Advanced Case Designer

Job Summary

Provide life insurance producers with specific advanced planning and illustration support to generate life insurance sales. This includes, but is not limited to, understanding advanced estate and business planning concepts, case design, developing advanced planning marketing tools, and presenting planning concepts.

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

• Advanced sales case design
• Advanced case research and development
• Ability to fully understand client life needs – income protection, estate planning, replacement
• Review available approved products per wirehouse and select carriers, products, and design that are best for the client
• Creation of advanced sales marketing tools
• Preparation of sales presentation, including obtaining compliance approval from financial institution
• Act as a liaison between financial institutions, agents and carrier home offices to facilitate sales
• Support the sale of carrier specific and Crump proprietary advanced sales deliverables
• Maintain in-depth knowledge of approved carriers & products by financial institution, including new products, product changes, transitions, repricing, limitations, riders, etc.
• Effectively communicate on a regular basis with sales team, carrier wholesalers, internal sales desks, and case managers, to ensure open communication on product, changes, etc.

• Effective interpersonal and written communication skills
• Ability to provide excellent customer service to both internal and external customers
• Effective time management skills
• Ability to prioritize and accomplish multiple tasks simultaneously
• Capable of working independently as well as in a team environment
• Ability to work in a self-directed fashion
• Experience with PCs in a Windows environment
• Demonstrated proficiency in basic computer applications such