About the Role
Leading boutique executive benefits consulting firm. Clients are highly compensated executives and directors of large corporations.
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 carriers’ 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
- Continue to develop a strong understanding of executive benefit planning and industry knowledge
Skills & Experience
- Expertise in Excel is a must
- Analytical, able to analyze complex data with accuracy and decisiveness
- Strong organizational, verbal, and written communications skills
- Life insurance case design experience
- Must be proficient with the following formulas: IRR, NPV, PV, FV, PMT, RATE, IF, IFS, GOALSEEK, FORECAST, VLOOKUP, INDEX, SUMIF, COUNTIF, OFFSET
Compensation
$80k to $110k