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Life Insurance Advanced Case Design Jobs (NOW HIRING)

APR

Life Insurance Senior Case Designer

Miami, FL · Hybrid

Senior Life Insurance Case Designer Location: Hybrid remote in Coral Gables, FL 33134 Job Type ... Proficiency in using advanced case design software. * Demonstrated professionalism and integrity.

Aon

Life Insurance Case Design Analyst

Minneapolis, MN · On-site

... advanced product knowledge to develop quotes and create illustrations. This individual will also ... Strong life insurance knowledge, preferably gained in a Case Design role or brokerage agency ...

Amerilife Group, LLC

Advanced Case Designer

... life insurance sales. This includes, but is not limited to, understanding advanced estate and business planning concepts, case design, developing advanced planning marketing tools, and presenting ...

NFP Corp

Life Insurance Case Design Analyst

MN · Remote

... advanced product knowledge to develop quotes and create illustrations. This individual will also ... Strong life insurance knowledge, preferably gained in a Case Design role or brokerage agency ...

Amerilife Group, LLC

Brokerage Manager

... insurance products, advanced case design, business, and estate planning preferred. * Extensive ... life insurance. Equal Employment Opportunity Statement We are an Equal Opportunity Employer and ...

Amerilife Group, LLC

Brokerage Manager

... insurance products, advanced case design, business, and estate planning preferred. * Extensive ... life insurance. Equal Employment Opportunity Statement We are an Equal Opportunity Employer and ...

Amerilife Group, LLC

Brokerage Manager

OR · On-site +1

... insurance products, advanced case design, business, and estate planning preferred. * Extensive ... life insurance. Equal Employment Opportunity Statement We are an Equal Opportunity Employer and ...

Robert Half

Insurance Operations Manager

Parsippany, NJ · On-site

$100K - $125K/yr

Oversee underwriting, case design, placement, and policy implementation processes * Develop and ... Serve as the internal subject matter expert on life insurance, long-term care, and annuity products

Amerilife Group, LLC

Life Insurance Wholesaler

$45K - $60K/yr

Advanced markets and legal support * Chief underwriting support * Illustration and case design ... life insurance. Equal Employment Opportunity Statement We are an Equal Opportunity Employer and ...

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Life Insurance Advanced Case Design information

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How much do life insurance advanced case design jobs pay per hour?

As of Sep 9, 2026, the average hourly pay for life insurance advanced case design in the United States is $19.12, according to ZipRecruiter salary data. Most workers in this role earn between $16.35 and $21.63 per hour, depending on experience, location, and employer.

What is life insurance advanced case design?

Life Insurance Advanced Case Design refers to the process of creating tailored life insurance solutions for clients with complex financial, estate, or business planning needs. Professionals in this field analyze intricate client situations and use advanced strategies, such as premium financing, irrevocable life insurance trusts (ILITs), and business succession planning. Their goal is to maximize benefits, address tax considerations, and ensure the insurance plan aligns with the client’s long-term objectives. This specialized practice typically involves collaboration with financial advisors, attorneys, and tax professionals.

What are the key skills and qualifications needed to thrive as a life insurance advanced case design specialist?

To thrive in Life Insurance Advanced Case Design, you need deep knowledge of life insurance products, advanced financial planning concepts, and regulatory compliance, often supported by designations like CFP or CLU. Familiarity with illustration software, underwriting systems, and financial analysis tools is important for crafting tailored solutions. Excellent analytical thinking, attention to detail, and strong communication skills distinguish top professionals in this field. These abilities ensure that complex client needs are met with customized, compliant, and effective insurance strategies.

What are some common challenges faced in life insurance advanced case design, and how can professionals overcome them?

Professionals in Life Insurance Advanced Case Design often encounter complex client situations that require customized solutions, such as integrating estate planning, tax considerations, and business succession strategies. Navigating constantly changing regulations and collaborating effectively with legal, tax, and financial advisors can also be challenging. Success in this role relies on staying current with industry developments, leveraging advanced analytical tools, and maintaining strong communication with multidisciplinary teams to deliver tailored client outcomes.

What are popular job titles related to Life Insurance Advanced Case Design jobs?

For Life Insurance Advanced Case Design jobs, the most frequently searched job titles are:

Infographic showing various Life Insurance Advanced Case Design job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 20% Part Time, and 6% Contract. Highlights an 85% Physical, 1% Hybrid, and 14% Remote job distribution, with an average salary of $39,767 per year, or $19.1 per hour.

Life Insurance Senior Case Designer

Miami, FL • Hybrid

APR
Recruiting and Staffing Services • 51 - 200 employees
Learn more about APRexternal

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 9 days ago

Job description

Job Title: Senior Life Insurance Case Designer

Location: Hybrid remote in Coral Gables, FL 33134

Job Type: Full-time 80k-120k


Company Overview

Join our team as a Senior Life Insurance Case Designer and contribute to our mission of delivering bespoke insurance solutions. We value deep expertise in life insurance products and a commitment to excellence in client service. If you thrive in a dynamic environment and are driven by innovation in financial planning, we want to meet you.


Responsibilities
  • Case Design and Analysis: Craft sophisticated life insurance plans for high-net-worth clients and enterprises. Assess clients’ financial goals to deliver personalized advice using cutting-edge tools.
  • Client Consultation: Collaborate with financial advisors to refine client strategies, simplifying complex information to assist decision-making processes. Offer continuous policy guidance and strategic enhancements.
  • Product Expertise: Remain at the forefront of industry trends and product developments. Influence product innovation and impart your knowledge through internal training and workshops.
  • Compliance and Documentation: Guarantee that all procedures and recommendations adhere to legal standards and internal guidelines, meticulously documenting all case details.
  • Leadership: Mentor junior designers, lead operational enhancements, and uphold a culture of professional growth and cooperation.
Qualifications
  • Bachelor’s degree in Finance, Business Administration, or related field; advanced degrees or certifications (e.g., CFP, CLU, ChFC) preferred.
  • 7-10 years’ experience in life insurance design, underwriting, or similar roles.
  • Comprehensive knowledge of various life insurance products.
  • Exceptional analytical, communication, and presentation skills.
  • Proficiency in using advanced case design software.
  • Demonstrated professionalism and integrity.
Benefits
  • Competitive 401(k) plan
  • Comprehensive health, dental, and vision insurance
  • Employer-provided life insurance
  • Generous Paid Time Off (PTO)


To Apply: Please contact swhite@aprcareers.com