Alliant Insurance Services, Inc.
Case Design Specialist
Alliant Insurance Services, Inc., Middletown, Connecticut, us, 06457
101 Centerpoint Drive, Middletown, CT 06457, USA
Req #2408Wednesday, August 14, 2024Futurity First Insurance Group (FFIG) is part of the Alliant family of companies. Futurity First is a nationwide network of agents and advisors specializing in the financial security and retirement needs of seniors, pre-retirees, families, and businesses. Our mission is to provide our customers with the professional services of a community-based agent, a solution-based process to address their specific needs, and a choice of top-quality products from some of the leading insurance companies in the life and health insurance industry. When you join the Futurity First team, you become part of a premier insurance marketing organization (IMO).
More information is available on the company's website at:www.futurityfirst.comPOSITION HIGHLIGHTS- We are seeking a Life Marketing Consultant (aka Case Design Specialist) with a strong understanding of Life insurance products, Life insurance planning for businesses and individuals, and estate planning. This role will support our agents with carrier recommendations, illustrations, life insurance quotes, and conducting training sessions for our agents.•
Hybrid: Monday, Wednesday, and Thursday in office, Tuesday and Friday remote• Office located: 101 Centerpoint Dr Middletown, CT 06457• Compensation is a combination of base salary + monthly incentive• Up to 10% travel, traveling to 5-6 events or branches per yearSUMMARYResponsible for providing sales support to the Futurity First distribution organization for Life Insurance product portfolio to increase company revenue and profit.ESSENTIAL DUTIES AND RESPONSIBILITIES•
Sales Support Functions: Promote the company’s product portfolio with specialization in the Life Insurance products. Use product knowledge and carrier awareness to help increase life insurance sales. Support field advisors with sales tools and concepts to help individual producers with their clients’ needs. Educate agents on the overarching concepts and nuances of these products and how they fit into the overall structure of an individual’s portfolio; The education consists of proactive phone work with field management and producers, one on one agent education, client seminars, work with advisors on point of sale strategies and techniques; Support producers with proposal development and case design. Be familiar with all company assigned products and services that are related. Be prepared to receive phone calls from advisors and carrier personnel; Refer advisors to others based on additional informational needs, particularly for products outside the scope of the position. At no time, should there be communication directly with the end consumer; all communications with the end consumer should be made by and through the advisor.•
Department Support Functions: Update and maintain Contact Management Information and other designated systems in accordance with policies and procedures; Update and maintain task list.•
Special Projects: Work collaboratively with fellow staff to advance the values and mission of Futurity First by serving on relevant internal and external committees; Assists with special projects/assignments as requested by members of management.•
Performs other duties as assigned by management.QUALIFICATIONSEDUCATION / EXPERIENCEBachelor's DegreeThree (3) or more years general insurance industry or related field (financial services, marketing, web-based business, business-to-business customer service or call center) experience required.Three (3) or more years of internal or external wholesaling experience preferred.Working knowledge of Financial Planning, Long Term Care, Annuities and Medicare strategies.Experience in providing insurance training and CE courses.Insurance designations preferred but not required (CLU and/or CHFC).Prior experience with Power Point preparation and webinar presentations.Experience with carrier websites to include agent portalsStrong verbal and written proficiencies of the English language and bilingual (Spanish and English)SKILLSKnowledge of distribution organization for Life Insurance, Annuity, Long Term Care, Disability, Worksite and Medicare products.Working knowledge of insurance services industries.Knowledge of the general industry procedures, standards, systems, resources, practices and terminology.Knowledge of general office forms, processes and procedures.Working knowledge of federal, state and local laws as well as industry regulations.Knowledge of program and project management including outcomes, quality assurance, and satisfaction measurement and interpretation.Knowledge of using a variety of computer software applications, especially Microsoft Suite and MS Outlook software.Knowledge of supervisory techniques to accomplish instruction, motivation and training of personnel.Skill in the use of time management, organizational leadership and supervisory skills.Skill in negotiating and problem solving to resolve internal and external conflicts.Proficient computer skills (Microsoft Suite, MS Outlook, Adobe Acrobat software