Case Designer

Insurance Administrative Solutions, L.l.c.; Scottsdale, Northern (AZ, KY); Hybrid; USD 55,000 - 85,000; Full time

Job summary

Integrity, LLC, headquartered in Dallas, TX, seeks a proactive Case Designer to support insurance producers and financial institutions by preparing customized annuity sales proposals. You will learn from top professionals and advance toward commissioned sales roles.

The role emphasizes learning product options, evaluating client needs, and delivering timely, accurate illustrations and materials in a fast-paced environment.

Qualifications

• Prior experience in the financial services industry.
• Confident, professional and articulate in written and verbal communication.
• PC knowledge including MS Word, Excel, Outlook; ability to learn other systems.
• Strong organizational skills; capacity to manage heavy workload.
• Ability to work independently and as part of a team.
• Detail oriented, motivated and quality-focused.
• Analytical, problem solving and decision-making skills.

Responsibilities

• Run illustrations/proposals and provide marketing materials.
• Take inbound and make outbound calls and document activity.
• Work with multiple sales teams simultaneously.
• Listen to assess needs and determine sales support.
• Review information for annuity sales proposal requests.
• Determine appropriate annuity products based on needs.
• Contact producers to complete proposals and analysis.
• Communicate sales outputs to parties.
• Identify trends related to producers and proposals.
• Maintain knowledge of available annuity products and rates.
• Maintain relationships with carrier sales reps.

Skills

Financial services

Communication

MS Office

Organizational skills

Independent worker

Detail oriented

Analytical

Problem solving

Education

Bachelor’s degree

Tools

MS Office

Job description

Quantum’s Case Designer - in The Financial Industry Looking for a proactive candidate that wants to learn sales and distribution in a great cultured, billion-dollar company that offers exponential room to grow in the financial distribution industry. Come join The Quantum’s Case Design Division! In this fast-paced role, you will get the opportunity to learn from some of the top professionals in the industry.

Job Purpose: As a Quantum Case Designer with an emphasis on fixed indexed annuities and universal life insurance, you will be responsible for providing support to top insurance producers, Financial Advisors and Financial Institutions as they work to provide solutions to their clients by preparing customized annuity sales proposals. In this fast-paced educational position, you will be able to aid in general product and planning questions, accountable for evaluating financial circumstances and assessing client needs to provide options to Quantum’s top insurance producers. This critical role is the stepping stone to our coveted commissioned sales roles for the right candidates!

Responsibilities

• Run illustrations/proposals and provide necessary marketing materials (brochures, rate sheets, etc.)
• Take inbound and make outbound phone calls and document all proactive activity and pertinent issues
• Productively work with multiple sales teams simultaneously
• Demonstrate excellent listening skills to better assess a representative's needs and determine the type of sales support necessary to accomplish the objective. This should result in added value to the service and sales support we deliver and the products we provide.
• Review and evaluate information and/or documentation submitted in conjunction with annuity sales proposal requests in order to analyze financial needs and circumstances
• Determine available and appropriate annuity products based on financial needs and circumstances submitted by producers
• Contact producer as needed to complete annuity sales proposal documentation and analysis of annuity product recommendations
• Communicate sales proposal output to appropriate parties
• Identify and analyze trends related to individual producers and their proposal documentation
• Understand and evaluate available annuity products and maintain annuity product and rate information
• Establish and maintain professional working relationship with insurance carrier sales representatives

Skills and Experience Required

• Prior experience working in the financial services industry
• Confident, professional and articulate in written and verbal communication; ability to build a rapport with all personality types and all levels of staff
• PC knowledge including all MS Office products i.e. MS Word, Excel, Outlook and ability to learn other systems as necessary
• Strong organizational skills; capacity to manage heavy workload
• Ability to work independently, but also as a collaborative team member and to take initiative
• Detail oriented, motivated, dependable and focused on quality of work
• Proven analytical, problem solving and decision-making skills

Skills and Experience Preferred

• Bachelor’s degree
• 2 or more years’ experience working in the financial services industry

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead. Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.

Please note that all official communications from Integrity will come from @integrity.com or Workday domains. Founded in 2006, Integrity develops and distributes life and health insurance products and wealth products with carrier partners and markets these products through our vast distribution network. Our omnichannel platform helps provide life and health insurance and wealth management services to Americans to fit their unique needs. Wherever you are in life, the future can be a leap of faith.