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


$60,000 – $80,000

Tagged as: accounting, case design, contract language, data anlysis, excel, executive benefit planning, executive benefits, finance, financial analysis, illustration, life insurance, underwriting

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