Illustration Support Specialist I

Western & Southern Financial Group • Cincinnati, OH

12d • Onsite

About The Position

Creates and delivers illustrations for in-force Columbus Life and Lafayette Life policies, handling both routine and complex illustration work. The role contributes to company profitability and competitive product pricing and works with minimal supervision, making decisions within an established range, escalating matters to the Manager when necessary, and providing regular updates to the Manager.

The specialist supports producers and clients by responding to requests, analyzing and explaining policy illustrations and projections, and communicating relevant tax and insurance regulations. The role also identifies policy owners’ needs, provides accurate information to support insurance decisions, and looks for operational efficiencies.

Requirements

• Proven experience handling and effectively resolving customer problems, with examples of strong customer service skills.
• 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 to prepare correspondence, reports, and forms in 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 with word processing, spreadsheet, illustration system, and database applications.
• Ability to apply logical thinking to define problems, collect data, establish facts, and draw valid conclusions.
• Ability to work in an office setting, remain stationary for long periods, and perform continuous computer work involving substantial wrist, hand, and finger movement.
• Ability to communicate verbally and exchange accurate information with customers and associates regularly.
• Visual acuity to read and interpret documents and assess the accuracy, neatness, and thoroughness of work.
• Ability to prepare written correspondence, reports, and forms following rules of punctuation, grammar, diction, and style.
• Available to work extended hours during peak workloads or special projects or events.

Nice To Haves

• Bachelor’s degree in business administration or a related field, or commensurate selection-criteria experience.
• Industry experience demonstrating thorough knowledge and mastery of life insurance and annuity concepts, including product knowledge, procedures, systems, applications, taxes, and insurance regulations.

Responsibilities

• Understand CLIC and LLIC illustration software and answer 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 matters to the Manager when necessary and provide regular updates.

What This Job Offers

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