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Life Insurance Case Design Specialist Jobs (NOW HIRING)

Coroflot

Design Specialist

Los Angeles, CA · On-site

$28 - $32/hr

Ravenhill Studio is seeking a Design Specialist to help bring Studio design projects from idea to ... Medical, dental, vision, and life insurance after probationary period * Paid time off and winter ...

Ethos Life

Insurance Case Manager

$90K - $120K/yr

About Ethos Ethos is a leading life insurance technology company on a mission to protect families ... About the role We're looking for an Insurance Case Manager to own a portfolio of pending ...

Ethos Life

Insurance Case Manager

$90K - $120K/yr

Own and actively manage a portfolio of pending or stalled life insurance applications, with an ... Maintain accurate, up-to-date case status, actions, and documentation in Salesforce and other ...

Arts for LA

Design Specialist

Los Angeles, CA · On-site

$60K - $68K/yr

Ravenhill Studio is seeking a Design Specialist to help bring Studio design projects from idea to ... Health Insurance (Medical, dental and vision etc.), Retirement Benefits, Paid Time Off (Sick ...

New

Munters

Design Specialist

Daleville, VA · On-site

Compensation Range: $ 92,000 Design Specialist Daleville, VA| Munters Munters is a global leader in ... work-life balance Equal Opportunity Employer: We are an equal opportunity employer and value ...

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Life Insurance Case Design Specialist information

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$10

$20

$31

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.

Insurance Planning Intern

Akron, OH

Valmark Financial Group
Finance and Insurance • 51 - 200 employees
Learn more about Valmark Financial Groupexternal

$20/hr

Internship

Posted 9 days ago

Job description

The Insurance Marketing team is seeking a motivated and detail-oriented Insurance Planning Intern to support day-to-day life insurance case design and provide valuable assistance to Financial Advisors and their clients. At Valmark, our people are the foundation of our long-term success, and the number one reason employees say they love working here. We foster a collaborative, supportive environment where team members encourage one another to succeed and genuinely strive to serve our advisors and clients. This commitment to the Golden Rule is at the heart of our culture. We invest in our people through professional development opportunities, meaningful work, and flexibility that supports a healthy work-life balance. Our entrepreneurial spirit encourages innovation and fresh thinking, while our leadership team is transparent, collaborative, and focused on long-term success. These values have earned us recognition as a Top Workplace in Northeast Ohio every year since 2020.

Job Summary:

The Insurance Planning Intern will assist the team in supporting our Valmark clients with life insurance case design, research, and education. This intern will help build custom plans by using our life-insurance focused planning modules, gathering insurance quotes, and preparing custom analysis for Advisors to present to clients. The position will also include market research and working with Insurance Company contacts to stay current and well-informed on changes in our industry.

Essential Functions and Responsibilities:

With our Internal team:

  • Attend planning meetings to discuss team development and goals
  • Create marketing material for advisors and their clients to educate them about our processes and deliverables
  • Learn how to use our software to prepare quotes for the advisors
  • Compose reports, work on projects, and complete data analysis of our team's functions

With our External Offices:

  • Build life insurance quotes for advisors and their client presentations
  • Reach out to Insurance companies on product information and changes

Related Qualities

Our ideal candidate has the following qualities:

  • Curious and eager to learn
  • Open to constructive feedback
  • Problem solving skills
  • Creative thinking
  • Detail-oriented
  • Strong communication skills
  • Relationship building skills

Requirements:

  • Authorized to work in the United States without sponsorship
  • Currently enrolled pursuing a degree in Business Administration, Finance, or a related field
  • Availability to work onsite in Akron, OH:
    • 16–24 hours per week during spring and fall semester
    • 30–40 hours per week during summer months

Pay: $20 per hour