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Life Insurance Case Designer

Employer
Capstone Search Group
Location
Working from home
Salary
$80k to $110k
Closing date
Jun 7, 2022

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Job Details

About the Role

Leading boutique executive benefits consulting firm. Clients are highly compensated executives and directors of large corporations.

As a Case Designer, the individual will develop financial models, run financial analysis, insurance illustrations, and assist in the organization of presentations for complex benefit solutions.

Duties & Responsibilities

  • Run financial modeling
  • Run Permanent life insurance illustrations through multiple carriers’ software
  • Assist in developing the optimal life insurance solution for the goals presented by the producer or client
  • Assist with any application process between client and insurance carrier
  • Assist with underwriting process and ordering medical requirements
  • Assist in client service or sales calls to discuss solutions, contract language, underwriting, or questions around the plans in question
  • Continue to develop a strong understanding of executive benefit planning and industry knowledge

Skills & Experience

  • Expertise in Excel is a must
  • Analytical, able to analyze complex data with accuracy and decisiveness
  • Strong organizational, verbal, and written communications skills
  • Life insurance case design experience
  • Must be proficient with the following formulas: IRR, NPV, PV, FV, PMT, RATE, IF, IFS, GOALSEEK, FORECAST, VLOOKUP, INDEX, SUMIF, COUNTIF, OFFSET

Compensation

$80k to $110k

Company

Capstone Search Group is an insurance recruiting firm that offers creative, unique staffing solutions for the insurance industry! Our clients include insurance companies, agencies, brokers and intermediaries. Our goal as insurance recruiters is to help insurance organizations identify, attract and retain experienced talent that impacts immediate openings and promotes future growth. We offer Direct Hire (Contingency Search, Engaged/Retained and Recruitment Process Outsourcing [RPO]) and Contract Solutions (long-term contract, 1099 and temp-to-perm).

Company info
Website
Telephone
5152165457
Location
10647 Justin Drive
Urbandale
IA
50322
US

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