Schechter · 3 hours ago

Life Insurance Case Design & Product Analyst

United States

Full-time

Remote

Mid Level

3+ years exp

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Responsibilities

Create life insurance illustrations using carrier software & analyze life insurance illustrations to determine which insurance company, product and funding design is best suited for the specific client and their objective(s).

Prepare and maintain spreadsheets, charts, and graphs to help in client communication and education using visuals and comparative analysis. Document findings and recommendations for clients and advisors.

Handle ongoing reporting for specific clients and internal documents (Annual Reviews/Internal Grids/Guides, i.e.).

Maintain and develop our 'toolbox' of analysis such as back test data, rolling periods, graphical representations, updating 'toolbox' material to preserve integrity of marketing materials.

Assist the insurance design manager on related/assigned projects.

Other duties as assigned or requested by the organization.

Qualification

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Life Insurance Case DesignCarrier SoftwareExcel ProficiencyPremium Finance ExperienceSpreadsheetsInternal WholesalingGraphsCharts