Case Designer, Highland Capital Brokerage

Advisor Group Inc.; Birmingham (AL); Remote; USD 55,000 - 65,000; Full time

Job summary

A leading company in the insurance industry is seeking a Case Designer to support Highland Sales Resources. The role involves presale assistance and ensuring compliance with established guidelines, requiring strong communication and organizational skills. This full-time position offers a competitive salary range and various benefits, suitable for those with a solid background in case designing and customer relations.

Benefits

Health, vision, and dental insurance

401k

Vacation and sick time

Volunteer days

Qualifications

• Minimum 3 years of experience in Case Designing within Insurance.
• Proficiency with Salesforce CRM platforms and carrier submission portals.
• Strong organizational skills to manage multiple cases and deadlines.

Responsibilities

• Analyze requests and generate accurate proposals and presentations.
• Deliver illustrations with commentary explaining the need and solutions.
• Facilitate timely and accurate responses to requests.

Skills

Organizational skills

Communication skills

Salesforce CRM proficiency

Education

Bachelor’s Degree Preferred

Associate’s Degree or H.S. Diploma or GED

Tools

Salesforce

Microsoft Office

Job description

Case Designer, Highland Capital Brokerage page is loaded

Case Designer, Highland Capital Brokerage

Apply locations Birmingham time type Full time posted on Posted 5 Days Ago job requisition id R0004381

Current Employees and Contractors Apply Here

Osaic Careers

Operations Opportunity in Insurance Industry

Case Designer, Highland Capital Brokerage

Location(s): All Locations/Remote

Role Type: Full time

Salary: $55,000 - $65,000 per year + Sales Incentive Compensation

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education.

Our competitive salaries are just one component of Osaic’s total compensation package. Additional benefits include: health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits

Summary:

The Case Designer acts as a support partner for assigned Highland Sales Resources (both Signature Vice Presidents as well as those outside of the Signature channel). Case Designers work with their assigned Sales Resources to provide presale assistance including case design, product selection, illustrations, application fulfillment, etc. Case Designers also help maximize opportunities so that the field can focus on generating additional revenue by seeing more potential producers and clients.

The position requires a sense of urgency and attention to detail to ensure services provided are prompt, accurate and meet all required compliance and Service Level Agreements guidelines. The Case Designer must also possess strong written and verbal communication skills to provide pertinent information on product recommendations, explanations as to why recommendations were made, as well as guidance regarding the application process, and strategies on how Highland can best support the producer.

The Case Designer must be a team player with the ability to work closely with other job families that support the VP. The Case Designer must develop and maintain strong working relationships, primarily, with the VP’s Case Development Associate and members of Case Management, Commissions Accounting, and Broker Contracting Teams as well.

The Case Designer position reports jointly to the Sales Support Management Team and primarily to the Manager closest to his/her physical location.

Responsibilities:

• Analyze requests received and generate applicable proposals and presentations that are accurate, compliant, and meet necessary guidelines
• Deliver illustrations and presentations to the field with concise commentary explaining the need and the solution(s) recommended
• Provide analysis of in-force policy data and recommend changes and/or alternate plans when applicable
• Prepare new business application kits and pre-fill with accurate client information utilizing information received from the field
• Create and send DocuSign envelopes to electronically collect signatures from clients and or producers.
• Receive signed applications from the field and review for high-level accuracy before forwarding to New Business for processing
• Maintain broad knowledge of life insurance product landscape as it pertains to available products, carrier illustration software, marketing resources, sales ideas. Stays current on the competitive marketplace by participating in educational opportunities, attending webinars, etc.
• Fulfill requests for marketing materials, supplemental reports, etc.
• Facilitate the timely and accurate response to requests received. Including but not limited to:
  • Requesting updates from New Business, Commissions, or Broker Contracting teams
  • Seeing to the completion of required institutional compliance procedures where applicable
  • Aiding with field underwriting and pre-sale assessments
• Demonstrate a teamwork mentality by being available to:

• offer support to other Highland Sales Resources than those assigned to
• fulfills requests received by the team as work volume demands, offering help to other associates where and when able

• Log all activity in Salesforce in compliance with established HCB guidelines and procedures
• Create contact records in Salesforce when needed
• Store illustrations in a manner consistent with protocols established and maintained throughout the enterprise

Education Requirements:

• Bachelor’s Degree Preferred; Associate’s Degree or H.S. Diploma or GED certificate + Significant Practical Experience will be considered.

Basic Requirements:

• Minimum 3 years of experience in Case Designing within Insurance carrier environment.
• Proficiency with Salesforce CRM platforms, and carrier submission portals.
• Strong organizational skills and the ability to manage multiple cases and deadlines simultaneously in a fast-paced setting.
• Proficiency with Microsoft Office (specifically Outlook, Word & Excel)

Preferred Requirements:

• Familiarity with platforms such as FireLight, iPipeline.
• Industry certifications (e.g., LOMA, NAIFA, or designations like CSA or CLU) are a plus.
• Securities registration preferred.
• Experience working directly with independent financial advisors or agents.

Current Employees and Contractors Apply Here

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