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, aligning with client objectives and carrier strengths
• Evaluate insurability and develop recommendations, documenting interactions and following up on opportunities in the CRM system
• Engage in proactive outreach to advisors, sharing insights and identifying new business growth opportunities

Required qualifications

• High school diploma or equivalent required; additional education or training preferred
• Extensive experience in sales desk support within a brokerage general agency or home office environment
• Thorough knowledge of life insurance products and illustration platforms
• Experience with CRM systems like Salesforce and proficiency in Microsoft Office Suite
• Life & Health License preferred or ability to obtain within 90 days of hire