Advisor Team Case Designer

Role Overview

• Responsible for the creation and distribution of sales illustrations for life and LTC products.
• Responsible for quality control and accuracy of illustrations run and distributed to our advisors.
• Responsible for knowing and understanding the various nuances of products for optimal case design.
• Support the sales team on advisor calls to review case design as needed.
• Support both field development and product departments with training on case design and product availability as well as provide other support items as needed.
• May perform additional projects/duties upon request.

Requirements

• BS/BA or equivalent work experience.
• Life and Health license preferred.
• 1-year experience working within the life insurance industry preferred.
• Excellent attention to detail and ability to multi-task without losing focus.
• Proficient in Microsoft Outlook, Word and Excel
• Comfortable with routine, repetitive tasks
• Excellent written communication skills
• Ability to work in a fast-paced environment independently or with a team.
• Ability to take direction and multi-task.

Benefits

• Paid Time Off (PTO): 3 weeks to start, increasing with years of service
• Paid holiday’s – 11 days
• Medical, Dental and Vision – 80% of monthly premium paid by Covr for all full-time employees
• Adult and child orthodontia
• Health Savings Account (HSA) with quarterly company contributions
• Short-Term and Long-Term Disability
• NEW
• Pet insurance for cats and dogs!
• Company paid Life and AD&D insurance for all full-time employees.
• Supplemental Life and AD&D insurance up to 5x’s salary for employee
• Supplemental Life and AD& D plans offered for spouse and dependents
• Flexible Spending Accounts (FSAs): medical, dependent, parking and transit