preferred).Skill in working effectively with inbound and outbound callers/customers.Skill in the use of office equipment including computer, fax, printer, scanner, telephone system, etc.Skill in negotiating and problem solving to resolve internal and external conflicts.Skill in maintaining effective working relationships with all customers, other management members, employees and the general public.Skill in working effectively with other company departments, internal marketing staff, home office personnel and agents.Skill to supervise, motivate and train.Skill in project management.Skill in developing effective communication materials.Ability to approach and communicate with a wide range of personalities in a professional and courteous manner.Ability to communicate effectively, both orally and in writing, in a constructive manner.Ability to demonstrate organizational leadership qualities and develop and foster trusting relationships.Ability to maintain a high level of organization and attention to detail while remaining flexible and responsive when faced with multiple urgent requests.Ability to read, write and communicate English effectively.Ability to analyze and accurately interpret budgets, financial reports and statistical data.Ability to work independently, exercise independent judgment, make and execute decisions.Ability to actively contribute to team effort.Ability to be patient under frustrating circumstances and demonstrate controlled emotional affect in difficult situations.Ability to maintain all company policies, including all confidentiality and safety policies.Ability to engage in effective interpersonal interaction, verbal communication and written communication.Ability to maintain a flexible work schedule to include evening and weekend hours as needed.#LI-MH1We are proud to provide comprehensive, high quality employee programs to meet employees’ needs now and in the future, including a very competitive financial package.
We encourage you to explore what we have to offer.For immediate consideration for this position, please click on the
“Apply Now"
button.Alliant Insurance Services, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, age, religion, gender, sexual orientation, gender identity, national origin, disability, protected veteran status or any other protected status.If you are applying for a job and need a reasonable accommodation for any part of the employment process, please call our Career Center at
1-877-901-9473 and let us know the nature of your request and contact information.
For more information on Alliant Insurance Service's benefits, click here
.101 Centerpoint Drive, Middletown, CT 06457, USA
#J-18808-Ljbffr
Req #2408Wednesday, August 14, 2024Futurity First Insurance Group (FFIG) is part of the Alliant family of companies. Futurity First is a nationwide network of agents and advisors specializing in the financial security and retirement needs of seniors, pre-retirees, families, and businesses. Our mission is to provide our customers with the professional services of a community-based agent, a solution-based process to address their specific needs, and a choice of top-quality products from some of the leading insurance companies in the life and health insurance industry. When you join the Futurity First team, you become part of a premier insurance marketing organization (IMO).
More information is available on the company's website at:www.futurityfirst.comPOSITION HIGHLIGHTS- We are seeking a Life Marketing Consultant (aka Case Design Specialist) with a strong understanding of Life insurance products, Life insurance planning for businesses and individuals, and estate planning. This role will support our agents with carrier recommendations, illustrations, life insurance quotes, and conducting training sessions for our agents.•
Hybrid: Monday, Wednesday, and Thursday in office, Tuesday and Friday remote• Office located: 101 Centerpoint Dr Middletown, CT 06457• Compensation is a combination of base salary + monthly incentive• Up to 10% travel, traveling to 5-6 events or branches per yearSUMMARYResponsible for providing sales support to the Futurity First distribution organization for Life Insurance product portfolio to increase company revenue and profit.ESSENTIAL DUTIES AND RESPONSIBILITIES•
Sales Support Functions: Promote the company’s product portfolio with specialization in the Life Insurance products. Use product knowledge and carrier awareness to help increase life insurance sales. Support field advisors with sales tools and concepts to help individual producers with their clients’ needs. Educate agents on the overarching concepts and nuances of these products and how they fit into the overall structure of an individual’s portfolio; The education consists of proactive phone work with field management and producers, one on one agent education, client seminars, work with advisors on point of sale strategies and techniques; Support producers with proposal development and case design. Be familiar with all company assigned products and services that are related. Be prepared to receive phone calls from advisors and carrier personnel; Refer advisors to others based on additional informational needs, particularly for products outside the scope of the position. At no time, should there be communication directly with the end consumer; all communications with the end consumer should be made by and through the advisor.•
