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.

QUALIFICATIONS & 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.