Remote Case Designer - Life Insurance Planning

Amerilife Group, LLC; Pennsylvania; On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Retirement savings plan

Disability insurance

Life insurance

PTO

Job summary

Crump is seeking a Case Designer to provide advanced planning and illustration support for life insurance sales. You will handle case design, research, and the development of marketing tools while presenting planning concepts to clients and stakeholders.

The role requires strong writing, analytical skills, and the ability to work with financial institutions, agents, and carrier home offices. Collaboration across teams is essential, with a focus on compliant, effective solutions.

Qualifications

• Bachelor's degree or equivalent education, training and work-related experience.
• Experience with advanced case design and research.
• Excellent writing and technical research skills.
• Knowledge of tax and legal considerations in life insurance.

Responsibilities

• Design advanced life insurance cases and conduct research and development.
• Create advanced sales marketing tools and presentations.
• Coordinate with financial institutions, agents and carrier home offices.
• Support carrier-specific and Crump-proprietary advanced sales deliverables.
• Maintain knowledge of approved carriers and products.

Skills

Interpersonal communication

Written communication

Customer service

Time management

Multitasking

Independent work

MS Office proficiency

Problem solving

Cross-functional collaboration

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

Job description

Crump is seeking a Case Designer to provide advanced planning and illustration support for life insurance sales. You will handle case design, research, and the development of marketing tools while presenting planning concepts to clients and stakeholders.

The role requires strong writing, analytical skills, and the ability to work with financial institutions, agents, and carrier home offices. Collaboration across teams is essential, with a focus on compliant, effective solutions.