Life Insurance Case Design Analyst

Job Summary

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

Key responsibilities:

• Deliver tailored case design solutions through consultations with financial professionals
• Evaluate insurability and develop recommendations based on client objectives and carrier strengths
• Document interactions in the CRM system and proactively follow up on revenue opportunities

Required qualifications:

• High school diploma or equivalent; additional education or training preferred
• Extensive experience in 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