Scott Sawitz Email & Phone Number

Jacksonville, Florida, United States

Costa Mesa, California, United States

Run Term and Permanent life insurance illustrations upon request and doing so through multiple carrier’s software.Build strong knowledge of all Permanent life insurance including Survivorship, Index Universal Life, Universal Life, Guaranteed Universal Life, Whole Life and Private Placement Life Insurance.Assist in developing the optimal life insurance solution for the goals presented by the producer or client.Assist in preparing solutions in a format that is appropriate for a client.Assist with any application process between client and insurance carrier.Assist with underwriting process and ordering medical records.

Remote

• Analyze requests received and generate applicable proposals and presentations that are accurate, compliant, and meet necessary guidelines• Deliver illustrations and presentations to the field with concise commentary explaining the need and the solution(s) recommended• Fulfill requests for marketing materials, supplemental reports, etc.• Prepare new business application kits and pre-fill with accurate client information utilizing information received from the field• Receive signed applications from the field and review for high-level accuracy before forwarding to New Business for processing• Provide analysis of in-force policy data and recommend changes and/or alternate plans when applicable• Facilitate the timely and accurate response to requests received

Chicago, Il

• Generates and customizes basic and advanced product illustrations for new business and in-force• business using specialized illustration software.• Answers questions regarding sales illustrations and illustration software use.• Answers questions from producers on the types and use of various products and provides guidance• on general case design.• Assists with administrative office functions.

• Run life insurance sales illustrations for agents based on varying scenarios, utilizing 20-30 different• life insurance software programs including Win Flex and carrier specific standalone software, in term,• Whole Life, Universal Life, Indexed Universal Life, Variable Universal Life scenarios• Utilize SalesForce.com to ensure proper follow up • Use expertise in making sure written and verbal• communication from life insurance carriers and agents is delivered efficiently, effectively and clearly• Work in advanced marketing scenarios including high and ultra high net worth clients for estate• planning, business planning and premium finance scenarios• Work with agents on proper Personal Needs and Personal Planning for Clients looking for personal• and business related insurance needs• Assist life insurance agents with product selection, information and provide customer service for• them over phone, internet and in office as needed• Assist with development and maintenance of marketing materials

• Placed in force over 1,100 life insurance policies for $450 million of coverage totaling approximately• $1,000,000 in annual premium.• Maintained company leading decline percentage of less than 5%• Worked to maintain efficient use of sales cycle time• Knowledge of underwriting guidelines and standards for more than 40 different carriers• Used Personal Needs Analysis and Personal Planning Analysis for clients with business and/or• personal insurance needs