Insurance Case Designer

Job Summary

Supporting assigned sales resources, the full-time remote Insurance Case Designer will analyze requests, generate proposals, and assist with presale activities to enhance revenue generation in the insurance industry.

Key responsibilities

• Analyze requests and create accurate, compliant proposals and presentations
• Deliver illustrations and provide commentary to explain recommendations to the sales field
• Prepare application kits, review signed applications for accuracy, and maintain knowledge of life insurance products

Required qualifications

• Minimum 3 years of experience in a relevant role
• Proficiency with Microsoft Office, particularly Outlook, Word, and Excel
• Bachelor's degree preferred; Associate's degree or high school diploma with significant practical experience will be considered