Life Insurance Case Design Analyst

About the role

This position supports Diversified Brokerage Services (DBS), a subsidiary of NFP and one of the largest brokerage general agencies in the United States specializing in life insurance.

Responsibilities

• Provide case design support through phone and Teams consultations, delivering creative, tailored solutions that align with plan objectives, health history, funding strategies, competitive positioning, and carrier-specific strengths.
• Evaluate insurability by aligning proposed insureds with carriers and products that best support client objectives.
• Develop original solutions and alternatives, identify the circumstances in which each recommendation is most appropriate, and provide alternative illustrations when needed to strengthen the quality of the solutions presented.
• Document each interaction in the CRM system and complete timely follow-up activities for every case.
• Identify new opportunities and take appropriate action to capitalize on them.
• Make proactive outreach calls to follow up on meaningful revenue opportunities. Connect with top advisors to share relevant information and guidance, and identify new ways to support and grow their business.
• Contribute as an effective team player by bringing complementary skills and sharing valuable ideas, perspectives, and feedback that strengthen the Case Design Team.
• Attend carrier meetings, participate in conference calls and webinars, and collaborate with fellow Case Designers and other channels to stay current on carrier and industry developments.

Requirements

• Thorough knowledge of life insurance products, planning techniques, illustration platforms, and CRM systems.
• Strong ability to serve as an internal sales resource for retail life products within key accounts, partnering as needed with the external sales team.
• Skilled at identifying case elements that require special attention and recognizing opportunities that may lead advisors to solutions they might not have otherwise considered.
• Industry experience that supports the ability to speak the advisor’s language and understand the competitive landscape, product positioning, and key product details.
• Ability to develop and maintain a strong understanding of DBS, our advisors, and our products, services, and approach, while building and sustaining strong relationships with internal and external clients, vendors, and industry organizations to further expand DBS’s presence and influence within the industry.

Qualifications

• A high school diploma or equivalent required; additional education or professional training preferred.
• Extensive experience providing sales desk support to agents in a BGA or home office environment.
• Strong life insurance knowledge, preferably gained in a Case Design role or brokerage agency setting.
• Experience with Winflex Web, Ensight, and Salesforce is preferred.
• Proficiency with Microsoft Office Suite is required.

Skills

• Thorough knowledge of life insurance products, planning techniques, illustration platforms, and CRM systems.
• Strong ability to serve as an internal sales resource for retail life products within key accounts, partnering as needed with the external sales team.
• Skilled at identifying case elements that require special attention and recognizing opportunities that may lead advisors to solutions they might not have otherwise considered.
• Industry experience that supports the ability to speak the advisor’s language and understand the competitive landscape, product positioning, and key product details.
• Ability to develop and maintain a strong understanding of DBS, our advisors, and our products, services, and approach, while building and sustaining strong relationships with internal and external clients, vendors, and industry organizations to further expand DBS’s presence and influence within the industry.

Benefits

• A competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more.

Pay

The base salary range for this position is $55,000 to $75,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

Schedule

Monday - Friday 8am to 5pm CT. When working from home, employees must maintain a private and secure workspace to protect company equipment and correspondence, have reliable high-speed internet, remain present and responsive online, and minimize personal interruptions during the workday.