Life Insurance Senior Case Designer

Job Title: Senior Life Insurance Case Designer

Location: Hybrid remote in Coral Gables, FL 33134

Job Type: Full-time 80k-120k

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.

• 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.

• 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.

• 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]