Claire Myers Consulting
Head of Case Design & Policy Services
Claire Myers Consulting - Northbrook, Illinois, United States
Work at Claire Myers Consulting
Overview
- View job
Overview
Our client, a well-regarded insurance-focused advisory firm, is seeking a knowledgeable and detail-oriented Head of Case Design & Policy Services to support their high-net-worth clients and advisory team. This role is ideal for a candidate with strong expertise in insurance products, and case design, who is also organized and eager to grow. The position requires a blend of technical skill and client-focused service, assisting Advisors in delivering tailored insurance solutions that meet clients’ unique financial goals.
Key Responsibilities
Assist with insurance case design, supporting advisors in crafting customized strategies for high-net-worth clients. Maintain deep knowledge of insurance products, staying informed on industry trends, regulatory changes, and product updates. Organize and manage client service tasks, maintaining accurate and up-to-date records, files, and client information. Collaborate with the advisory team and provide hands-on client support.
Qualifications
Minimum of 5 years of experience in a client service role within the insurance or financial services industry. Strong expertise in insurance products, with a background in case design and underwriting. Highly organized and able to manage multiple tasks with attention to detail. Coachable and willing to learn from experienced advisors and improve processes as needed. Excellent communication skills, with a client-centered approach and the ability to build trusting relationships.
Benefits
Hybrid work schedule with flexible in-office days and potential remote option Comprehensive benefits package, including health insurance, retirement plans, and ongoing professional development opportunities.
Compensation
Base Salary:
$110,000 - $125,000, depending on experience and qualifications
Key Responsibilities
Assist with insurance case design, supporting advisors in crafting customized strategies for high-net-worth clients. Maintain deep knowledge of insurance products, staying informed on industry trends, regulatory changes, and product updates. Organize and manage client service tasks, maintaining accurate and up-to-date records, files, and client information. Collaborate with the advisory team and provide hands-on client support.
Qualifications
Minimum of 5 years of experience in a client service role within the insurance or financial services industry. Strong expertise in insurance products, with a background in case design and underwriting. Highly organized and able to manage multiple tasks with attention to detail. Coachable and willing to learn from experienced advisors and improve processes as needed. Excellent communication skills, with a client-centered approach and the ability to build trusting relationships.
Benefits
Hybrid work schedule with flexible in-office days and potential remote option Comprehensive benefits package, including health insurance, retirement plans, and ongoing professional development opportunities.
Compensation
Base Salary:
$110,000 - $125,000, depending on experience and qualifications