Case Designer

Our Company

Explore how you can contribute at Ameri Life.

For over 50 years, Ameri Life has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement.

Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.

Provide life insurance producers with specific advanced planning and illustration support to generate life insurance sales. This includes, but is not limited to, understanding advanced estate and business planning concepts, case design, developing advanced planning marketing tools, and presenting planning concepts.

Following is a summary of essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

• Advanced sales case design
• Advanced case research and development
• Ability to fully understand client life needs – income protection, estate planning, replacement
• Review available approved products per wirehouse and select carriers, products, and design that are best for the client
• Creation of advanced sales marketing tools
• Preparation of sales presentation, including obtaining compliance approval from financial institution
• Act as a liaison between financial institutions, agents and carrier home offices to facilitate sales
• Support the sale of carrier specific and Crump proprietary advanced sales deliverables
• Maintain in-depth knowledge of approved carriers & products by financial institution, including new products, product changes, transitions, repricing, limitations, riders, etc.
• Effectively communicate on a regular basis with sales team, carrier wholesalers, internal sales desks, and case managers, to ensure open communication on product, changes, etc.

• Effective interpersonal and written communication skills
• Ability to provide excellent customer service to both internal and external customers
• Effective time management skills
• Ability to prioritize and accomplish multiple tasks simultaneously
• Capable of working independently as well as in a team environment
• Ability to work in a self-directed fashion
• Experience with PCs in a Windows environment
• Demonstrated proficiency in basic computer applications such as Microsoft Office software products
• Ability to analyze problems and develop solutions
• Ability to communicate with individuals at all levels of the organization
• Bachelor's degree or equivalent education, training and work-related experience
• Experience with advanced case design, research and complex cases
• Experience creating marketing tools to drive sales
• Solid understanding of various tax and legal rules, as it pertains to life insurance
• Excellent writing and technical research skills
• Exceptional organizational skills
• Knowledge of carrier life products, specific advanced sales concepts and illustration software

• Professional designation (CLU, CFP, ChFC, CPA, or related practices including law)
• Insurance brokerage experience

A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.

We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law.

We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive.

We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process, please contact us at

We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law.

We do not discriminate or retaliate against employees or applicants for inquiring about,…