Case Designer

Found in: Appcast US C2 - 1 week ago

Schaumburg, United States FIG Talent Solutions Full time

JOIN OUR TEAM TODAY

One of our top Clients has a newly created Insurance Analyst and Case Designer (Life Insurance and Annuity) position available.

YOUR ROLE:

  • Develop compelling product illustrations for Financial Advisors and Retirement Planners to utilize during their client presentations.
  • Analyze client’s current policies and future planning needs.
  • Provide reasonable and understandable product or outcome concepts derived from complex calculations.
  • Develop and maintain a knowledge base of insurance products offered by this firm.
  • Understand, Illustrate and present a spectrum of insurance and annuity products
  • Prepare complex and technical Excel presentations for clients and Advisors
  • Understand the income tax attributes of life insurance/annuity, and how changes in tax and other legislation will impact the analyses

WHY YOU ARE THE RIGHT PERSON:

  • Bachelor’s degree in Business, Marketing, Finance, Economics, Math and/or 3+ years in a Case Design, Actuary, or Underwriting role within a financial services practice.
  • Advanced MS Excel skills
  • Knowledge of life insurance and annuity products
  • Strong ability to understand, evaluate, and present technical and analytical information

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