We are seeking a skilled and detail-oriented Case Designer to join our team. As a Case Design & Product Analyst, you will play a critical role in designing customized insurance solutions and presenting in-depth product analysis. Your expertise in case design, exceptional analytical skills, and ability to communicate complex information will contribute to the success of our clients and our organization.
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.
- 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.
Competencies
- In-depth knowledge of life insurance marketplace and current carrier software.
- Exceptional attention to detail to ensure accuracy of information.
- Proficient Excel literacy, including experience with Pivot Tables and functions such as IF, INDEX, and VLOOKUP.
- Excellent communication skills, both verbal and written, with the ability to convey complex information concisely.
Required education and experience.
- Bachelor’s Degree
- Minimum 3 years’ experience as a Case Designer
Preferred education and experience
- Advanced Design & Premium Finance Experience
- Internal Wholesaling experience preferred (Carrier or BGA/IMO)
Supervisory Responsibilities
- Not Applicable
Physical Demands
Walking (10%), Standing (10%), Sitting (70%), Lifting (10%)
Please send resume to careers@schechterwealth.com