Job details

Case Design Specialist

Summary:

As a Case Design Specialist, you will provide illustrations (proposals) to both agents and policy owners. You will be challenged to creatively design cases to win the business and keep it on the books all while learning about National Life’s Distribution, product portfolio, insurance sales and operations, and building financial business acumen. Our goal is to be both effective and efficient so that we can help many agents and policy owners as possible. This role is a hybrid position requiring attendance in the office on core days (Tuesday, Wednesday, and Thursday).

Nitty Gritty: You wil be working in workflows to produce illustrations within an SLA (service level agreement) and responding to email/phone correspondence for the cases you are working on. We strive to provide top tier customer service and make doing business with us easy. This means you’ll need to be a critical thinker, problem solver and have excellent communication skills.

Key Responsibilities:

Use proprietary and third party life insurance illustration software to produce life insurance solutions that meet client’s needs.
Translate complex concepts, data and problems into a simple and easy to understand narrative for both the agent and policy owner. Simplicity doesn’t just clarify; it makes things better for everyone. You’ll need to effectively communicate with and influence a wide range of stakeholders.
Work with internal and external customers to manage a high volume of illustration requests.
Develop relationships with finanical professionals, serving as a subject matter resource for life insurance products.
Conduct agent facing engaging webinars on how to run illustrations.
Act with a sense of urgency: use your best judgment to act urgently on the right things at the right time.
Make service our product. We want to amaze every client/agent – every time with every interaction.

Case Design Required Competencies

Problem Solving & Analysis: you will be challenged to solve for case design options. You may have to research historical policy documents to better understand how the policy was set up at issue and the activity (payment history, loans, etc.) on an existing policy to make appropriate decisions about the current case design.

Nimble Learner/Manage Ambiguity: Much of this role is on the job learning and applying previous learning to new situations. You will come across cases, situations, etc. that you have not encountered previously. The ability to navigate through them using the resources you have is crucial to success.

Positive Outlook: having a positive outlook about the work we do, our customers and teammates. Being persistent in pursuing goals despite obstacles and setbacks.

Situational Adaptability: Understanding that not all work is equal. Exceptions can and are made for Field Leaders, policies, agents, etc. The ability to recognize and navigate the unique situations while still meeting business goals is important for success in this role.

Business Acumen: Having a general understanding of the insurance industry is helpful

Collaboration & Teamwork: The ability to work with and for your team and others in the organization is important. We win as a team.

Customer Focus: making doing business with us easy and providing the best solution for the client/agent to win the business or keep the business. We understand our customers and the level of service they expect from us.

Accountability: taking personal responsibility for decision, actions, and mistakes. Holds yourself accountable for measurable high quality, timely work. Complies with established systems and rules.

Required Skills

Written and verbal communication

Time management

Work ethic

Attention to detail

Organization

Critical thinking

Microsoft Office

Team player

Note taking

General Requirements:

1-3 years financial services experience