JOB SUMMARY:
The basic function of the Annuity Sales & Marketing Associate is to generate budgeted revenue volumes at target profitability levels through securing new business and maintaining broker client service levels.

REPORTING RELATIONSHIPS:
The Annuity Sales & Marketing Associate reports to the Manager, Annuity Sales & Marketing.

PRINCIPAL RESPONSIBILITIES:

• Act as primary broker contact for annuity product concept design inquiries and service needs
• Recruit new brokers to CPS through developing and maintaining industry contacts
• Maintain proactive contact with brokers and/or other offices and carriers to ensure optimum working relationships
• Create illustrations as requested by brokers and follow-up on as necessary
• Remit marketing materials to brokers and follow-up on as necessary
• Assist brokers with company website navigation and content
• Remain current regarding annuity product updates and changes
• Assist with the research and development of broker marketing presentations (seminars, trainings, webexs, etc.)
• Partner with other CPS sales staff to discuss sales and marketing strategies
• Assist with the development of departmental marketing and advertising needs
• Provide input regarding content for company website and newsletter
• Uphold departmental standards, goals and targets in support of the company’s overall balanced strategy model
• Provide weekly sales activity reports to manager
• Perform other duties as required

KNOWLEDGE, SKILLS & ABILITIES:

• 1. Exceptional customer-focus with an emphasis on relationship building
• 2. Excellent oral and written communication skills
• 3. Excellent organizational skills, work prioritization and follow-through ability
• 4. Strong attention to detail and results-orientation
• 5. Strong ability to resolve issues utilizing sound judgment and reasoning skills
• 6. Exceptional time management skills
• 7. Manage a variety of responsibilities with constantly changing priorities
• 8. Ability to work independently and take initiative
• 9. Ability to employ creative and innovative thought processes
• 10. Ability to be flexible and adaptable
• 11. Professional, ethical and committed to excellence in communications
• 12. Tact, diplomacy and sensitivity regarding the handling of confidential information
• 13. Ability to collaborate and work effectively with other co-workers and/or departments within the organization
• 14. Take initiative in identifying and resolving problems
• 15. Strong interpersonal and teaming skills
• 16. Ability to retain and recall detailed and complex regulatory information
• 17. Assertive and motivated to generate results
• 18. Ability to learn and understand the full range of annuity products and services offered and to discuss this information effectively and proactively with clients
• 19. Professional, effective and creative presentation skills
• 20. Proficiency in Microsoft Windows, Word, Excel, PowerPoint and Outlook

EDUCATION & EXPERIENCE:
Prefer candidate with a bachelor’s degree (preferably in some aspect of business) and at least 2 years of customer service or sales related experience. Annuity sales experience or supplementary training and/or designations related to the insurance industry is a strong plus, but not required.

JOB SUMMARY:
The basic functions of the Life Case Manager are to process life cases from “pending to paid” and manage relationships with agents and/or other offices.

PRINCIPAL RESPONSIBILITIES:

• Manage all aspects of new and pending life case processing, which can include input of new applications, ordering of medical records, running illustrations, providing status updates, creating packets for mailing and preparing paperwork for scanning process
• Pre-underwrite submitted applications, exams and medical records
• Act as primary contact for brokers and/or other offices for all case processing inquiries
• Access carrier websites to check status or obtain necessary information
• Provide weekly sales activity reports to manager
• Act as resource for brokers and affiliates regarding related risk assessment inquiries and potential insurability options
• Communicate with various internal departments regarding case processing issues and discuss resolutions as necessary
• Keep current regarding product changes and procedural or guideline revisions and communicate to the appropriate individuals as necessary
• Review, establish, manage and maintain filing and reference systems related to product marketing materials

KNOWLEDGE, SKILLS & ABILITIES:

• Previous experience working within the life insurance or financial services industry, preferably in the area of case management or a similar role
• Strong customer-focus with an emphasis on relationship building
• Excellent oral and written communication skills
• Ability to collaborate and work effectively with others
• Excellent organizational skills, work prioritization and follow-through ability
• Strong attention to detail and results-orientation
• Ability to resolve issues utilizing sound judgment and reasoning skills
• Excellent time management skills
• Manage a variety of responsibilities with constantly changing priorities
• Manage a variety of responsibilities with constantly changing priorities
• Ability to work independently and take initiative
• Ability to employ creative and innovative thought processes
• Ability to be flexible and adaptable
• Ability to retain and recall detailed and complex regulatory information
• Ability to maintain confidential and/or sensitive information with care and professionalism
• Take initiative in identifying and resolving problems
• Strong interpersonal and teaming skills
• Proficiency in Microsoft Windows, Word, Excel and Outlook

EDUCATION & EXPERIENCE:
At least 3-5 years minimum life case management experience.

