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Case Design Specialist

Case Design Specialist

location15455 Dallas Pkwy, Addison, TX 75001, USA
PublishedPublished: 12/18/2023
Graphic / Design
Full Time

As a Case Design Specialist you will work directly with agents and internal business partners to process requests for whole life, indexed universal life and universal life illustrations.  Additionally, you will provide excellent customer service through written correspondence and personal contact.

What You’ll Find at National Life Group

  • Competitive pay and outstanding health, wellness and insurance benefits
  • Genuine opportunities for growth and career advancement
  • Over $5K in annual tuition reimbursement, including full tuition sponsorship for completing your undergraduate and graduate degrees with University of Arizona World Campus
  • Paid time off and holidays
  • 40 hours of community service hours annually
  • Flexible options to work remotely on select days
  • A culture committed to inclusion and diversity

Key Responsibilities:

  • Be able to use proprietary and third-party life illustration systems to produce case design recommendations
  • Use communications skills to pinpoint what kind of needs each client has when illustrating a life insurance quote
  • Work with internal and external customers to manage a high volume of illustration requests
  • Back-up support for incoming agent calls

Requirements:

  • 1-3 years financial services experience
  • College degree preferred
  • Problem solving skills
  • Case design experience
  • Demonstrated experience in providing excellent customer service
  • Strong interpersonal skills
  • Excellent communication skills
  • Excellent telephone skills
  • Ability to adapt to the interests of the audience
  • Knowledge of general life underwriting guidelines
  • Previous experience with life and/or annuity illustration software
  • Must be able to successfully pass a background check that may include fingerprinting

    National Life Group® is a trade name of NLIC, Montpelier, VT, Life Insurance Company of the Southwest (LSW), Addison, TX and their affiliates.  Each company is solely responsible for its own financial condition and contractual obligations.  LSW is not an authorized insurer in NY and does not conduct insurance business in NY.

National Life requires all new hires to record their vaccination status and, if applicable, submit acceptable proof of vaccination, within 3 business days of their start date. 

National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.

Fortune 1000 status is based on the consolidated financial results of all National Life Group companies. 

National Life Group

1 National Life Dr

Montpelier, VT 05604

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