Life Insurance Case Designer job in Remote within the United States

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Remote within the United States Capstone Search Group

Recruiter:  Capstone Search Group
Career Interest:  Accounting/Financial
Underwriting
Insurance Discipline:  Life and Health
Job Type:  Full Time
Remote:  Yes
City:  Remote within the United States
Address: 
United States (Show on map)

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

Salary:  $60,000 - $80,000
Bonus/Benefits:  $60k to $80k
02/28/2024
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