Osaic · 2 months ago
Case Designer, Highland Capital Brokerage
United States
Full-time
Remote
Mid Level
$55K/yr - $65K/yr
3+ years expOsaic is a company in the insurance industry, and they are seeking a Case Designer for Highland Capital Brokerage. The role involves providing presale assistance to sales resources, managing case design, product selection, and ensuring compliance with service agreements while maintaining strong communication with various 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
Qualification
Required
Minimum 3 years of experience
Proficiency with Microsoft Office (specifically Outlook, Word & Excel)
Minimum of high school diploma or equivalent is required
Bachelor's degree preferred, high school diploma (or equivalent) in combination with significant practical experience will be considered in lieu of degree
Preferred
Industry 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