Insurance Case Specialist

Academy Financial, Inc. is hiring an Insurance Case Specialist to help advisors move insurance cases from the first request through policy placement and beyond. In this hybrid role based in Lutherville-Timonium, MD, you will coordinate closely with a General Agency partner and support both new business and in-force insurance work.

What you will do

• Manage new business cases from the advisor’s initial request through placement, delivery, and commission confirmation.
• Maintain a current, accurate case pipeline in Agency Integrator and Redtail CRM.
• Coordinate with the General Agency, carriers, clients, and advisors to resolve open requirements, exams, and underwriting items.
• Provide timely, clear status updates to keep advisors informed.
• Identify stalled cases early and collaborate with the team on next steps.
• Serve as a product resource for term, whole life, fixed and variable universal life, disability, long-term care, and fixed annuities.
• Run illustrations and quotes, and design cases directly when timing or complexity requires it.
• Review designs and illustrations prepared by the General Agency to confirm accuracy and fit before they reach advisors or clients.
• Create and maintain client-ready presentation materials for advisors.
• Accurately complete, review, and submit insurance applications and related new-business paperwork, including eSignature and paper processes.
• Work directly with clients via phone and email during application, underwriting, and delivery.
• Support complex in-force work with a service specialist, including in-force and point-in-time illustrations, policy reviews, replacements, and term conversions.
• Assist with beneficiary changes, death claims, and viatical or life settlement inquiries when needed.
• Coordinate closely with advisors, the service specialist, and the General Agency on new business cases.
• Help the team identify what each case needs next and step in when additional attention is required.
• Join a small, collaborative team and learn the department, advisors, and internal processes.
• As the firm grows, contribute to how the insurance department operates.

Experience and skills

• 5+ years of experience independently managing individual life insurance case design, new business, or case management at an advisory firm, brokerage general agency, or carrier.
• Hands-on experience with term, whole life, fixed and variable universal life, disability, long-term care, and fixed annuities.
• Ability to run and interpret illustrations and design cases independently.
• Experience supporting a high-volume pipeline from submission through placement.
• Proficiency with Microsoft Office, including Outlook, Word, Excel, PowerPoint, and Teams.

Tools and technologies

• Agency Integrator
• Redtail CRM
• eSignature
• Microsoft Office (Outlook, Word, Excel, PowerPoint, Teams)
• iPipeline/iGo
• WinFlex
• Ensight

Compensation and benefits

• Salary: USD 50,000 - 70,000 per year, plus a performance-based bonus opportunity.
• Medical, dental, and vision coverage with employer contribution.
• 401(k) with company match (including 401(k) matching).
• Company-paid basic life and disability insurance.
• AD&D insurance.
• Paid time off.
• Work from home options.
• Culture that promotes from within, so effort and results lead to growth.
• Dental insurance, health insurance, life insurance, and vision insurance.

Department context

The in-house insurance department supports advisors with individual life, disability, long-term care, and fixed annuity cases. You will work with a General Agency for case management, design support, and tracking through Agency Integrator while remaining accountable for each case.

Location and employer details

• Hybrid in office at the Lutherville or King of Prussia location.
• Hybrid remote in Lutherville-Timonium, MD 21093.
• LPL Financial is the firm’s broker dealer.

Preferred

• Experience with Agency Integrator, Redtail CRM, iPipeline/iGo, WinFlex, and Ensight.
• Experience working with or at a brokerage general agency.
• College degree.