What are the responsibilities and job description for the Case Design Specialist - Annuities position at Alliant?
Alliant Insurance is hiring a Case Design Specialist - Annuities at ASA Group based in Little Rock, Arkansas.
The ASA Group is a Little Rock, Arkansas brokerage general agency serving insurance and financial planning professionals across the country. By offering life, long-term care and disability insurance and fixed annuity products, it serves as a one-stop shop for financial professionals, licensed advisors, financial planners, and registered investment advisers.
https://theasagroup.com/
POSITION HIGHLIGHTS: Our Case Design Specialist - Annuities will be responsible for providing a wide variety of support services to promote the company's product portfolio and develop and support the sales departments to increase company revenue and profit.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Agent Support Functions:
Promote the company’s product portfolio by being proficient within product area assignment and familiar with all company products and services
Develop assigned marketing plans and provide service assistance to agents
Handle 50–100 telephone calls per day with agencies and agents on all aspects of assigned products
Recruit, train, service and assist agents to enable agents to produce at highest level possible
Assist agents with issues including recruit kits for carriers, training, contracting, certification, transactional issues such as electronic signature, telephonic signatures and app-by-email
Communicate with agents regularly regarding product information, rate changes and key agent benefits
Monitor compliance with program reporting rules and sales requirements
Provide technical support training, sales and marketing coaching
Identify and cultivate top producers
Recruit agents to participate in special opportunities, such as new lead sources, alternative methods of enrollment (e-commerce, e-signature, tele-app., etc.)
Develop a Team Roster of agents/agencies and maintain regular contact/support and comply with procedures to protect all hierarchy relationships
*Normally there should be no communication directly with the end consumer; all communications with the end consumer should be made by and through the agent. There can be exceptions to this rule based on specific circumstances and requests. For example, a marketer cannot participate in the closing of a sale or make recommendations. However, it may be possible to lend support regarding specific product information. This needs to be reviewed and approved by a marketing supervisor prior to the conversation taking place.
Department Support Functions:
Update and maintain Contact Management System information in accordance with policies and procedures
Manage Team Roster
Update and maintain task list
Have working knowledge of Who Quit Writing, Debit Balances, MGA reports, lead distribution/lead management, incomplete contracts, certification process, moving agents and agencies into production, able to conduct webinars and display/introduce SMS technology tools
Special Projects:
Work collaboratively with fellow staff to advance the values and mission of Senior Market Sales 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
QUALIFICATIONS
EDUCATION / EXPERIENCE
High School Diploma or GED, required
Bachelor's Degree, preferred
Two (2) or more years in general insurance industry or related field (financial services, business-to-business customer service or call center) experience. required
One (1) or more years with Annuities, Life Settlements, or Disability experience, required
Life/Health Insurance license within 90 Days, required
PERKS AND BENEFITS:
Health Insurance*
Dental and vision insurance*
401(k) with company match*
Paid time off
*Available the first of the month following date of hire
Equal Opportunity Employer; SMS participates in the E-Verify system
#LI-DR2
Salary : $22 - $26