Req ID: R0022357
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Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America)
Please review the following job description:
The role of the Case Designer is to accurately run the insurance carrier software, have a strong understanding of the insurance carrier product lines, have a clear understanding of the client firm's illustration requirements, and create and transmit accurate and complete illustration requests to TIAA's clients, per department guidelines.
Essential Duties and Responsibilities:
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
Produce and transmit accurate life insurance illustrations, in a timely manner, per company guidelines.
Possess a good understanding of all aspects of the carrier software packages we utilize internally.
Possess a good understanding of the various product types (including features, functions, structure, design implementation, and how to illustrate them).
Have a complete understanding of how the department interacts with our wirehouse clients and what is expected of you.
Manage your daily workflow throughout your day, prioritizing and re-prioritizing as needed, so that you can complete a high number of requests, accurately, and on-time.
Provide product and concept support to TIME's customer firms, RSs, ISs, and FAs.
Possess the ability to communicate clearly, accurately, and effectively (verbally and in writing) with your customer.
Possess the ability to give value added contributions to the illustration requestor that may enhance the probability of selling the case.
Complete additional tasks and projects as assigned by your department manager. Required Skills and Competencies:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Effective interpersonal and written communication skills
Ability to provide excellent customer service to both internal and external customers
Effective time management skills
Ability to prioritize and accomplish multiple tasks simultaneously
Capable of working independently as well as in a team environment
Ability to work in a self-directed fashion
Experience with PC's in a Windows environment
High School Graduate or equivalent GED Knowledge, Skill and Experience:
Minimum Education (or substitute experience) required: High School Diploma (required) and some college classes/experience requested (not required).
Minimum Experience required: Minimum 2+ years experience in the life insurance business (at least 1 year running life sales illustrations).
Skills Required: Be skilled in use of a PC, Word, and Excel systems, have good typing skills, possess strong customer service skills, proficient in use of most standard business office equipment (i.e. fax, email, copier, etc), possess generally accepted office writing, grammar, speaking, and listening skills.
Required to have an understanding of life insurance products and how the various kinds of life insurance work.
Need to be very detailed oriented and good with numbers.
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