About the Role
Leading boutique independent executive benefits consulting firm seeks a Life Insurance Case Design Analyst. As a Case Designer, the individual will develop financial models, run financial analysis, insurance illustrations, and assist in the organization of presentations for complex benefit solutions.
Duties & Responsibilities
- Run financial modeling
- Run Permanent life insurance illustrations through multiple carrier’s software
- Assist in developing the optimal life insurance solution for the goals presented by the producer or client
- Assist with any application process between client and insurance carrier
- Assist with underwriting process and ordering medical requirements
- Assist in client service or sales calls to discuss solutions, contract language, underwriting, or questions around the plans in question
Skills & Experience
- Strong Excel skills
- Analytical, able to analyze complex data with accuracy and decisiveness
- Strong organizational, verbal, and written communications skills
- Life insurance case design experience
Compensation
$60,000 – $80,000