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Advanced Life Insurance Case Designer

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Remote, USA

Job Type:

Full Time

Employment Type:

Remote/Hybrid/Onsite

Role Overview

The Advanced Life Insurance Case Designer will be responsible for developing, running, and optimizing life insurance illustrations and designs for new business and renewal cases. Many of the cases we manage today involve premium financing, requiring a deep understanding of policy design, loan structures, and tax implications.

This role will be heavily involved in case design strategy, analysis, and presentation development. The ideal candidate will have a combination of technical expertise, analytical ability, and collaborative skills to work closely with internal teams, the CEO, and external partners. This position offers significant opportunities to grow into a leadership role, with potential management responsibilities in 2025.

Key Responsibilities

Day-to-Day Functions:

Work directly with the CEO on advanced case design strategy, leveraging expertise in premium finance and complex life insurance transactions.
Run new business and in-force illustrations using carrier platforms and proprietary tools.
Develop comprehensive firm illustrations by integrating carrier data, internal models, and proprietary intellectual property.
Optimize life insurance strategies for client portfolios, including analyzing premium finance structures, tax implications, and long-term policy performance.
Advise on plan design, restructuring, and optimization, focusing on large blocks of cases being onboarded.
Create and deliver presentation materials for client onboarding and renewal processes.
Collaborate with internal teams—including Engineering, New Business, and Renewals—to ensure seamless case design integration.
Stay current on regulatory changes, tax implications, and carrier offerings to provide compliant and innovative solutions.
Engage in client-facing opportunities to present strategies and build trust.
Contribute to building the Case Design team, with potential management responsibilities in 2025.

Why This Role Matters

This role is critical to onboarding, as Veridion aims to onboard and manage hundreds of financed life insurance plans next year while addressing a growing backlog. The role is also critical to renewals, as managing plans and creating enhancements and efficiencies is our business.
You will play a key role in scaling Veridion’s operations, working on high-value client portfolios and complex premium finance transactions.
This position offers direct exposure to the CEO and opportunities to build and lead the Case Design team in the near future.

Compensation

Highly competitive salary (based on experience).
Performance-based bonuses.
Comprehensive benefits package, including health, dental, and vision.

What We Offer

Growth Opportunities: Direct collaboration with the CEO and a clear path to leadership in 2025.
Impactful Work: Contribute directly to onboarding, optimizing, and managing high-value financed life insurance plans.
Innovative Environment: Work with cutting-edge technology, proprietary tools, and a talented team redefining life insurance management.
Flexible Environment: Remote and hybrid options are available.

How to Apply

If you are an expert in life insurance design, premium finance, and financial planning, and want to join a growing company at the forefront of innovation, we’d love to hear from you!

To Apply: Submit your resume and cover letter detailing your qualifications and experience to Careers@VeridionPartners.LIFE

Application Deadline: January 31st, 2025

Veridion Insurance Partners is an equal opportunity employer and is committed to fostering an inclusive workplace where diversity is valued.

About Veridion Insurance Partners

At Veridion Insurance Partners, we specialize in advanced premium finance life insurance strategies, delivering customized solutions to high-net-worth clients and advisor firms. Leveraging cutting-edge technology, proprietary insights, and expert planning, we optimize life insurance portfolios as powerful financial assets. Our mission is to onboard and manage hundreds of financed life insurance plans annually, delivering exceptional value through ongoing design, strategic execution, and dedicated client management.

We are seeking an exceptional Advanced Life Insurance Case Designer to join our team. This critical role will work directly with our CEO and collaborate across multiple teams to develop, optimize, and manage complex life insurance strategies.

Requirements

Experience & Expertise:

Life Insurance Knowledge:
- Minimum of 3–5 years in advanced life insurance case design.
- Deep understanding of life insurance products, including indexed universal life (IUL), whole life, term insurance, and premium finance strategies.
Premium Finance Transactions:
- Strong experience with third-party financing structures for life insurance.
- Ability to analyze loan terms, interest rates, and lender requirements as they relate to policy performance is a strong plus.
Tax & Regulatory Knowledge:
- Familiarity with the tax implications of life insurance policies, estate planning, and premium finance arrangements.
- Working knowledge of compliance requirements for life insurance carriers and financial institutions.
Design Experience:
- Preferred experience designing cases at a life insurance carrier or advanced planning firm, as work will include significant design and restructuring during onboarding.

Analytical Skills:

Expertise in policy optimization, financial modeling, and risk analysis.
Proficiency in Excel, including advanced functions for financial analysis.

Technical Skills:

Proficient in carrier illustration software (e.g., Carrier Systems, Insmark, WinFlex, iPipeline).
Programming knowledge or familiarity with data-driven models is a plus.

Soft Skills:

Exceptional communication and teamwork abilities to collaborate across departments and with external partners.
High attention to detail, ensuring accuracy and compliance in all designs and materials.
Hunger to learn, grow, and take ownership of critical projects.

Mindset:

Strong ambition to contribute and deliver results alongside a high-performing team.
Ability to thrive in a fast-paced, high-stakes environment with confidence and professionalism.