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Life Insurance Illustration Case Design Jobs (NOW HIRING)

Jobtailor

Senior Case Design Analyst

California, MO · On-site

$90 - $150/hr

Preferred: 7+ years of life insurance illustration/case design or related experience * Life insurance industry designations would make the candidate stand out Core Competencies Demonstrates expertise ...

Aon

Life Insurance Case Design Analyst

Minneapolis, MN · On-site

In addition, they will equip advisors with detailed illustrations and training designed to help ... Strong life insurance knowledge, preferably gained in a Case Design role or brokerage agency ...

NFP Corp

Life Insurance Case Design Analyst

MN · Remote

In addition, they will equip advisors with detailed illustrations and training designed to help ... Strong life insurance knowledge, preferably gained in a Case Design role or brokerage agency ...

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Life Insurance Illustration Case Design information

See salary details

$32.5K

$50.8K

$74K

How much do life insurance illustration case design jobs pay per year?

As of Aug 23, 2026, the average yearly pay for life insurance illustration case design in the United States is $50,841.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,000.00 and $59,000.00 per year, depending on experience, location, and employer.

What is life insurance illustration case design?

Life Insurance Illustration Case Design is the process of creating detailed projections and presentations that show how various life insurance products may perform over time, based on different assumptions and client needs. These illustrations help clients visualize policy features, costs, potential cash values, and death benefits. Case designers work closely with insurance agents and underwriters to tailor solutions that align with clients’ financial goals and regulatory requirements. The process ensures transparency and helps clients make informed decisions about their life insurance options.

What are the key skills and qualifications needed to thrive in life insurance illustration case design?

To excel in Life Insurance Illustration Case Design, you need a solid understanding of life insurance products, financial concepts, and regulatory requirements, typically supported by experience in insurance or a related field. Proficiency with illustration software (such as WinFlex or proprietary carrier systems), Microsoft Excel, and possibly industry certifications like LOMA are highly valuable. Attention to detail, analytical thinking, and strong communication skills help you interpret client needs and present clear, compliant illustrations. These skills ensure accurate, tailored insurance solutions that meet both regulatory standards and client objectives.

What are some common challenges faced in life insurance illustration case design and how can they be managed?

Professionals in Life Insurance Illustration Case Design often face challenges such as staying current with ever-changing insurance regulations, accurately modeling complex client scenarios, and balancing compliance with client needs. Effective case designers must work closely with underwriters, advisors, and compliance teams to ensure that illustrations are both accurate and legally sound. Maintaining strong communication skills and a commitment to ongoing professional education helps overcome these challenges and supports the delivery of tailored solutions to clients.

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

AspectLife Insurance Illustration Case DesignLife Insurance Underwriter
Primary RoleCreating visual and numerical representations of insurance policies for clientsAssessing risks and determining policy eligibility for applicants
Required SkillsKnowledge of insurance products, illustration software, client communicationRisk analysis, medical knowledge, decision-making skills
Work EnvironmentOffice-based, collaborative with sales and marketing teamsOffice or remote, working closely with agents and medical professionals

While both roles are integral to the insurance industry, Life Insurance Illustration Case Design focuses on creating visual policy presentations for clients, whereas Life Insurance Underwriters evaluate applicant risks to determine policy approval. Understanding these differences helps clarify career paths and job expectations within the industry.

More about Life Insurance Illustration Case Design jobs

What states have the most Life Insurance Illustration Case Design jobs?

States with the most job openings for Life Insurance Illustration Case Design jobs include:

What job categories do people searching Life Insurance Illustration Case Design jobs look for?

The top searched job categories for Life Insurance Illustration Case Design jobs are:

Life Insurance Illustration Case Design jobs near you
Infographic showing various Life Insurance Illustration Case Design job openings in the United States as of August 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 $50,841 per year, or $24.4 per hour.

Senior Case Design Analyst

Jobtailor

California, MO • On-site

$90 - $150/hr

Other

Posted 5 days ago

Job description

  • Consult with producers on the types and uses of various life insurance products
  • Gather information, analyze needs, and design complex cases using advanced concepts
  • Design cases using advanced concepts such as split dollar, premium financing, and deferred compensation
  • Promote Pacific Life business to producers
  • Generate and customize advanced concept product illustrations for new business using specialized illustration software
  • Answer questions regarding sales illustrations and illustration software use
  • Provide backup illustration support for Regional Life Office case designers
  • Conduct competitor analysis, develop sales ideas, and recommend marketing strategies to increase business opportunities
  • Provide and coordinate in-force illustration requests from producersProvide specialized reports as needed
Requirements
  • FINRA SIE and Series 6 licenses required, or required within 90 days of start date
  • 7 years of case design experience
  • Experience conversing with Financial Advisors
  • Creativity in producing the appropriate case design for individual situations
  • Preferred: 7+ years of life insurance illustration/case design or related experience
  • Life insurance industry designations would make the candidate stand out
Core Competencies

Demonstrates expertise in life insurance case design, including advanced concepts such as split dollar and premium financing, while effectively collaborating with financial advisors to create tailored solutions. Proficient in generating customized product illustrations and conducting competitor analysis to enhance business opportunities.

Highest-signal resume keywords
  • FINRA SIE License
  • Series 6 License
  • Case Design Experience
  • Life Insurance Illustration
  • Advanced Concept Design
ATS Optimization Keywords Hard Skills
  • Case Design
  • Product Illustration
  • Competitor Analysis
  • Sales Strategy Development
  • Advanced Concept Design
Soft Skills
  • Creativity
  • Communication
Certifications & Qualifications
  • FINRA SIE License
  • Series 6 License
Industry Keywords
  • Life Insurance
  • Financial Advisors
  • In-Force Illustration
  • Premium Financing
  • Deferred Compensation
Tools & Technologies
  • Illustration Software
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