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- Tasks: Support sales teams by designing cases and providing presale assistance in the insurance industry.
- Company: Join Highland Capital Brokerage, a leader in the insurance sector with a collaborative culture.
- Benefits: Enjoy a competitive salary, sales incentives, and opportunities for remote work.
- Why this job: Make a real impact by helping clients and producers navigate insurance solutions.
- Qualifications: 3+ years of experience and proficiency in Microsoft Office required.
- Other info: Dynamic role with excellent career growth and teamwork opportunities.
The predicted salary is between 44000 - 52000 £ per year.
Location(s): All Locations/Remote
Role Type: Full time
Salary: $55,000 - $65,000 per year + Sales Incentive Compensation. Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.
Summary:
The Case Designer acts as a support partner for assigned Highland Sales Resources (both Signature Vice Presidents as well as those outside of the Signature channel). Case Designers work with their assigned Sales Resources to provide presale assistance including case design, product selection, illustrations, application fulfillment, etc. Case Designers also help maximize opportunities so that the field can focus on generating additional revenue by seeing more potential producers and clients. The position requires a sense of urgency and attention to detail to ensure services provided are prompt, accurate and meet all required compliance and Service Level Agreements guidelines. The Case Designer must also possess strong written and verbal communication skills to provide pertinent information on product recommendations, explanations as to why recommendations were made, as well as guidance regarding the application process, and strategies on how Highland can best support the producer. The Case Designer must be a team player with the ability to work closely with other job families that support the VP. The Case Designer must develop and maintain strong working relationships, primarily, with the VP’s Case Development Associate and members of Case Management, Commissions Accounting, and Broker Contracting Teams as well. The Case Designer position reports jointly to the Sales Support Management Team and primarily to the Manager closest to his/her physical location.
Education Requirements:
Bachelor’s degree preferred, high school diploma (or equivalent) in combination with significant practical experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required.
Responsibilities:
- Analyze requests received and generate applicable proposals and presentations that are accurate, compliant, and meet necessary guidelines.
- Deliver illustrations and presentations to the field with concise commentary explaining the need and the solution(s) recommended.
- Provide analysis of in-force policy data and recommend changes and/or alternate plans when applicable.
- Prepare new business application kits and pre-fill with accurate client information utilizing information received from the field.
- Create and send DocuSign envelopes to electronically collect signatures from clients and or producers.
- Receive signed applications from the field and review for high-level accuracy before forwarding to New Business for processing.
- Maintain broad knowledge of life insurance product landscape as it pertains to available products, carrier illustration software, marketing resources, sales ideas. Stays current on the competitive marketplace by participating in educational opportunities, attending webinars, etc.
- Fulfill requests for marketing materials, supplemental reports, etc.
- Facilitate the timely and accurate response to requests received, including but not limited to: requesting updates from New Business, Commissions, or Broker Contracting teams; seeing to the completion of required institutional compliance procedures where applicable; aiding with field underwriting and pre-sale assessments.
- Demonstrate a teamwork mentality by being available to offer support to other Highland Sales Resources than those assigned to fulfill requests received by the team as work volume demands, offering help to other associates where and when able.
- Log all activity in Salesforce in compliance with established HCB guidelines and procedures.
- Create contact records in Salesforce when needed.
- Store illustrations in a manner consistent with protocols established and maintained throughout the enterprise.
Basic Requirements:
- Minimum 3 years of experience.
- Proficiency with Microsoft Office (specifically Outlook, Word & Excel).
Preferred Requirements:
- Industry Licenses or certifications.
Case Designer, Highland Capital Brokerage in Birmingham employer: Advisor Group
Contact Detail:
Advisor Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Case Designer, Highland Capital Brokerage in Birmingham
✨Tip Number 1
Network like a pro! Reach out to your connections in the insurance industry and let them know you're on the hunt for a Case Designer role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by brushing up on your product knowledge and case design skills. Be ready to discuss how you can support sales resources effectively and demonstrate your attention to detail. Practice makes perfect!
✨Tip Number 3
Don’t forget to showcase your teamwork mentality! Highlight experiences where you've collaborated with others to achieve goals, especially in high-pressure situations. This will show that you’re a great fit for the Case Designer role.
✨Tip Number 4
Apply through our website for the best chance at landing that job! We love seeing candidates who take the initiative to connect directly with us. Plus, it’s a great way to ensure your application gets the attention it deserves.
We think you need these skills to ace Case Designer, Highland Capital Brokerage in Birmingham
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Case Designer role. Highlight your relevant experience in case design, product selection, and any previous roles that required strong communication skills. We want to see how you can bring value to our team!
Showcase Your Attention to Detail: Since this role requires a keen eye for detail, be sure to demonstrate this in your application. Use clear formatting, check for typos, and ensure all information is accurate. We appreciate candidates who take the time to present their best work!
Highlight Teamwork Experience: As a Case Designer, you'll be working closely with various teams. Share examples of how you've successfully collaborated with others in past roles. We love seeing candidates who understand the importance of teamwork and can contribute positively to our culture.
Apply Through Our Website: We encourage you to submit your application through our website for the best chance of being noticed. It’s the easiest way for us to keep track of your application and ensures it gets to the right people. Don’t miss out on this opportunity!
How to prepare for a job interview at Advisor Group
✨Know Your Stuff
Before the interview, make sure you’re well-versed in the insurance industry and Highland Capital Brokerage's offerings. Brush up on life insurance products, compliance guidelines, and the role of a Case Designer. This will help you answer questions confidently and show that you're genuinely interested in the position.
✨Showcase Your Communication Skills
Since strong written and verbal communication skills are crucial for this role, prepare to demonstrate these during your interview. Practice explaining complex concepts in simple terms, as you would when discussing product recommendations or application processes with clients or sales resources.
✨Highlight Teamwork Experience
The Case Designer role requires collaboration with various teams. Be ready to share examples of how you've successfully worked in a team environment. Discuss specific instances where you supported colleagues or contributed to a project, showcasing your ability to be a team player.
✨Prepare Questions
Interviews are a two-way street, so come prepared with thoughtful questions about the role and the company culture. Ask about the tools and resources available for Case Designers, or how success is measured in the position. This shows your enthusiasm and helps you determine if it's the right fit for you.
