Case Design and Marketing Support

Company: Life & Annuity Masters
Location: Simi Valley
Posted on: April 8, 2021

Job Description:

Responsibilities:-- Assist with life insurance illustrations, product analysis, and technical case design.-- Experience working across multiply carries illustration software-- Experience with premium financing proposals desired-- Perform due diligence to develop an understanding of carriers' strengths and weaknesses.-- Respond to carrier inquiries on matters not requiring a principal's interaction.-- Develop and maintain prospective case status reports to regularly brief firm principals.-- Organize and coordinate Requests for Proposals (RFPs) for our corporate clients.-- Identify and assist the principals with cross-selling opportunities within each client and/or amongst the clientele of the firm.-- Assist in the design and production of professional high-level marketing presentations and supporting materials.
Client Relationship Management and Service Duties

• Problem-solving is a daily function of our business; you must have the experience and ability to identify and understand a client's problem, determine the best remedy, and effectively communicate this solution to the Sr. VP. The ability to quickly determine client issues that require firm principal action is a learned process, which should become inherent.
• Scheduling of client meetings & plan reviews (both for new firm opportunities and existing clients).
• Assist with the implementation and administration of benefit programs.
• Assist with policy service and performance analysis of in-force policies.
  Other Duties
  • Assist with additional projects and duties as assigned.
    --- Qualifications:
    • Expert using Excel
    • Preferably three to five years of professional experience especially favorable on experience in one of the following: life insurance, plan administration, project management, corporate benefits, or other financial industry experience.
    • Ability to work autonomously and as a team.
    • Strong attention to detail and accuracy, with the ability to organize, prioritize, and manage multiple tasks within set deadlines.
    • Superior verbal and written communication skills.
    • Strong follow-through skills
    • Proven analytical, problem-solving, and decision-making skills.
    • Mastery of Microsoft Office Suite (PowerPoint, Excel & Word).
    • Proficiency using carrier life insurance illustration software, a plus.
    • Familiarity with life insurance field underwriting, a plus.
      Will be expected to have or to obtain the following licenses during employment: Life Insurance License

Keywords: Life & Annuity Masters, Simi Valley , Case Design and Marketing Support, Advertising , Simi Valley, California