Life Insurance Case Design Analyst (Hybrid - Minneapolis, MN)

Who We Are:

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.

This position will support Diversified Brokerage Services (DBS), a subsidiary of NFP. DBS is one of the largest brokerage general agencies in the United States specializing in life insurance, and we’re proud of our roots, starting as a family run business in 1968 and growing to where we are today. With over 50 years in the insurance industry, we’ve honed in on our strengths and perfected our processes, resulting in the best possible experience for the advisors we serve. We invite you to learn more about us and discover the “DBS Difference” for yourself! To learn more, please visit: https://dbs-lifemark.com

About the Position

This is not a fine arts or IT programs design role.

The ideal candidate will provide Case Design support to financial professionals, adding value through advanced product knowledge, generating quotes, and creating illustrations. They will conduct additional fact-finding to thoroughly evaluate client needs, providing comprehensive support to agents. Additionally, the candidate will equip advisors with detailed illustrations and training to help secure sales.

We offer a hybrid work schedule from our Minneapolis, MN office. The work hours are Monday to Friday, 8:00 AM to 5:00 PM Central Time. A confidential and uninterrupted workspace is required for remote work.

Growth Opportunities

The opportunities for growth within the company make this an ideal position if you're enthusiastic, motivated, and interested in becoming part of a well-established positive work environment. In addition, you can feel confident that you’re on a career path that truly matters and makes a difference in this world.

Essential Duties and Responsibilities

• Provide case design assistance via phone consultation. Differentiate from our competitors by delivering a creative, customized solution that considers plan objectives, known health history, special funding alternatives, information about competition and carrier-specific strengths, etc. Utilize a wide degree of creativity and latitude to analyze and make independent decisions for each case and client; provide conclusions based on this analysis.
• Begin the process of evaluating insurability, match the proposed insured with carriers and products that best suit stated client objectives, provide original solutions and alternatives, and identify circumstances under which each might be a best recommendation. When appropriate, provide a set of alternative illustrations to enhance the quality of the solutions provided.
• Document each interaction in the CRM system, complete follow-up activity on each case. Recognize new opportunities and initiate actions to capitalize on them.
• Complete proactive calls to follow-up on meaningful revenue opportunities.  Reach out to top advisors with information and advice. Seek new and productive way to make an impact on the advisor’s business.
• Act as an effective team player who adds complementary skills and contributes valuable ideas, opinions and feedback that will benefit the Case Design Team.
• Attend carrier meetings, participate in conference calls/webinars, and collaborate with fellow Case Designers while supporting other channels to remain current with carrier and industry changes.

• Other miscellaneous duties as assigned.

What We’re Looking For

• Thorough knowledge of life insurance products, planning techniques, illustration systems and CRM systems.
• Strong ability to act as internal sales for retail life products in key accounts, partnering at times with our external sales team.

• Skilled at spotting elements of the case that require special attention and could sway the advisor to a solution that wouldn’t otherwise have been obvious.
• Industry experience to speak the language of the advisor and understand competitive landscape and product specifics.
• Ability to develop and maintain a strong understanding of DBS, our advisors, the products, services and approaches. Nurture strong relationships with clients both internal and external, vendors and industry organization, as well as continue to expand the sphere of influence with DBS and the industry.

Education and/or Experience

• High School graduate or equivalent requir