JOB SUMMARY:
The basic function of the Life New Business Team Leader is to oversee and manage the life-processing and licensing departments to ensure optimum levels of broker service.

REPORTING RELATIONSHIPS:
The Life New Business Team Leader reports to the Vice President, Life New Business. The Life Case Managers and Licensing Coordinators report to the Life New Business Team Leader.

PRINCIPAL RESPONSIBILITIES:

• Provide day-to-day supervision of the Life Case Management and Licensing team
• Coach, motivate, train, develop and guide performance through a variety of metrics, including telephonic auditing, case review, and direct broker and carrier feedback
• Prepare and conduct staff performance evaluations
• Provide technical expertise with the goal of increasing team effectiveness and efficiency
• Establish, implement and uphold departmental production and service standards, goals and targets
• Create an environment for two-way dialogue, encouraging open communication and feedback from differing viewpoints
• Manage, plan, and assign the daily activities of direct reports, ensuring efficient workflow, adherence to objectives and departmental procedures by complying with internal and external operating procedures
• Continually investigate and introduce process improvement measures
• Maintain proactive contact with brokers and/or other offices, carriers and vendors to ensure optimum working relationships
• Communicate with various internal departments regarding all processing related issues and discuss resolutions or best practices as necessary
• Consistently handle broker issues in an exemplary manner (regardless of broker disposition). Manage escalated issues on a regular basis. Escalate problems to appropriate internal resources when necessary
• Provide desk coverage in the absence of Case Manager by managing all aspects of new and pending life business processing, which can include input of new applications, ordering of medical records, running illustrations, providing status updates, creating packets for mailing, preparing paperwork for scanning process, pre-underwriting submitted applications, exams and medical records, and accessing carrier websites to check status or obtain necessary information
• Participate in the recruitment and selection process
• Keep current regarding product changes and procedural or guideline revisions and communicate to direct reports and other appropriate individuals as necessary
• Establish a deep understanding of all aspects of our business, customer requirements and service expectations
• Create and maintain departmental production reports and provide to Vice President, Life New Business
• Participate in the evaluation of third party vendors to ensure product relevance
• Complete assigned projects in a timely manner
• Perform other duties as required

KNOWLEDGE, SKILLS & ABILITIES:

• Ability to exercise and employ effective leadership skills and influence others across functions; builds support and engagement
• Ability to effectively train and motivate other staff members
• Ability to work strategically and tactically
• Exceptional customer-focus with an emphasis on relationship building
• Exceptional oral and written communication skills
• Excellent organizational skills, work prioritization and follow-through ability
• Strong attention to detail and results-orientation
• Strong ability to resolve issues utilizing sound judgment and reasoning skills
• Exceptional time management skills
• Manage a variety of responsibilities with constantly changing priorities
• Ability to work independently and take initiative
• Ability to employ creative and innovative thought processes
• Ability to be flexible and adaptable
• Professional, ethical and committed to excellence in communications
• Tact, diplomacy and sensitivity regarding the handling of confidential information
• Ability to collaborate and work effectively with other co-workers and/or departments within the organization
• Take initiative in identifying and resolving problems
• Strong interpersonal and teaming skills
• Assertive and motivated to generate results
• Ability to retain and recall detailed and complex regulatory information
• Proficiency in Microsoft Windows, Word, Excel, Outlook, and Power Point

EDUCATION & EXPERIENCE:
Prefer candidate with a bachelor’s degree (preferably in some aspect of business) with at least 3-5 years previous experience working within in a brokerage general agency and 3-5 years prior managerial experience leading a production team as well as supplementary training and/or designations related to the life insurance industry.

JOB SUMMARY:
The basic function of the Life Sales & Marketing Associate is to provide support to the Life Sales & Marketing Managers. The goal of the life sales team is to generate budgeted revenue volumes at target profitability levels by developing new business and maintaining broker client service levels.

REPORTING RELATIONSHIPS:
Life Sales & Marketing Associate reports to a Life Sales & Marketing Manager.

