Life Insurance Case Design Analyst

NFP, an Aon company

Case Design Analyst providing support to financial professionals with life insurance quotes and illustrations. Role includes consulting and assessing client needs for tailored solutions.

Posted 6/17/2026full-timeMinneapolis • Illinois, Minnesota, New York, Oklahoma, Tennessee, Texas, Wisconsin • 🇺🇸 United StatesMid-LevelSenior💰 $55,000 - $75,000 per yearWebsite

About the role

Key responsibilities & impact

Provide case design support through phone and Teams consultations, delivering creative, tailored solutions.
Apply sound judgment, analytical thinking, and independence to evaluate each case and develop recommendations.
Evaluate insurability by aligning proposed insureds with carriers and products.
Document each interaction in the CRM system and complete timely follow-up activities for every case.
Identify new opportunities and take appropriate action.
Connect with top advisors to share relevant information and guidance.

Requirements

What you’ll need

High school diploma or equivalent required; additional education or professional training preferred.
Extensive experience providing sales desk support to agents in a BGA or home office environment.
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, Ensight, and Salesforce is preferred.
Proficiency with Microsoft Office Suite is required.

Benefits

Comp & perks

Competitive salary
PTO & paid holidays
401(k) with match
Exclusive discount programs
Health & wellness programs

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

case designanalytical thinkinginsurability evaluationsales desk supportlife insurance knowledgeCRM documentation

Soft Skills

sound judgmentindependencecreativitycommunicationopportunity identification