Case Design and Marketing Support
Company: Life & Annuity Masters
Location: Simi Valley
Posted on: April 8, 2021
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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
Other Duties
--- Qualifications:
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
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