The Role
Create and distribute accurate life and long-term care sales illustrations, ensure quality control, understand product nuances for optimal case design, support advisors on calls, and provide training and sales-team assistance.
Summary Generated by Built In
Advisor Team Case Designer
REPORTS TO: Case Design Manager and Head of SalesDEPARTMENT: Advisor Sales
FLSA STATUS: Exempt
TRAVEL: None
WORK SCHEDULE: M-F, may need to flex times due to business needs
LOCATION: Remote
COMPANY OVERVIEW:
Covr Technologies is a market leading insurance-as-a-services platform (InsurTech) that simplifies the buying process for life, long-term care, and disability insurance products sold through financial and wealth management advisors, banks, credit unions, RIAs, consumer brands and fintech channels. There are over 25,000 financial advisors using our platform and over 30,000 insurance applications completed on our platform since 2016. Our platform has processed close to $5 billion in claim benefits for end-consumers.
Covr’s platform provides a simpler way for people to protect what matters most and a better consumer experience. We have streamlined the insurance application and underwriting process from days to minutes using A.I. technology. Covr has a dynamic and transparent work environment where we create opportunities for our employees to grow. We embrace a flexible work environment that encourages high productivity and job satisfaction. We have strong core values: Client First, Collaboration, Innovation and Fun!
JOB SUMMARY:
The Advisor Team Case Designer is a key role for our Advisor Sales Team supporting the sales efforts across the Advisor Sales Teams. This role will focus on hybrid LTC and permanent illustrations requests.
ESSENTIAL JOB FUNCTIONS:
- Responsible for the creation and distribution of sales illustrations for life and LTC products.
- Responsible for quality control and accuracy of illustrations run and distributed to our advisors.
- Responsible for knowing and understanding the various nuances of products for optimal case design.
- Support the sales team on advisor calls to review case design as needed.
- Support both field development and product departments with training on case design and product availability as well as provide other support items as needed.
- May perform additional projects/duties upon request.
JOB SPECIFICATIONS AND QUALIFICATIONS:
Education and Experience:
- BS/BA or equivalent work experience.
- Life and Health license preferred.
- 1-year experience working within the life insurance industry preferred.
- Excellent attention to detail and ability to multi-task without losing focus.
- Proficient in Microsoft Outlook, Word and Excel
- Comfortable with routine, repetitive tasks
- Excellent written communication skills
- Ability to work in a fast-paced environment independently or with a team.
- Ability to take direction and multi-task.
We offer a competitive benefits package:
- Salary range of $75,000
- Paid Time Off (PTO): 3 weeks to start, increasing with years of service
- Paid holiday’s – 11 days
- Medical, Dental and Vision – 80% of monthly premium paid by Covr for all full-time employees
- Adult and child orthodontia
- Health Savings Account (HSA) with quarterly company contributions
- Short-Term and Long-Term Disability
- NEW - Pet insurance for cats and dogs!
- Company paid Life and AD&D insurance for all full-time employees.
- Supplemental Life and AD&D insurance up to 5x’s salary for employee
- Supplemental Life and AD& D plans offered for spouse and dependents
- Flexible Spending Accounts (FSAs): medical, dependent, parking and transit
Covr is an equal opportunity employer and values diversity in our workforce. We encourage applications from all qualified individuals, including those with diverse backgrounds and those with disabilities. Please note that we do not provide immigration sponsorship for this position
Skills Required
- BS/BA or equivalent work experience
- Life and Health license
- 1 year experience in the life insurance industry
- Excellent attention to detail and ability to multi-task
- Proficient in Microsoft Outlook, Word and Excel
- Comfortable with routine, repetitive tasks
- Excellent written communication skills
- Ability to work in a fast-paced environment independently or with a team
- Ability to take direction and multi-task
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The Company
What We Do
Multi-carrier digital life insurance platform that is white-labeled and distributed through financial institutions
