Position Summary:
The Annuity Sales Business Consultant is responsible for recruiting independent advisors to CreativeOne.  This position demands self-motivation and a proactive approach to inside sales. 

Duties and Responsibilities include, but are not limited to:

• Contact, profile and follow up on new leads in the CreativeOne CRM.
• Speak with independent insurance agents to increase interest in CreativeOne’s carriers/products/tools.
• Determine which agents are best suited to write contract through CreativeOne and subsequently, enter all profiling information into the CRM.
• Compose basic annuity illustrations, on an as needed basis.
• Utilize and understand Annuity Source Pro as a communication resource and tool for carrier/product information.
• Assist CreativeOne sales teammates with incoming phone calls as needed.
• Acquire and continually work on cultivating new “leads” for CreativeOne.
• Comprehensive understanding of internal sales protocol such as: annuity new business, new business exceptions, annuity contracting, supply requests, advertising requests, daily phone coverage.

Critical Skills Sought:

• Accountable for individual performance and actions.
• Great relationship builder.
• Time management and ability to handle multiple tasks in a fast paced environment.
• A high level of organizational skills, attention to detail and follow through.
• A professional approach and appearance.
• Ability to work with a variety of people and personalities.
• Enthusiastic and coachable attitude.
• Ability to motivate and encourage.
• Drive and determination to succeed in a highly competitive industry.
• Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures or governmental regulations.
• Strong sales skills.
• Ability to problem solve and utilize a variety of closing techniques to secure new business.
• Ability to work independently and work effectively as a member of the team.

Background/Experience:

• Proficient in Microsoft Office Suite.
• Ability to obtain Kansas, or Missouri life/health license within six months of employment.
• Bachelor’s degree preferred.

Position Summary:
The Life Case Manager works with the Life Sales Relationship Manager (LSRM) to assist in establishing, expanding and maintaining their team(s) assigned producer group. This position acts as a liaison to external producers and internal teammates providing customer service, onboarding new producers and placing life insurance cases in force in an efficient and timely manner.

Duties and Responsibilities:

Responsible for performing all administrative and marketing assistant duties for the assigned LSRM including but not limited to:

• Utilize Agency Integrator software to track producers, cases and other pertinent information in relation to life insurance production.
• Ensure that premium amounts on applications and illustrations correct.
• Set appropriate follow-upon pending life insurance cases.
• Update all outstanding requirements and provide detailed notes regarding case status.
• Continually work with LSRM on marketing strategies to facilitate increased life insurance production.
• Maintain current information on Creative Life carriers, product lines and underwriting requirements.
• Respond to inbound producer telephone calls requesting service, supplies, or information.
• Work and maintain the “service queue” and respond to incoming agent inquiries from the “dedicated hunt group.”
• Build and maintain positive relationships with the producers, carrier underwriters/case managers and internal teammates.
• Continuously work with teammates to look for ways to expedite and improve processes and services.
• Review application information, including medical history, to identify potential issues. If necessary, present alternative solutions to increase likelihood of case issue.
• Monitor case progress, track down outstanding requirements and provide ongoing status updates.
• Special projects, as needed

Qualifications:

• Three + years’ experience in a customer service/case management role, preferably in the life insurance industry, with a medical or underwriting background.
• Excellent keyboarding skills and have relevant understanding of common software applications such as Microsoft Office Suite.

Critical Skills Sought:

• Positive attitude, team oriented, and a consistent drive to provide excellent customer service.
• Thrive in an environment of multi-tasking.
• Great attention to detail.
• Flexibility in working with a variety of personalities and backgrounds.
• Excellent organization and time management.
• Self-starter.
• Strong written and verbal communication skills.
• Team oriented individual that can work and learn independently in a fast-paced customer service environment.

This description covers the major purpose and major functions of the job.  It is not intended to give all details or a step by step account of the way each task is to be performed.  Employees may receive other job-related instructions and be required to perform other job-related duties requested by their supervisor.  All requirements are subject to possible modification to provide reasonable accommodation to qualified individuals with disabilities.