Life Insurance Product Illustration Specialist

Life Insurance Product Illustration Specialist

The James Allen Companies Inc
October 31, 2018
Philadelphia, PA
Job Type


Life Insurance Product Illustration Specialist. The Product and Illustration Specialist is often the first point of contact for our advisers working with a new prospect. He or she is responsible for creating unique case design solutions while providing a world-class customer service experience throughout the policy planning process.

What to expect:
The consultative model of our firm requires that our illustration specialists demonstrate a strong technical knowledge and understanding of Life Insurance Products, as well as the ability to trouble-shoot and think creatively to come up with “outside the box” solutions to clients’ often complex problems. You must be well-organized and have the ability to manage and service several call campaigns in a timely manner. Your good computer and time management skills, as well as dedication to detail, are crucial to your success with our company.

Because of the dynamics in the insurance industry, you must be able to learn new concepts quickly, enjoy being on the phone and thrive meeting and exceeding goals. Working closely with colleagues to stay on top of changes in the marketplace is a priority. You must also feel comfortable receiving feedback on your work and coaching from the management team.

Duties and Responsibilities:
Communicate effectively with our advisers in order to understand each individual client’s needs
Anticipate, and find solutions for, possible shortfalls in existing or proposed insurance-based solutions
Run illustrations in Winflex Web and stand-alone carrier software to compare all options
Work closely with our in-house underwriting team to find the best carrier-fit for our clients
Conduct sales calls to educate clients on the products and solutions we are offering
Translate highly technical information for the purpose of effective customer communications
Complete competitive and quantitative analysis of competitors to establish a sales advantage

Desired Skills & Experience:
2+ years Customer Service experience
3+ years Insurance experience preferred, preferably in the area of case design.
Experience with Winflex Web and stand-alone carrier illustration software preferred
Life and Health license
Confidence with computers
Self-starter with ability to multi-task and prioritize
Demonstrated time-management and organizational skills
Strong attention to detail and accuracy
Desire to learn
Dedicated to excellence in service and support
Excellent interpersonal and communication skills
Ability to provide excellent customer service to both internal and external clients
Outgoing personality

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