Osaic · 8 hours ago
Case Designer, Highland Capital Brokerage
United States
Full-time
Remote
Mid Level
$50K/yr - $60K/yr
3+ years expOsaic is a company in the insurance industry, seeking a Case Designer to support Highland Sales Resources. The role involves providing presale assistance, case design, product selection, and ensuring compliance with guidelines while maintaining strong relationships with sales teams.
Business DevelopmentFinancial ServicesWealth Management
No H1B
Responsibilities
Analyze requests received and generate applicable proposals and presentations that are accurate, compliant, and meet necessary guidelines
Deliver illustrations and presentations to the field with concise commentary explaining the need and the solution(s) recommended
Provide analysis of in-force policy data and recommend changes and/or alternate plans when applicable
Prepare new business application kits and pre-fill with accurate client information utilizing information received from the field
Create and send DocuSign envelopes to electronically collect signatures from clients and or producers
Receive signed applications from the field and review for high-level accuracy before forwarding to New Business for processing
Maintain broad knowledge of life insurance product landscape as it pertains to available products, carrier illustration software, marketing resources, sales ideas. Stays current on the competitive marketplace by participating in educational opportunities, attending webinars, etc
Fulfill requests for marketing materials, supplemental reports, etc
Facilitate the timely and accurate response to requests received. Including but not limited to:
Requesting updates from New Business, Commissions, or Broker Contracting teams
Seeing to the completion of required institutional compliance procedures where applicable
Aiding with field underwriting and pre-sale assessments
Demonstrate a teamwork mentality by being available to:
Offer support to other Highland Sales Resources than those assigned to
Fulfills requests received by the team as work volume demands, offering help to other associates where and when able
Log all activity in Salesforce in compliance with established HCB guidelines and procedures
Create contact records in Salesforce when needed
Store illustrations in a manner consistent with protocols established and maintained throughout the enterprise
All other duties as assigned
Qualification
Required
Bachelor's Degree Preferred; Associate's Degree or H.S. Diploma or GED certificate + Significant Practical Experience will be considered
Minimum 3 years of experience
Proficiency with Microsoft Office (specifically Outlook, Word & Excel)
Strong written and verbal communication skills
Ability to work closely with other job families
Ability to develop and maintain strong working relationships
Sense of urgency and attention to detail
Ability to analyze requests and generate applicable proposals and presentations
Ability to deliver illustrations and presentations with concise commentary
Ability to provide analysis of in-force policy data and recommend changes
Ability to prepare new business application kits with accurate client information
Ability to create and send DocuSign envelopes for electronic signatures
Ability to review signed applications for high-level accuracy
Broad knowledge of life insurance product landscape
Ability to fulfill requests for marketing materials and supplemental reports
Ability to facilitate timely and accurate responses to requests
Teamwork mentality and availability to offer support to other Highland Sales Resources
Ability to log all activity in Salesforce in compliance with established guidelines
Ability to create contact records in Salesforce when needed
Ability to store illustrations in a manner consistent with established protocols
Preferred
Licenses or certifications
Benefits
Health, vision, dental insurance
401k
Paid time away
Volunteer days
Company
Osaic
Osaic provides the support, resources, and community designed for the future of wealth management.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Jamie Price
Chief Executive Officer
Kristy Britt
CFO
Recent News
2026-01-23
Investment News
2026-01-22
Company data provided by crunchbase