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


$80k to $110k

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

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