Senior Case Designer - Life Insurance
Life Brokers - Coral Gables, Florida, us, 33114![Life Brokers](/api/image?src=https%3A%2F%2Fgeneral-board-default.s3.us-east-2.amazonaws.com%2Fpublic%2Fimages%2Fdesk-360x180.webp&w=640&q=75&f=webp)
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Overview
Increase your chances of reaching the interview stage by reading the complete job description and applying promptly.We are seeking a highly experienced and detail-oriented Senior Life Insurance Case Designer to join our dynamic team. The ideal candidate will have a deep understanding of life insurance products, advanced case design strategies, and a proven track record in developing comprehensive insurance solutions tailored to client needs. This role requires strong analytical skills, excellent communication abilities, and a commitment to providing exceptional service to both internal and external clients.
Key Responsibilities:
Case Design and Analysis:
Develop and design complex life insurance solutions for high-net-worth individuals and businesses.
Analyze client needs, financial situations, and objectives to create tailored insurance plans.
Utilize advanced software and tools to model various life insurance scenarios and outcomes, including Premium Finance.
Client Consultation and Support:
Work closely with financial advisors, agents, and clients to understand their unique requirements.
Present and explain complex insurance concepts and solutions in an easily understandable manner.
Provide ongoing support and recommendations to clients and advisors regarding existing policies and potential enhancements.
Product Expertise and Development:
Stay updated with the latest life insurance products, market trends, and regulatory changes.
Collaborate with product development teams to provide insights and feedback on new product designs and enhancements.
Conduct training sessions and workshops for internal teams and advisors on advanced case design strategies and product features.
Documentation and Compliance:
Ensure all case designs and recommendations comply with industry regulations and company policies.
Maintain detailed and accurate records of all case designs, client interactions, and recommendations.
Assist in the development and maintenance of case design templates, tools, and resources.
Team Leadership and Mentorship:
Provide guidance and mentorship to junior case designers and support staff.
Lead special projects and initiatives to improve case design processes and client service delivery.
Foster a collaborative and positive team environment, promoting continuous learning and development.
Qualifications:
Bachelor’s degree in Finance, Business Administration, or a related field; advanced degrees or professional designations (e.g., CFP, CLU, ChFC) are highly desirable.
Minimum of 7-10 years of experience in life insurance case design, underwriting, or a related field.
In-depth knowledge of life insurance products, including term, whole, universal, and variable life insurance.
Strong analytical and problem-solving skills with the ability to interpret complex financial data.
Excellent communication and presentation skills, with the ability to convey complex concepts to diverse audiences.
Proficiency in advanced case design software and tools.
High level of integrity, professionalism, and attention to detail.
Ability to work independently and collaboratively in a fast-paced environment.
Benefits:
401k
Health Insurance
Dental & Vision Insurance
Life Insurance
PTO
Job Type: Full-time
Work Location: Hybrid remote in Coral Gables, FL 33134
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