Life Insurance Case Design Analyst

Job Summary

Providing case design support to financial professionals, the full-time Life Insurance Case Design Analyst will develop quotes and create illustrations while working remotely Monday through Friday from 8 am to 5 pm CT.

Key responsibilities:

• Deliver tailored case design solutions through consultations, aligning with client objectives and health histories
• Evaluate insurability and develop recommendations, providing alternative illustrations to enhance solution quality
• Document interactions in the CRM system, follow up on revenue opportunities, and engage with advisors to support their business growth

Required qualifications:

• High school diploma or equivalent; additional education or professional training preferred
• Extensive experience providing sales desk support in a BGA or home office environment
• Strong knowledge of life insurance products and illustration platforms
• Experience with Winflex Web, Ensight, and Salesforce preferred
• Life & Health License preferred or ability to obtain within 90 days of hire