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Case Designer at Osaic | JobVerse
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Case Designer
Osaic
Remote
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Case Designer
Alabama, United States of America
Full Time
1 hour ago
$50,000 - $60,000 USD
No H1B
Apply Now
About this role
Role Overview
Analyze requests received and generate applicable proposals and presentations that are accurate, compliant, and meet necessary guidelines
Deliver illustrations and presentations to the field with concise commentary explaining the need and the solution(s) recommended
Provide analysis of in-force policy data and recommend changes and/or alternate plans when applicable
Prepare new business application kits and pre-fill with accurate client information utilizing information received from the field
Create and send DocuSign envelopes to electronically collect signatures from clients and or producers.
Requirements
Minimum 3 years of experience
Proficiency with Microsoft Office (specifically Outlook, Word & Excel)
Bachelor’s Degree Preferred; Associate’s Degree or H.S. Diploma or GED certificate + Significant Practical Experience will be considered.
Benefits
health, vision, dental insurance
401k
paid time away
volunteer days and much more
Apply Now
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