Case Design Specialist � Financial Industry

Location FL, United States
Experience level Experienced Hire
Job details sector Admin, Health & Safety
Apply before Date not available

This position plays a key role in the success of the Branch and has an ongoing role in support of the Branch/District offices.
The Case Specialist/Paraplanner is responsible for case design support, client relations, client/lead assignments, and business support for the Branch/Districts.

This overview is a general summary of the workflow and responsibilities and may change as a percentage of workflow and/or be revised as business conditions dictate
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Digital Integration Support/Case Design-- 50%
• Branch Champion for AXA Digital Platform initiatives.
• Utilize technology to obtain, compile and analyze financial client information
• Conducts the Branch "Digital Certification" process.
• May conduct Branch training and/or provide one-on-one support as needed.
• Performs financial needs analysis and data input in various AXA systems (Asset Map, etc.)
• Assembles finance cases for client presentations and delivers to the Financial Professional.
• Ensures all paperwork is correct and in good order, attaches the appropriate prospectus for the product, etc.

New Business Support -- 30%
• Prepares branch-level reports on new business metrics.
• Branch point of contact with the financial service centers for new business support.
• Researches/resolves escalated new business issues.
• Researches/resolves escalated financial compensation issues.
• Partners across the Branch sharing best practices to reduce repeat errors.

CRM and Lead Management -- 10%
• Point of Contact for Central Florida CRM/CSG Book
• Respond to client inquiries with questions/concerns.
• Responsible for processing Client Assignments
• Processes Book of Business transfers and Change of Service Agent requests.
• AXA Lead Management system administration.

Operations -- 10%
• Will support the Central Florida Branch in various operational capacities including, but not limited to Facilities and Core Operations.
• Tier 2 contact for Operations concerns and/or problems.
• May escalate Tier 2 issues to BOM for Tier 3 resolution as needed.


  • 2-3 years of financial services experience preferred
  • Strong technology skills
  • Research and data gathering ability
  • Analytical skills
  • Ability to read and interpret documents
  • Strong organizational skills
  • Advanced problem solving skills
  • Advanced negotiation skills
  • Excellent verbal and written communication skills
  • Ability to prioritize tasks
  • Ability to manage multiple projects
  • Microsoft Office experience (intermediate level or above) required (Microsoft Visio experience strongly preferred)
     

We have been providing stability and reliability to our clients since 1859 to help them live their lives with confidence, to give them peace of mind, and enable them to realize their dreams for their loved ones and their legacy.
 
As an employer AXA is committed to creating an environment where everyone feels completely comfortable bringing their true selves to work every day. AXA US has been recognized and certified as a great place to work by the Great Place to Work Institute.
 
We provide our employees opportunities to move within our organization so they can grow their career and skills without ever having to leave AXA.  Almost 40% of our open jobs are filled with current employees.
 

NOTE: AXA participates in the E-Verify program.

 

In addition to competitive compensation and an outstanding benefits package including 401 (k) and medical programs, we offer the opportunity for continued professional development in a congenial corporate environment.

 

AXA is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.



Would you like to wake up every day driven and inspired by our noble mission and to work together as one global team to empower people to live a better life? Here at AXA we strive to lead the transformation of our industry. We are looking for talented individuals who come from varied backgrounds, think differently and want to be part of this exciting transformation by challenging the status quo so we can push AXA - a leading global brand and one of the most innovative companies in our industry - onto even greater things.
 
In a fast-evolving world and with a presence in 64 countries, our 166,000 employees and exclusive distributors anticipate change to offer services and solutions tailored to the current and future needs of our 103 million customers.

We have been providing stability and reliability to our clients since 1859 to help them live their lives with confidence, to give them peace of mind, and enable them to realize their dreams for their loved ones and their legacy.
 
As an employer AXA is committed to creating an environment where everyone feels completely comfortable bringing their true selves to work every day. AXA US has been recognized and certified as a great place to work by the Great Place to Work Institute.
 
We provide our employees opportunities to move within our organization so they can grow their career and skills without ever having to leave AXA.  Almost 40% of our open jobs are filled with current employees.


NOTE: AXA participates in the E-Verify program.

 

In addition to competitive compensation and an outstanding benefits package including 401 (k) and medical programs, we offer the opportunity for continued professional development in a congenial corporate environment.

 

AXA is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.