The Case Designer position reports jointly to the Sales Support Management Team and primarily to the Manager closest to his/her physical location.
Responsibilities
Analyze requests received and generate applicable proposals and presentations that are accurate, compliant, and meet necessary guidelines
Deliver illustrations and presentations to the field with concise commentary explaining the need and the solution(s) recommended
Provide analysis of in-force policy data and recommend changes and/or alternate plans when applicable
Prepare new business application kits and pre-fill with accurate client information utilizing information received from the field
Create and send DocuSign envelopes to electronically collect signatures from clients and or producers
Receive signed applications from the field and review for high-level accuracy before forwarding to New Business for processing
Maintain broad knowledge of life insurance product landscape as it pertains to available products, carrier illustration software, marketing resources, sales ideas. Stays current on the competitive marketplace by participating in educational opportunities, attending webinars, etc.
Fulfill requests for marketing materials, supplemental reports, etc.
Facilitate the timely and accurate response to requests received, including but not limited to:
Requesting updates from New Business, Commissions, or Broker Contracting teams
Seeing to the completion of required institutional compliance procedures where applicable
Aiding with field underwriting and pre-sale assessments
Demonstrate a teamwork mentality by being available to:
offer support to other Highland Sales Resources than those assigned to
fulfills requests received by the team as work volume demands, offering help to other associates where and when able
Log all activity in Salesforce in compliance with established HCB guidelines and procedures
Create contact records in Salesforce when needed
Store illustrations in a manner consistent with protocols established and maintained throughout the enterprise
Basic Requirements
Minimum 3 years of experience
Proficiency with Microsoft Office (specifically Outlook, Word & Excel)
Preferred Requirements
Industry Licenses or certifications
Education Requirements
Bachelor’s degree preferred, high school diploma (or equivalent) in combination with significant practical experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required.
Equal Opportunity Employer Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.
Eligibility Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.
Unqualified Applications Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.
Recruiting Agencies Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.
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Location: All Locations/Remote
Role Type: Full time
Salary: $55,000 - $65,000 per year + Sales Incentive Compensation
Benefits include health, vision, dental insurance, 401k, paid time away, volunteer days, and more.
Summary The Case Designer acts as a support partner for assigned Highland Sales Resources (both Signature Vice Presidents as well as those outside of the Signature channel). Case Designers work with their assigned Sales Resources to provide presale assistance including case design, product selection, illustrations, application fulfillment, etc. Case Designers also help maximize opportunities so that the field can focus on generating additional revenue by seeing more potential producers and clients. The position requires a sense of urgency and attention to detail to ensure services provided are prompt, accurate and meet all required compliance and Service Level Agreements guidelines. The Case Designer must also possess strong written and verbal communication skills to provide pertinent information on product recommendations, explanations as to why recommendations were made, as well as guidance regarding the application process, and strategies on how Highland can best support the producer. The Case Designer must be a team player with the ability to work closely with other job families that support the VP. The Case Designer must develop and maintain strong working relationships, primarily, with the VP’s Case Development Associate and members of Case Management, Commissions Accounting, and Broker Contracting Teams as well. The Case Designer position reports jointly to the Sales Support Management Team and primarily to the Manager closest to his/her physical location.
Responsibilities
Analyze requests received and generate applicable proposals and presentations that are accurate, compliant, and meet necessary guidelines
Deliver illustrations and presentations to the field with concise commentary explaining the need and the solution(s) recommended
Provide analysis of in-force policy data and recommend changes and/or alternate plans when applicable
Prepare new business application kits and pre-fill with accurate client information utilizing information received from the field
Create and send DocuSign envelopes to electronically collect signatures from clients and or producers
Receive signed applications from the field and review for high-level accuracy before forwarding to New Business for processing
Maintain broad knowledge of life insurance product landscape as it pertains to available products, carrier illustration software, marketing resources, sales ideas. Stays current on the competitive marketplace by participating in educational opportunities, attending webinars, etc.
Fulfill requests for marketing materials, supplemental reports, etc.
Facilitate the timely and accurate response to requests received, including but not limited to:
Requesting updates from New Business, Commissions, or Broker Contracting teams
Seeing to the completion of required institutional compliance procedures where applicable
Aiding with field underwriting and pre-sale assessments
Demonstrate a teamwork mentality by being available to:
offer support to other Highland Sales Resources than those assigned to
fulfills requests received by the team as work volume demands, offering help to other associates where and when able
Log all activity in Salesforce in compliance with established HCB guidelines and procedures
Create contact records in Salesforce when needed
Store illustrations in a manner consistent with protocols established and maintained throughout the enterprise
Basic Requirements
Minimum 3 years of experience
Proficiency with Microsoft Office (specifically Outlook, Word & Excel)
Preferred Requirements
Industry Licenses or certifications
Education Requirements
Bachelor’s degree preferred, high school diploma (or equivalent) in combination with significant practical experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required.
Equal Opportunity Employer Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.
Eligibility Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.
Unqualified Applications Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.
Recruiting Agencies Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.
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