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Life Insurance Case Design Analyst
A company is looking for a Life Insurance Case Design Analyst (future opportunity). Key Responsibilities Provide case design assistance for agents, delivering customized solutions based on client needs Evaluate insurability and match clients with suitable carriers and products, offering alternative illustrations as needed Document interactions and follow up on cases, seeking new opportunities and supporting team members Required Qualifications, Training, and Education High School graduate or equivalent required; additional education or training preferred Extensive experience providing sales desk support in a BGA or Home Office environment Experience in life insurance, preferably in a Case Design role or brokerage agency setting Familiarity with Winflex Web, Ensight, Salesforce, and Microsoft Office Suite required Life & Health License preferred or ability to obtain within 90 days of hire
A company is looking for a Life Insurance Case Design Analyst (future opportunity).
Key Responsibilities
Provide case design assistance for agents, delivering customized solutions based on client needs
Evaluate insurability and match clients with suitable carriers and products, offering alternative illustrations as needed
Document interactions and follow up on cases, seeking new opportunities and supporting team members
Required Qualifications, Training, and Education
High School graduate or equivalent required; additional education or training preferred
Extensive experience providing sales desk support in a BGA or Home Office environment
Experience in life insurance, preferably in a Case Design role or brokerage agency setting
Familiarity with Winflex Web, Ensight, Salesforce, and Microsoft Office Suite required
Life & Health License preferred or ability to obtain within 90 days of hire