Illustration Support Specialist I

Overview

Creates and delivers illustrations for in-force Columbus Life and Lafayette Life policies. Performs routine and complex illustration duties. Contributes to the Company''s profitability and competitive product pricing. Works with minimal supervision and is responsible for making an established range of decisions, escalating to Manager when necessary and updating Manager on a regular basis

Responsibilities

What you will do:

• Understands both CLIC and LLIC illustration software and is able to answer inbound telephone requests for in-force illustration design from producers and clients.
• Runs, analyzes and explains policy illustrations and projections to policyholders and producers.
• Interprets and communicates federal and state tax and insurance policy regulations.
• Identifies policy owners'' needs, and provides accurate information for sound insurance decisions
• Evaluate opportunities for operational efficiencies. Present these opportunities to members of management.
• Performs other duties as assigned.
• Complies with all policies and standards.

Qualifications

• Bachelor''s Degree In business administration or related field or commensurate selection criteria experience preferred -
• Proven industry experience having demonstrated a thorough knowledge and mastery of life insurance/annuity concepts, including product knowledge, procedures, systems, applications, taxes and insurance regulations preferred -
• Proven experience handling and effectively resolving customer problems. Must provide examples of strong customer service skills required -
• Proven ability to influence others toward a recommended course of action. -
• Demonstrated excellent verbal and written communication skills with ability to convey information to internal and external customers in a clear, focused and concise manner while following proper rules of punctuation, diction and style. Ability to prepare correspondence, reports and forms using a prescribed format. This would include strong telephone communication and etiquette skills. Will be expected to provide written examples of correspondence, reports, etc. -
• Proven strong analytical skills, including demonstrated experience identifying and quantifying problems and providing effective resolutions. -
• Proven examples that demonstrate drive and commitment in achieving work results. -
• Proficient in word processing, spreadsheet, illustration system and database applications. -

Work Setting/Position Demands:

• Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
• Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
• Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.
• Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
• Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
• Performs substantial movement of wrists, hands, and fingers for continuous computer work.
• Extended hours required during peak workloads or special projects/events.

Travel Requirements:

• None