Case Designer - Disability Insurance Sales - Osaic

Operations Opportunity in Insurance Industry

Case Designer – Disability Insurance Sales, Highland Capital Brokerage

Location(s):     All Locations & Remote

Role Type:       Full time

Salary:             $60,000 - $70,000 per year + annual bonus 

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education. 

Our competitive salaries are just one component of Osaic’s total compensation package. Additional benefits include: health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more.  To view more details of what you can look forward to, visit our careers page:  

Summary:

We currently have an opening for a Case Designer for our Disability Insurance Sales team at Highland Capital Brokerage. This position will work as a part of a highly collaborative case design and sales support team. Case Designers provide a wide range of services to support our Sales Team and their producers by providing presale assistance including case design, product selection, illustrations, application fulfillment, and presale support, 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.

The Case Designer position reports to the Sales Support Management Team

Responsibilities:

• Analyze requests received and generate applicable proposals and presentations that are accurate, compliant, and meet necessary guidelines
• Work as part of the Case Design Team for the Disability Insurance Sales team to fulfill a high volume of new illustrations, revisions requests and sales approaches.
• Deliver illustrations and presentations to the field with concise commentary explaining the need and the solution(s) recommended
• Make daily proactive phone calls to educate producers on sales concepts, carrier and product updates as well as new sales opportunities
• Educating producers on our digital sales tools and capabilities that are available to them on our web site.
• Create and send DocuSign envelopes to electronically collect signatures from clients and or producers.
• 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.

• Manage new sales opportunities in our existing block of insurance business including but not limited to Benefit Updates, Guaranteed Standard Issue plans, Failure to Survive plans. 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
• fulfills 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
• All other duties as assigned

Education Requirements:

• Bachelor’s Degree Preferred; Associate’s Degree or H.S. Diploma or GED certificate + Significant Practical Experience will be considered.

Basic Requirements:

• Minimum 3 years of experience
• Proficiency with Microsoft Office (specifically Outlook, Word & Excel)

Preferred Requirements:

• Licenses or certifications

Equal Opportunity Employer

Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.

Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.

Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.