Case Designer (Scottsdale)

Job Title: Case Designer

Job Type: Direct Hire

Location: Fully Remote
Shift: 8:00 AM – 5:00 PM
Pay: $50,000 – $60,000 annually (DOE) + Sales Incentive Compensation

Job Summary:

We are seeking a highly detail-oriented and analytical Case Designer to support sales operations within the insurance and financial services industry. This role serves as a key liaison between field sales teams and internal operations, ensuring that cases are designed, processed, and delivered accurately and efficiently. This is a fast-paced, high-impact role where your work directly supports revenue-generating teams by handling the behind-the-scenes execution that allows sales professionals to focus on client relationships.

Essential Job Duties & Responsibilities:

• Partner with Sales Representatives and leadership to provide presale support including case design, product selection, and illustrations
• Prepare and deliver accurate, compliant proposals and presentations with clear recommendations
• Generate and manage insurance illustrations using carrier software and internal systems
• Prepare, review, and process new business applications, ensuring accuracy and completeness
• Coordinate with internal departments to ensure timely processing and issue resolution
• Analyze in-force policies and recommend alternative strategies or product solutions
• Maintain detailed records and activity logs within CRM systems (Salesforce or similar)
• Create and send electronic documents (e.g., DocuSign) for client and producer signatures
• Stay current on industry trends, products, and market changes
• Support additional sales team needs and assist with high-volume requests as needed

Qualifications & Requirements:

• Bachelor’s degree preferred (or equivalent experience)
• 2–3+ years of experience in insurance, brokerage, financial services, or related industry
• Experience working with insurance carriers, broker-dealers, or financial institutions is highly preferred
• Strong technical aptitude; experience with illustration software and CRM systems (Salesforce preferred)
• Knowledge of life insurance products, underwriting processes, and case design concepts
• High attention to detail with strong analytical and problem-solving skills
• Ability to work in a fast-paced, deadline-driven environment with a strong sense of urgency
• Strong written and verbal communication skills
• Collaborative team player with the ability to support multiple stakeholders
• Industry licenses or certifications are a plus

TRC Talent Solutions is proud to be an Equal Opportunity Employer (EOE). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law. At TRC, we take pride in fulfilling our opportunity to add value to our client's business as their staffing partner, while working tirelessly to connect thousands of individuals each year with work opportunities where they can meet the needs of their families and have the potential to build their careers.