Conduct financial analysis of executive benefit plans and life insurance products for prospective and existing clients
Prepare proposals for prospective and existing clients, including financial projections and recommendations
Use Excel templates and insurance carrier software to create illustrations and financial exhibits projecting retirement income, benefit plan expenses, benefit financing cash flows, and financing strategies
Analyze illustrations to make recommendations on plan design, insurance carrier selection, product selection, and configuration to maximize plan design and costs within applicable constraints
Provide consultative case design and technical solutions to support the Consulting and Client Administration teams
Review in-force policies, generate illustrations, and collaborate with insurance carriers
Adhere to existing procedures using plan design templates to create client-ready presentations
Support plan design sales efforts by providing analysis and strategic insights to the Consulting team

1-2 years of experience in the life insurance or nonqualified executive benefits industry
Proficiency in financial modeling
Knowledge of or ability to learn concepts regarding life insurance products, executive benefits plan design, and related financing strategies
Experience analyzing financial metrics such as impact on earnings, yields, and internal rates of return
Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word)
Experience with insurance carrier illustration software a plus
Bachelor’s degree or equivalent experience in a related field is preferred.

Case Design Analyst

Key skills