Department Support Functions: Update and maintain Contact Management Information and other designated systems in accordance with policies and procedures; Update and maintain task list.•
Special Projects: Work collaboratively with fellow staff to advance the values and mission of Futurity First by serving on relevant internal and external committees; Assists with special projects/assignments as requested by members of management.•
Performs other duties as assigned by management.QUALIFICATIONSEDUCATION / EXPERIENCEBachelor's DegreeThree (3) or more years general insurance industry or related field (financial services, marketing, web-based business, business-to-business customer service or call center) experience required.Three (3) or more years of internal or external wholesaling experience preferred.Working knowledge of Financial Planning, Long Term Care, Annuities and Medicare strategies.Experience in providing insurance training and CE courses.Insurance designations preferred but not required (CLU and/or CHFC).Prior experience with Power Point preparation and webinar presentations.Experience with carrier websites to include agent portalsStrong verbal and written proficiencies of the English language and bilingual (Spanish and English)SKILLSKnowledge of distribution organization for Life Insurance, Annuity, Long Term Care, Disability, Worksite and Medicare products.Working knowledge of insurance services industries.Knowledge of the general industry procedures, standards, systems, resources, practices and terminology.Knowledge of general office forms, processes and procedures.Working knowledge of federal, state and local laws as well as industry regulations.Knowledge of program and project management including outcomes, quality assurance, and satisfaction measurement and interpretation.Knowledge of using a variety of computer software applications, especially Microsoft Suite and MS Outlook software.Knowledge of supervisory techniques to accomplish instruction, motivation and training of personnel.Skill in the use of time management, organizational leadership and supervisory skills.Skill in negotiating and problem solving to resolve internal and external conflicts.Proficient computer skills (Microsoft Suite, MS Outlook, Adobe Acrobat software preferred).Skill in working effectively with inbound and outbound callers/customers.Skill in the use of office equipment including computer, fax, printer, scanner, telephone system, etc.Skill in negotiating and problem solving to resolve internal and external conflicts.Skill in maintaining effective working relationships with all customers, other management members, employees and the general public.Skill in working effectively with other company departments, internal marketing staff, home office personnel and agents.Skill to supervise, motivate and train.Skill in project management.Skill in developing effective communication materials.Ability to approach and communicate with a wide range of personalities in a professional and courteous manner.Ability to communicate effectively, both orally and in writing, in a constructive manner.Ability to demonstrate organizational leadership qualities and develop and foster trusting relationships.Ability to maintain a high level of organization and attention to detail while remaining flexible and responsive when faced with multiple urgent requests.Ability to read, write and communicate English effectively.Ability to analyze and accurately interpret budgets, financial reports and statistical data.Ability to work independently, exercise independent judgment, make and execute decisions.Ability to actively contribute to team effort.Ability to be patient under frustrating circumstances and demonstrate controlled emotional affect in difficult situations.Ability to maintain all company policies, including all confidentiality and safety policies.Ability to engage in effective interpersonal interaction, verbal communication and written communication.Ability to maintain a flexible work schedule to include evening and weekend hours as needed.#LI-MH1We are proud to provide comprehensive, high quality employee programs to meet employees’ needs now and in the future, including a very competitive financial package.
We encourage you to explore what we have to offer.For immediate consideration for this position, please click on the
“Apply Now"
button.Alliant Insurance Services, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, age, religion, gender, sexual orientation, gender identity, national origin, disability, protected veteran status or any other protected status.If you are applying for a job and need a reasonable accommodation for any part of the employment process, please call our Career Center at
1-877-901-9473 and let us know the nature of your request and contact information.
For more information on Alliant Insurance Service's benefits, click here
.101 Centerpoint Drive, Middletown, CT 06457, USA
#J-18808-Ljbffr