Case Design Specialist @ Insurance Recruiting Solutions | Jobright.ai
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Insurance Recruiting Solutions · 9 hours ago

Case Design Specialist

positionUnited States
timeFull-time
remoteRemote
seniorityMid Level
money$55K/yr - $85K/yr
ftfMaximize your interview chances
Insurance
Hiring Manager
Scot Dickerson
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Insider Connection @Insurance Recruiting Solutions

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Responsibilities

Create and analyze detailed life insurance illustrations using carrier-provided software.
Ensure illustrations are aligned with the client’s financial goals and objectives.
Interpret and communicate illustration results clearly and effectively to advisors and stakeholders.
Collaborate with advisors and producers to design customized solutions for clients.
Develop presentation materials and proposals that articulate plan designs, insurance product features, and strategic recommendations.
Support the design and presentation of executive benefits solutions, including key-person insurance, buy-sell agreements, and deferred compensation plans.
Assist in integrating life insurance products into broader corporate benefit strategies.
Work closely with internal underwriting, sales, and service teams to ensure smooth case implementation.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Life Insurance IllustrationsCarrier Illustration SoftwareWhole Life InsuranceIndexed Universal Life (IUL)Variable Life Insurance (VUL)Supplemental Executive Retirement Plans (SERPs)Microsoft Office SuiteFinancial Data InterpretationExecutive Benefits Strategies

Required

Bachelor’s degree in Business, Finance, Economics, or related field preferred.
Proficiency in running life insurance illustrations (whole life, IUL, VUL).
Prior experience in a life insurance brokerage or executive benefits environment is highly desirable.
Strong analytical skills with an ability to interpret and present complex financial data.
Proficient in using carrier illustration software and Microsoft Office Suite.

Preferred

Familiarity with SERPs or other executive benefit strategies is a plus but not required.

Company

Insurance Recruiting Solutions

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Insurance Recruiting Solutions provides staffing and recruiting services exclusively to the insurance industry.
dateFounded in 2023
people-size1 employee
web-link
https://insurancerecruitingsolutions.com/

Funding

Current Stage
Early Stage
Company data provided by crunchbase
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Orion

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