Life Insurance Senior Case Designer
Company: APR
Location: Miami
Posted on: February 14, 2026
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Job Description:
Job Description Job Description Job Title: Senior Life Insurance
Case Designer Location: Hybrid remote in Coral Gables, FL 33134 Job
Type: Full-time 80k-120k Company Overview Join our team as a Senior
Life Insurance Case Designer and contribute to our mission of
delivering bespoke insurance solutions. We value deep expertise in
life insurance products and a commitment to excellence in client
service. If you thrive in a dynamic environment and are driven by
innovation in financial planning, we want to meet you.
Responsibilities Case Design and Analysis: Craft sophisticated life
insurance plans for high-net-worth clients and enterprises. Assess
clients’ financial goals to deliver personalized advice using
cutting-edge tools. Client Consultation: Collaborate with financial
advisors to refine client strategies, simplifying complex
information to assist decision-making processes. Offer continuous
policy guidance and strategic enhancements. Product Expertise:
Remain at the forefront of industry trends and product
developments. Influence product innovation and impart your
knowledge through internal training and workshops. Compliance and
Documentation: Guarantee that all procedures and recommendations
adhere to legal standards and internal guidelines, meticulously
documenting all case details. Leadership: Mentor junior designers,
lead operational enhancements, and uphold a culture of professional
growth and cooperation. Qualifications Bachelor’s degree in
Finance, Business Administration, or related field; advanced
degrees or certifications (e.g., CFP, CLU, ChFC) preferred. 7-10
years’ experience in life insurance design, underwriting, or
similar roles. Comprehensive knowledge of various life insurance
products. Exceptional analytical, communication, and presentation
skills. Proficiency in using advanced case design software.
Demonstrated professionalism and integrity. Benefits Competitive
401(k) plan Comprehensive health, dental, and vision insurance
Employer-provided life insurance Generous Paid Time Off (PTO) To
Apply: Please contact swhite@aprcareers.com
Keywords: APR, Wellington , Life Insurance Senior Case Designer, Accounting, Auditing , Miami, Florida
