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Jobs or company...

Life Insurance Senior Case Designer

Salary undisclosed

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Dice
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Job Description

Job Description

Job Title: Senior Life Insurance Case Designer

Location: Hybrid remote in Coral Gables, FL 33134

Job Type: Full-time 80k-120k


Company Overview

Join our team as a Senior Life Insurance Case Designer and contribute to our mission of delivering bespoke insurance solutions. We value deep expertise in life insurance products and a commitment to excellence in client service. If you thrive in a dynamic environment and are driven by innovation in financial planning, we want to meet you.


Responsibilities
  • Case Design and Analysis: Craft sophisticated life insurance plans for high-net-worth clients and enterprises. Assess clients financial goals to deliver personalized advice using cutting-edge tools.
  • Client Consultation: Collaborate with financial advisors to refine client strategies, simplifying complex information to assist decision-making processes. Offer continuous policy guidance and strategic enhancements.
  • Product Expertise: Remain at the forefront of industry trends and product developments. Influence product innovation and impart your knowledge through internal training and workshops.
  • Compliance and Documentation: Guarantee that all procedures and recommendations adhere to legal standards and internal guidelines, meticulously documenting all case details.
  • Leadership: Mentor junior designers, lead operational enhancements, and uphold a culture of professional growth and cooperation.
Qualifications
  • Bachelor s degree in Finance, Business Administration, or related field; advanced degrees or certifications (e.g., CFP, CLU, ChFC) preferred.
  • 7-10 years experience in life insurance design, underwriting, or similar roles.
  • Comprehensive knowledge of various life insurance products.
  • Exceptional analytical, communication, and presentation skills.
  • Proficiency in using advanced case design software.
  • Demonstrated professionalism and integrity.
Benefits
  • Competitive 401(k) plan
  • Comprehensive health, dental, and vision insurance
  • Employer-provided life insurance
  • Generous Paid Time Off (PTO)

To Apply: Please contact [email protected]

Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.
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