Life Insurance Senior Case Designer Job at APR, Miami, FL

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  • APR
  • Miami, FL

Job Description

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 swhite@aprcareers.com

Job Tags

Full time, Remote work,

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