Successful San Diego based Life Insurance Brokerage is seeking a highly reliable and motivated team player to fill the role of Illustration Specialist.
The primary responsibility of this position will be providing internal life insurance illustration support. Secondary duties may include disability insurance and annuity illustration support.
Duties & Responsibilities:
Provide internal illustration support to Sales Department and Partners.
Use knowledge regarding industry and customer's needs to provide illustration support and services.
Understand and utilize approved carrier and vendor illustration software to produce and transmit accurate life insurance, disability and annuity illustrations in a timely manner.
Assist Internal and external customers with illustration software questions and issues.
Establish, build and maintain strong positive relationships with internal customers.
2+ years of life Illustration experience preferred.
Strong demonstrated understanding of life insurance industry, product, product features and illustration knowledge.
Disability and fixed annuity product, features and illustration knowledge a plus.
Ability to work in a high production environment and multi-task.
Ability to complete tasks/projects timely, efficiently and with a high degree of accuracy.
Detail oriented and highly organized.
Ability to efficiently prioritize work load.
Excellent written and verbal communication.
Proven professional and helpful attitude.
Excellent customer skills with demonstrated ability to resolve customer questions, issues and complaints.
Strong analytical and problem-solving skills.
Ability work independently or in a team environment.
Intermediate proficiency in Windows, Word and Excel
Experience utilizing a (CRM) Customer Relationship Management or (AMS) Agency Management System a plus.
For immediate consideration, please submit your resume and salary requirements. No phone calls, please.