Individual Life Case Designer job in New York

The Case Designer will be responsible for fully processing each assigned new case. This includes getting quotes and determining what special characteristics may make a particular carrier or product most appropriate for the client, putting together illustrations for the client and providing competitive analysis, preparing appropriate marketing and presentation materials to be sent to or reviewed with the client, preparing the application forms, scheduling the medical examination and obtaining the medical reports, and presenting the approved policy to the client and arranging for payment to be made to the carrier