Illustration Support Specialist I

Western & Southern Financial Group • Cincinnati, OH

10d

About The Position

Creates and delivers illustrations for in-force Columbus Life and Lafayette Life policies, performing both routine and complex illustration duties. The role contributes to company profitability and competitive product pricing. It works with minimal supervision, makes decisions within an established range, escalates matters to the Manager when necessary, and provides regular updates to the Manager.

The specialist supports producers and clients with in-force illustration requests, analyzes and explains policy illustrations and projections, and communicates applicable federal and state tax and insurance regulations. The position also identifies policy owners’ needs and provides accurate information to support sound insurance decisions, while looking for operational efficiencies and presenting opportunities to management.

Requirements

• Proven industry experience demonstrating thorough knowledge and mastery of life insurance and annuity concepts, including product knowledge, procedures, systems, applications, taxes, and insurance regulations (preferred).
• Proven experience handling and effectively resolving customer problems; examples of strong customer service skills are required.
• Proven ability to influence others toward a recommended course of action.
• Excellent verbal and written communication skills, including the ability to communicate clearly and concisely with internal and external customers and follow rules of punctuation, diction, and style.
• Ability to prepare correspondence, reports, and forms using prescribed formats; strong telephone communication and etiquette skills. Written examples of correspondence, reports, or similar work are expected.
• Strong analytical skills, including experience identifying and quantifying problems and providing effective resolutions.
• Examples demonstrating drive and commitment to achieving work results.
• Proficiency in word processing, spreadsheet, illustration system, and database applications.
• Ability to verbally communicate and exchange accurate information with customers and associates regularly.
• Visual acuity to read and interpret correspondence, procedures, reports, and forms in paper and electronic formats, inspect small defects or parts, operate machinery, use measurement devices, and assess the accuracy, neatness, and thoroughness of work.
• Ability to prepare written correspondence, reports, and forms regularly using prescribed formats and appropriate punctuation, grammar, diction, and style.
• Ability to apply logical thinking to define problems, collect data, establish facts, and draw valid conclusions.
• Ability to perform substantial, continuous wrist, hand, and finger movement for computer work.
• Ability to work extended hours during peak workloads or special projects or events.
• Travel is not required.

Nice To Haves

• Bachelor’s degree in business administration or a related field, or experience meeting commensurate selection criteria (preferred).
• Proven industry experience with life insurance and annuity concepts, product knowledge, procedures, systems, applications, taxes, and insurance regulations (preferred).

Responsibilities

• Understand CLIC and LLIC illustration software and respond to inbound telephone requests for in-force illustration design from producers and clients.
• Run, analyze, and explain policy illustrations and projections to policyholders and producers.
• Interpret and communicate federal and state tax and insurance policy regulations.
• Identify policy owners’ needs and provide accurate information to support sound insurance decisions.
• Evaluate opportunities for operational efficiencies and present them to members of management.
• Perform other duties as assigned.
• Comply with all policies and standards.
• Escalate decisions to the Manager when necessary and provide regular updates to the Manager.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level