Life Insurance Case Design Analyst (future opportunity)

NFP Corp; Minneapolis (MN); Remote; USD 64,000 - 75,000; Full time

Job summary

A prominent brokerage agency seeks a Case Design Support professional to assist Brokers and Agents with product knowledge and client evaluations. Offering a supportive role with potential for growth, the ideal candidate will be motivated and detail-oriented, well-versed in life insurance, and ready to contribute in a dynamic work environment.

Benefits

Competitive salary

PTO and paid holidays

401(k) with match

Health & wellness programs

Qualifications

• Extensive experience supporting sales desks in BGA or Home Office environments.
• Experience in life insurance, preferably in Case Design or brokerage settings.
• Ability to obtain Life & Health License within 90 days of hire.

Responsibilities

• Provide case design assistance and evaluate client needs thoroughly.
• Document interactions and follow up on client cases.
• Support team collaboration and participate in industry events.

Skills

Knowledge of life insurance products

Sales support

Attention to detail

Industry experience

Education

High School diploma or equivalent

Additional education preferred

Tools

Winflex Web

Ensight

Salesforce

Microsoft Office Suite

Job description

Who We Are:

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. 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 will support Diversified Brokerage Services (DBS), a subsidiary of NFP. DBS is one of the largest brokerage general agencies in the United States specializing in life insurance. We’re proud of our roots, starting as a family-run business in 1968, and growing to where we are today. With over 50 years in the insurance industry, we’ve honed our strengths and perfected our processes, resulting in the best possible experience for the advisors we serve. Learn more about us and the "DBS Difference" at https://dbs-lifemark.com.

About the Position:

This is not a role for fine arts or IT program design.

The ideal candidate will provide Case Design support to Brokers and Agents, adding value through activities such as offering product knowledge, generating quotes, and creating illustrations. They will conduct fact-finding to evaluate client needs thoroughly and provide comprehensive support to agents. Additionally, the candidate will equip advisors with detailed illustrations and training to help secure sales.

This position offers opportunities for growth within the company and is ideal for enthusiastic, motivated individuals interested in a well-established, positive work environment. You can feel confident that you’re on a career path that truly matters and makes a difference.

NOTE: This opportunity is for future needs. We are proactively evaluating candidates in anticipation of business growth and the career progression of our current staff. Qualified candidates who apply now will be added to our shortlist for consideration when the role becomes available. The hiring manager is open to discussions about future opportunities and answering questions. When available, the work schedule will be Monday to Friday, 8:30 am - 5:30 pm Central Time, remote, requiring a confidential and uninterrupted workspace.

If you are seeking an immediate opportunity, please visit our Careers Page and search for roles not labeled as (future): https://careers.nfp.com

Essential Duties and Responsibilities:

1. Provide case design assistance via phone consultation, delivering creative, customized solutions considering plan objectives, health history, funding options, competition, and carrier strengths. Use independent judgment for each case.
2. Evaluate insurability, match clients with suitable carriers and products, and provide original solutions and alternatives, including detailed illustrations when appropriate.
3. Document interactions in the internal system, complete follow-ups, recognize new opportunities, and thank producers for their business.
4. Proactively follow up on 'hot-sheet' cases within 10 days and maintain contact with top producers, seeking ways to impact their business positively.
5. Support team collaboration by answering questions, sharing tips, and participating in industry events and webinars to stay current.
6. Perform other duties as assigned.

What We’re Looking For:

• Thorough knowledge of life insurance products, planning techniques, illustration, and CRM systems.
• Ability to act as internal sales support for retail life products, partnering with external sales teams.
• Attention to elements that could influence case outcomes, understanding the competitive landscape and product specifics.
• Industry experience with good intuition about issues that affect case success, familiarity with various carriers.

Education and/or Experience:

• High School diploma or equivalent; additional education preferred.
• Extensive experience supporting sales desks in BGA or Home Office environments.
• Experience in life insurance, preferably in Case Design or brokerage settings; personal sales experience is a plus.
• Experience with Winflex Web, Ensight, and Salesforce preferred.
• Proficiency with Microsoft Office Suite required.

Certificates, Licenses, Registration:

• Life & Health License preferred or obtainable within 90 days of hire.

What We Offer:

Competitive salary, PTO, paid holidays, 401(k) with match, discounts, health & wellness programs, and more. Our PeopleFirst culture emphasizes building lifelong relationships. The salary range is $64,000 to $75,000, determined by experience, credentials, education, certifications, skill level, scope, and location. The position may include performance incentives.

NFP and You... Better Together!

NFP is an inclusive Equal Employment Opportunity employer.