Advanced Life Insurance Case Designer

Crump; United States; Remote; USD 90,000 - 150,000; Full time

Job summary

Crump is seeking a seasoned professional to provide advanced planning and illustration support to life insurance producers. You will design complex cases, conduct in-depth research, and create marketing tools to win client attention while ensuring compliance and a deep understanding of estate and income protection needs.

The role requires collaboration with financial institutions, agents, and carrier homes, and requires staying current on carrier products, legal rules, and illustration software

Qualifications

• Bachelor's degree or equivalent education, training and work-related experience.
• Experience with advanced case design, research and complex cases.
• Experience creating marketing tools to drive sales.
• Solid understanding of tax and legal rules, as it pertains to life insurance.
• Excellent writing and technical research skills.
• Exceptional organizational skills.
• Knowledge of carrier life products, specific advanced sales concepts and illustration software.

Responsibilities

• Advanced sales case design
• Advanced case research and development
• Ability to fully understand client life needs - income protection, estate planning, replacement
• Review 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.

Skills

Interpersonal skills

Written communication

Customer service

Time management

Independent/team work

MS Office

Problem solving

Communication across levels

Bachelor's degree or equivalent

Advanced case design

Marketing tools

Illustration software

Carrier products knowledge

Advanced sales concepts

Tax & legal knowledge

Organizational skills

Writing and research

Attention to detail

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

Illustration software

Job description

Crump is seeking a seasoned professional to provide advanced planning and illustration support to life insurance producers. You will design complex cases, conduct in-depth research, and create marketing tools to win client attention while ensuring compliance and a deep understanding of estate and income protection needs.

The role requires collaboration with financial institutions, agents, and carrier homes, and requires staying current on carrier products, legal rules, and illustration software