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