Insurance Strategy Associate: Case Design & Carrier Insight

Kestra Holdings; Shakopee (MN); On-site; USD 60,000 - 75,000; Full time

Job summary

Kestra Holdings is seeking an Associate Insurance Strategist to support Senior Strategists in designing and placing insurance solutions for advisors and clients. You will help with case design, illustrations, product comparisons, and client materials while coordinating with carriers and internal teams.

The role focuses on building knowledge of carriers, products, underwriting guidelines, and market changes, while developing relationships with advisors and stakeholders to move cases through the

Qualifications

• Bachelor's degree or equivalent combination of education and experience.
• 1-3 years of experience in insurance, financial services, sales support, underwriting, or related field.
• Strong organizational and problem-solving skills.
• Effective verbal and written communication skills.

Responsibilities

• Support insurance cases alongside Senior Strategists, assisting with case design, illustrations, and sales concepts.
• Develop knowledge of carriers, products, underwriting processes, and market changes.
• Coordinate with operations, licensing, and underwriting teams to ensure efficient case management.

Skills

Communication

Organization

Problem solving

Attention to detail

Multitasking

Education

Bachelor's degree

Tools

Microsoft Office

Job description

Kestra Holdings is seeking an Associate Insurance Strategist to support Senior Strategists in designing and placing insurance solutions for advisors and clients. You will help with case design, illustrations, product comparisons, and client materials while coordinating with carriers and internal teams.

The role focuses on building knowledge of carriers, products, underwriting guidelines, and market changes, while developing relationships with advisors and stakeholders to move cases through the