Case Designer

Job Summary:

A Case Designer is responsible for providing insurance product and illustration support to a wide range of individuals: Internal Sales Consultants and New Business Team, Independent Financial Producers, and Institutional Financial Advisors. Though Annuity, Disability Income and Long-Term Care capabilities are a plus, this position includes a specific emphasis on Life Insurance products. This position is expected to be able to work independently and escalate issues appropriately.

Responsibilities:

• Generate and revise life insurance illustrations based on advisor or team member requests, incorporating changes in underwriting, premiums, and case design as needed.
• Log all illustration proposals in the CRM system according to established guidelines for accurate and detailed reporting; store documents following filing protocols.
• Analyze client needs to recommend appropriate life insurance products and concepts, maintaining up-to-date knowledge of industry trends and offerings.
• Maintain expertise in life insurance products, case design software, and presentation tools; prepare and communicate sales proposals and presentations to producers, clients, and staff.
• Order In-Force Ledgers from carriers upon request and ensure timely follow-up and review for accuracy.
• Support field requests by providing necessary forms, prepared applications, and additional documentation as required.
• Monitor and gather current marketplace information on product pricing, features, and new offerings to stay informed and competitive.
• Develop and maintain in-depth knowledge of electronic application submission platforms and serve as a resource for training and assistance.
• Adhere to all established procedures and protocols to ensure compliance, accuracy, and efficiency in all case design and illustration activities.
• Perform other duties as assigned to support the needs of the team.

Education and Experience:

• High School, GED or related industry experience required
• 0-2 years related industry experience, a plus but not required
• Demonstrates strong attention to detail and analytical abilities.
• Exhibits accountability, effective follow-up, and maintains confidentiality.
• Communicates clearly and professionally, both in writing and verbally.
• Collaborates well in team environments, including virtual teams.
• Proficient in Microsoft Word, Excel, Outlook, and web-based platforms such as carrier and vendor websites.

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. 

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.