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Life Insurance Case Design Specialist Jobs (NOW HIRING)

NFP Corp

Life Insurance Case Design Analyst

MN · Remote

Strong life insurance knowledge, preferably gained in a Case Design role or brokerage agency setting. Personal sales experience is not required but is considered a plus. * Experience with Winflex Web ...

APR

Life Insurance Senior Case Designer

Miami, FL · Hybrid

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.

Integrity Windows

Case Design Specialist

Scottsdale, AZ · On-site

Case Design Specialist - Sales Operations Looking for a proactive candidate that wants to learn ... of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad ...

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Life Insurance Case Design Specialist information

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

As of Sep 9, 2026, the average hourly pay for life insurance case design specialist in the United States is $20.76, according to ZipRecruiter salary data. Most workers in this role earn between $16.83 and $23.32 per hour, depending on experience, location, and employer.

What is a life insurance case design specialist?

A Life Insurance Case Design Specialist is a professional who works with financial advisors, insurance agents, and clients to create tailored life insurance solutions that meet specific financial goals and needs. They analyze client information, recommend appropriate life insurance products, and design policy structures, including premium funding strategies, riders, and beneficiary designations. Their expertise ensures that clients receive the optimal coverage and benefits, often focusing on estate planning, wealth transfer, and tax efficiency. These specialists must stay informed about the latest insurance products, underwriting guidelines, and industry regulations. They play a critical role in helping clients achieve long-term financial security through customized insurance planning.

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

To thrive as a Life Insurance Case Design Specialist, you need a solid understanding of financial planning, insurance products, and regulatory guidelines, typically supported by experience in life insurance and a bachelor's degree in finance or a related field. Proficiency with illustration software, CRM systems, and industry-specific tools like Winflex or InsMark is commonly required. Strong analytical thinking, attention to detail, and effective communication skills help you tailor solutions and collaborate with advisors and clients. These skills are crucial to ensure accurate, compliant case designs that meet client needs and drive successful sales outcomes.

What are some common challenges faced by life insurance case design specialists when working with complex client scenarios?

Life Insurance Case Design Specialists often encounter challenges when tailoring policies to meet the unique financial goals and risk profiles of clients with complex needs, such as business owners or high-net-worth individuals. Navigating ever-changing underwriting guidelines, compliance regulations, and carrier product offerings requires strong attention to detail and continuous learning. Collaboration with advisors, underwriters, and clients is key to ensuring that recommendations are both compliant and suitable, and balancing these relationships can be demanding but rewarding. Staying proactive helps specialists provide creative, effective solutions that align with both client objectives and industry standards.

What is the difference between Life Insurance Case Design Specialist vs Life Insurance Underwriter?

AspectLife Insurance Case Design SpecialistLife Insurance Underwriter
CredentialsTypically requires actuarial, financial, or insurance certificationsOften requires actuarial, underwriting, or insurance licenses
Work EnvironmentCollaborates with agents, clients, and internal teams to design policiesEvaluates applications, assesses risk, and approves or declines policies
Industry UsageUsed in insurance companies focusing on policy customizationCommon in underwriting departments across insurers

The main difference is that Life Insurance Case Design Specialists focus on creating tailored insurance solutions by working closely with clients and agents, while Life Insurance Underwriters assess risk and determine policy approval. Both roles require similar certifications and are integral to the insurance process, but their daily tasks and focus areas differ.

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

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

Infographic showing various Life Insurance Case Design Specialist job openings in the United States as of September 2026, with employment types broken down into 1% As Needed, 73% Full Time, 21% Part Time, and 5% Contract. Highlights an 89% Physical, 1% Hybrid, and 10% Remote job distribution, with an average salary of $43,188 per year, or $20.8 per hour.

Case Design Specialist

Needham, MA

First American Insurance Underwriters
Finance and Insurance • 11 - 50 employees
Learn more about First American Insurance Underwritersexternal

Full-time

Medical, Life, Retirement

Re-posted 10 days ago

Job description

Summary:

First American Insurance Underwriters is growing and we are hiring a Case Design Specialist/Internal Wholesaler to our team. FAIU helps financial advisors design and implement the most appropriate insurance solutions for their clients. We specialize in Life Insurance, Long-Term Care, Disability Income, and Annuities solutions for personal and business planning.

If you enjoy: 

  • Getting things done
  • Solving Problems
  • Getting results
  • Being organized
  • Being persistent
  • Collaborative work in a team
  • Learning new things 

Your responsibilities would include: 

To excel in this role you should be able to prioritize and respond to requests in a timely and accurate manner, go the extra mile and have a positive upbeat demeanor. 

  • Build strong relationships with new and existing advisors
  • Assist advisors in selecting carriers and products that will best meet their client’s needs
  • Work closely with external sales to support and develop winning sales ideas and proposals for customers
  • Quickly respond to inquiries relating to complex and technical questions while demonstrating an understanding of multiple product portfolios and cross-selling opportunities
  • Recognize new opportunities to market and position products to improve service and sales
  • Develop and enhance industry and product knowledge to effectively communicate and build credibility with advisors and internal team
  • Develop a thorough understanding of all systems and resources to enhance the advisor experience
  • Provide training, assistance and promotion to advisors in utilizing system and available platform resources

 To be successful as the Case Design Specialist, you would need to: 

  • Possess strong interpersonal and customer service skills
  • Have excellent problem-solving skills and attention to detail
  • Be articulate and persuasive communicator (both written and oral)
  • Motivated to continually learn and grow
  • Capable of conducting oneself with a focus on service excellence, fair dealing, and client-first decision making with effective time management skills to manage daily workflow
  • Be a self-starter with the ability to excel in a dynamic, fast-moving company environment  

You should have the following Experience/Qualifications: 

  • Bachelor’s degree required 
  • Recent college graduates should apply
  • Life Insurance experience a plus
  • Proficiency in Microsoft Office Suite (Advanced Excel preferred) 

FAIU offers growth opportunities, a flexible work schedule, and a competitive benefits package. 

Keywords: life insurance, annuities, long term care, disability income, case management, underwriting, medical assessment, policy owner; estate planning, senior care, business succession planning, multi-generational, qualified retirement plans, design and complex case management,internal wholesaler

Employment Type: FULL_TIME

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