Life Insurance Advanced Case Designer - Remote
About the Role
The Life Insurance Advanced Case Designer will be involved in the technical aspects of the company’s life insurance business, including but not limited to: case design, case optimization, option/portfolio analysis, competitive analysis, financial IRR, and product reverse engineering/comparison.
Duties & Responsibilities
- New Business & Advanced Case Design – Life, Life Settlement, and Annuity
- Research carrier products and complete comparative analysis
- Generate product illustrations
- Manage life insurance underwriting process and manage and process claims
- Drive process improvements, efficiency initiatives
- Creation of company business processes, work-flows, and documentation procedures
Required Skills & Experience
- Broad knowledge of life insurance product landscape, products, carrier illustration software, marketing resources, sales ideas, as well as advanced markets planning techniques and strategies, etc.
- Ability to model complex financial solutions in Excel to illustrate features, benefits, IRR’s, etc.
- Detailed understanding of underwriting process and case design to achieve client objectives
- Understand the fundamentals of estate planning, illustrate how to utilize tax attributes to enhance after-tax returns through variable universal life or private placement life insurance policies
- Ability to creatively design policies to provide the best IRR to client’s financial objectives
- 5 years minimum experience in life insurance case management
- Must be proficient in Vlookups, If/Then formulas, Goal Seek, NPV, and IRR
- Win Flex – Required
Compensation, Benefits, & Perks
$80,000 to $90,000. Department bonus. 100% work from home. Fun group. Employee focused. They do fun things like waffle Wednesdays where the partners make breakfast for staff and they eat and socialize. Culture is important to them. They are also a forward thinking group. They are always looking for ways to do things better. They seek employee input and collaboration.
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