Life Insurance Case Designer

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