PRINCIPAL RESPONSIBILITIES:

• Provide broker support for life product concept design inquiries and service needs
• Assist in the recruitment of new brokers to CPS through the development of mailings, initiating phone contact and arranging meetings
• Maintain proactive contact with brokers, affiliates and carriers to ensure optimum working relationships
• Create illustrations as requested by Life Sales Managers and Brokers and follow-up on as necessary
• Assist in the creation of and remit marketing administrative tools to brokers such as marketing kits and applications, and follow-up on as necessary
• Answer broker questions regarding basic underwriting and case processing inquiries
• Assist brokers with company website navigation and content
• Remain current regarding life product updates and changes
• Assist in the research, development and delivery of broker marketing presentations such as seminars, trainings and webinars
• Partner with other CPS sales staff to discuss sales and marketing strategies
• Assist with the development of departmental marketing and advertising needs
• Provide input regarding content for company website and newsletter
• Generate production reports for management review and distribution
• Uphold departmental standards, goals and targets in support of the company’s overall balanced strategy model

KNOWLEDGE, SKILLS & ABILITIES:

• Exceptional customer-focus with an emphasis on relationship building
• Professional, ethical and committed to excellence in both oral and written communications
• Ability to collaborate and work effectively with others
• Tact, diplomacy and sensitivity regarding the handling of confidential information
• Excellent organizational skills, work prioritization and follow-through ability
• Strong attention to detail and results-orientation
• Strong ability to resolve issues utilizing sound judgment and reasoning skills
• Manage a variety of responsibilities with constantly changing priorities
• Ability to work independently and take initiative
• Assertive and motivated to generate results
• Ability to employ creative and innovative thought processes
• Ability to be flexible and adaptable
• Ability to learn and understand the full range of life products and services offered and to discuss this information effectively and proactively with clients
• Ability to retain and recall detailed and complex regulatory information
• Professional, effective and creative presentation skills
• Proficiency in Microsoft Windows, Word, Excel, PowerPoint and Outlook
• Perform other duties as required

EDUCATION & EXPERIENCE:
Prefer candidate with a bachelor’s degree (preferably in some aspect of business) and at least 2 years of customer service or sales related experience. Life sales experience or supplementary training and/or designations related to the life insurance industry is a strong plus, but not required.

JOB SUMMARY:
The basic function of the Underwriter is to evaluate life insurance risks for the purpose of determining the best product solution available for brokers, which enables the company to process cases efficiently and meet its sales targets. The Underwriter is expected to perform at a high level as a result of their supplementary training and/or experience.

REPORTING RELATIONSHIPS:
The Underwriter reports to the Manager, Underwriting Sales & Marketing. 

PRINCIPAL RESPONSIBILITIES:

• Recruit new brokers to CPS through the development of mailings, initiating phone contact and arranging meetings
• Partner with other CPS sales staff to discuss sales and marketing strategies
• Assist with the development of departmental marketing and advertising needs
• Assist with the research, development and delivery of broker marketing presentations such as seminars, trainings and web conferences
• Provide weekly sales activity reports to manager
• Act as resource for brokers and affiliates regarding related risk assessment inquiries and potential insurability options
• Perform risk evaluation assessments on Informal Inquiries, Quick Quotes and Referrals; draft client risk summaries and submit for carrier review
• Maintain communication with carriers regarding new and pending risk assessments
• Assist other departments with pre-underwriting inquiries and provide advisement regarding medical conditions
• Respond to and assist company website user inquiries
• Keep current regarding life product updates and changes
• Provide input regarding content for company website and newsletter
• Communicate with various internal departments regarding all underwriting related issues and discuss resolutions or best practices as necessary
• Keep underwriting knowledge current by actively participating in educational seminars or courses
• Assist with the development of company training sessions on various underwriting topics
• Uphold departmental standards, goals and targets in support of the company’s overall balanced strategy model

KNOWLEDGE, SKILLS & ABILITIES:

• Ability to exercise and employ effective leadership skills
• Exceptional customer-focus with an emphasis on relationship building
• Professional, ethical and committed to excellence in both oral and written communications
• Ability to collaborate and work effectively with others
• Tact, diplomacy and sensitivity regarding the handling of confidential information
• Good organizational skills, work prioritization and follow-through ability
• Good attention to detail and results-orientation
• Good ability to resolve issues utilizing sound judgment and reasoning skills
• Manage a variety of responsibilities with constantly changing priorities
• Ability to work independently and take initiative
• Assertive and motivated to generate results
• Ability to employ creative and innovative thought processes
• Ability to be flexible and adaptable
• Ability to learn and understand the full range of life products and services offered and to discuss this information effectively and proactively with clients
• Ability to retain and recall detailed and complex regulatory information
• Professional, effective and creative presentation skills
• Proficiency in Microsoft Windows, Word, Excel, PowerPoint and Outlook
• Perform other duties as required

EDUCATION & EXPERIENCE:
At least 3-5 years minimum life industry underwriting experience.  Supplementary training and/or designations (FLMI, CLU, ALU, etc.) related to the life insurance industry.