Current Employees and Contractors Apply Here Advisor Group Careers Be a part of the team behind our success At Advisor Group, we support financial professionals nationwide, the people who help everyday Americans achieve their dreams.
We’re a billion-dollar business with the mentality and drive of a startup.
Join us in building something special.
Operations Opportunity in Insurance Industry Case Designer, Highland Capital Brokerage Location(s): All Locations & Remote Role Type: Full time Summary: We currently have an opening for a Case Designer at Highland Capital Brokerage.
This position may be a remote position or work in one of our many brick-and-mortar offices throughout the country as a part of a highly collaborative team.
The national team of Case Designers functions as one cohesive unit located across and supporting all of Highland’s geographies, relationships, and customer bases.
Each Case Designer acts as a primary support partner for assigned Signature Vice Presidents while also serving as a pool resource for the enterprise.
For this reason, Case Designers must be organized and demonstrate an ability to quickly prioritize tasks from multiple sources.
Case Designers are a knowledgeable resource who are regularly required to independently leverage their expertise to provide presale assistance including case design, product selection, illustrations, application fulfillment, producer training, etc.
The position requires a self-starter with the drive and autonomy necessary to receive and reply to customer requests while delivering industry leading customer service.
Equally as important is 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.
Case Designers must possess strong written and verbal communication skills in order 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 customers, counterparts, and other job families.
The Case Designer position reports jointly to the Sales Support Management Team Responsibilities: Use proprietary and third-party software solutions to produce life insurance illustrations, revisions, and sales presentations that are both timely and accurate.
Use communication skills to pinpoint the client needs and deliver a customized solution and alternatives to internal Highland VPs and/or external advisors that consider client objectives, known health history, special funding alternatives, information about competition, carrier specific strengths, etc.
Solid life insurance product knowledge with the ability to explain technical aspects of product features, benefits, and riders in a clear and concise manner, either in writing or verbally.
Answer questions regarding competitive product landscape, basic sales concepts, field underwriting, e-solutions, and other resources available at Highland.
Develop relationships and work with Highland carriers and strategic partners to leverage existing expertise and resources.
Analyze In-Force details including status, conversion credits, current values, premium schedule, etc.
to describe the current disposition of a policy and present alternative solutions.
Download and forward marketing materials and necessary forms as requested.
Create and send DocuSign envelopes to electronically collect signatures from clients and/or producers.
Streamline the application process by prefilling applications and noting for signature, offering to start electronic applications, and assisting institutional FAs with firm-specific compliance requirements where needed.
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.
Develop relationships and work with Highland carriers and strategic partners to leverage existing expertise and resources.
Actively communicate with internal counterparts to facilitate efficient workflow, backup support, and load balancing.
Log all activity
– illustrations, calls, meetings, etc.
– into CRM system per established HCB guidelines and procedures.
Store illustrations in a manner consistent with established protocols maintained throughout the enterprise.
All other duties as assigned Education Requirements: Bachelor’s Degree Preferred Basic Requirements: Minimum 3 years of experience Proficiency with Microsoft Office (specifically Outlook, Word & Excel) Preferred Requirements: Licenses or certifications Current Employees and Contractors Apply Here