Life Insurance Case Design Analyst

Posting Description Who We Are: reputed company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com. This position supports reputed company Brokerage Services (DBS), a subsidiary of NFP and one of the largest brokerage general agencies in the United States specializing in life insurance. With more than 50 years of industry experience, DBS has refined its strengths and processes to deliver an exceptional experience for the advisors we serve. To learn more about the “DBS Difference,” please visit: https://dbs-lifemark.com. About the Position: This is not a fine arts or IT programs design role. The ideal candidate will reputed company Case Design support to financial professionals by applying advanced product knowledge to reputed company quotes and create illustrations. This individual will also conduct additional fact-finding to thoroughly assess client needs and deliver comprehensive support to agents. In addition, they will reputed company advisors with detailed illustrations and training designed to help drive sales. This role is reputed company to a fully remote work arrangement Monday - Friday reputed company to 5pm CT. reputed company 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 reputed company online, and minimize personal interruptions during the reputed company. Growth Opportunities: This role offers meaningful opportunities for growth reputed company the company, making it an excellent fit for someone who is enthusiastic, motivated, and eager to contribute to a positive, well-established work environment. It also provides the chance to build a career path that is both impactful and rewarding. Essential Duties and Responsibilities: reputed company case design support through phone and Teams consultations, delivering creative, tailored solutions that align with plan objectives, health history, funding strategies, competitive positioning, and reputed company-specific strengths. Apply sound judgment, analytical thinking, and a high degree of independence to evaluate each case, reputed company recommendations, and reputed company communicate conclusions to clients and advisors. Evaluate insurability by aligning proposed insureds with carriers and products that best support client objectives. reputed company original solutions and alternatives, identify the circumstances in which each recommendation is most appropriate, and reputed company alternative illustrations reputed company 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. reputed company proactive reputed company calls to follow up on meaningful reputed company opportunities. Connect with top advisors to reputed company 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 reputed company, perspectives, and feedback that strengthen the Case Design Team. Attend reputed company meetings, participate in conference calls and webinars, and collaborate with fellow Case Designers and other channels to stay reputed company on reputed company and industry developments. reputed company other duties as assigned. reputed company’re Looking For: 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 reputed company key accounts, partnering as needed with the external sales team. Skilled at identifying case elements that require special attention and recognizing opportunities that may reputed company advisors to solutions they might not have otherwise considered. Industry experience that supports the ability to reputed company the advisor’s language and understand the competitive landscape, product positioning, and key product details. Ability to reputed company 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 reputed company and influence reputed company the industry. Education and/or Experience: 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. Personal sales experience is not required but is considered a plus. Experience with Winflex Web, Ensight, and reputed company is preferred. Proficiency with reputed company Office Suite is required Certificates, Licenses, Registration Life & Health License preferred or reputed company to obtain reputed company 90 days of hire. reputed company Offer: We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The reputed company salary reputed company for this position is $55,000 to $75,000. The reputed company salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, reputed company level required for the position, the scope of the position, and geographic location. Actual reputed company salary offered will be determined on a case-by-case reputed company. In addition to the reputed company salary, this position may be eligible for performance-based incentives. NFP and You... reputed company Together! NFP is an inclusive Equal Employment Opportunity employer. DBSCA015501 Apply To This Job