Life Insurance Case Design Analyst (future opportunity)

NFP; Minnesota; Remote; USD 64,000 - 75,000; Full time

Job summary

NFP is looking for a candidate to provide case design support to brokers in the life insurance sector. This role includes evaluating client needs, assisting with product knowledge and generating quotes. Ideal for individuals keen on growth within a supportive, collaborative environment offering competitive compensation and benefits.

Benefits

401(k) with match

Health & wellness programs

PTO & paid holidays

Exclusive discount programs

Qualifications

• Experience providing sales desk support in insurance.
• Ability to understand competitive landscape and product specifics.
• Life & Health License preferred or obtain within 90 days.

Responsibilities

• Provide case design assistance via phone consultations.
• Evaluate insurability and match products with client objectives.
• Document interactions and follow-up on cases.

Skills

Knowledge of life insurance products

Sales support

Critical thinking

Client relationship management

Education

High School Diploma or equivalent

Additional education or training

Tools

Salesforce

Winflex Web

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, and 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 in on our strengths and perfected our processes, resulting in the best possible experience for the advisors we serve. We invite you to learn more about us and discover the “DBS Difference” for yourself! To learn more, please visit: https://dbs-lifemark.com

About the Position:

This isnota fine arts or IT programs design role.

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 additional fact-finding to thoroughly evaluate client needs, providing comprehensive support to agents. Additionally, the candidate will equip advisors with detailed illustrations and training to help secure sales.

The opportunities for growth within the company make this an ideal position if you're enthusiastic, motivated, and interested in becoming part of a well-established positive work environment. In addition, you can feel confident that you’re on a career path that truly matters and makes a difference in this world.

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 having conversations with potential candidates to discuss future opportunities and answer any questions. When available, the work schedule will be Monday to Friday from 8:30 am - 5:30pm Central Time on a remote schedule requiring a confidential and uninterrupted workspace.

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

Essential Duties and Responsibilities:

• Provide case design assistance for agents via phone consultation. Differentiate our assistance from our competitors by delivering a creative, customized solution that considers plan objectives, known health history, special funding alternatives, information about competition and carrier-specific strengths, etc. Utilize a wide degree of creativity and latitude to analyze and make independent decisions for each case and client; provide conclusions based on this analysis.
• Begin the process of evaluating insurability, match the proposed insured with carriers and products that best suit stated client objectives, provide original solutions and alternatives, and identify circumstances under which each might be a best recommendation. When appropriate, provide a set of alternative illustrations to enhance the quality of the solutions provided.
• Document each interaction in the internal system, and complete follow-up activity on each case. When following up be sure to recognize new opportunities and initiate actions to capitalize on them. Always thank the producer for their business.
• Complete proactive calls to follow-up on all ‘hot-sheet’ cases within 10 days. Continually look for opportunities to reach out to top 50 producers with information and advice. Seek new and productive ways to make an impact on the producer’s business. Act like you have a stake in their success because you do!
• Act as an effective team player who adds complementary skills and contributes valuable ideas, opinions and feedback that will benefit the Case Design Team as a whole. Support Case Design Analysts by answering questions and providing tips & suggestions.
• Attend carrier events, participate in conference calls/webinars, and collaborate with fellow CDAs supporting other channels to remain current with company and industry activities, e.g., company ratings, product introductions, rate changes, etc. Use critical thinking to seek out new ideas and processes that will benefit the team and enhance the success of the company.
• Other miscellaneous duties as assigned.

What We’re Looking For

• Thorough knowledge of life insurance products, planning techniques, illustration systems and CRM systems.
• The ability to act as internal sales for retail life products in key accounts partnering at times with our external sales team.
• Spot elements of the case require special attention and could sway the producer to a solution that wouldn’t have been obvious without a complete understanding of the competitive landscape and product specifics.
• Industry experience that allows this person to speak the language of the producer and have good intuition about issues that might win or lose the case. Strong understanding of various carriers within the marketplace.
• Develop and maintain a strong understanding of DBS, our clients, the products, services, and approaches. Achieve a high degree of familiarity as to what the various roles and responsibilities within the organization are, and how they relate to/depend upon the various initiatives and day-to-day execution of DBS’s business. Develop and nurture strong relationships with clients both internal and external, vendors and industry organizations, as well as continue to expand the sphere of influence within DBS and the company.

Education and/or Experience:

• High School graduate or equivalent required. Additional education or training preferred.
• Extensive experience providing sales desk support to agents in either a BGA or Home Office environment.
• Experience in life insurance, preferably in a Life Insurance Case Design role or brokerage agency setting. Personal sales experience is not required but will be valuable.
• Experience with Winflex Web, Ensight, and Salesforce preferred.
• Microsoft Office Suite required.

Certificates, Licenses, Registration:

• Life & Health License preferred or able to obtain within 90 days of hire.

What We 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 base salary range for this position is $64,000 to $75,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

NFP and You... Better Together!

NFP is an inclusive Equal Employment Opportunity employer.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.