Analyst, PPLI

The Private Placement Life Insurance Analyst at NewEdge is responsible for analyzing and evaluating insurance policies, programs, and data and providing recommendations to advisors and management. This role bridges complex data and business application and requires strong skills such as adaptability, problem-solving, collaboration, and organization for success in the role.

Location: Stamford, CT or New York, NY

Key Responsibilities

Operational & Administrative Support: Manage and maintain client files, policy records, and CRM data.

Integration: Support producers and wealth advisors in aligning insurance solutions with broader financial, estate, and tax-planning strategies.

Data Collection & Analysis: Collect and analyze data on policyholders, policies, and premiums to identify trends and patterns.

Risk Assessment: Assess potential risks associated with various insurance policies to determine appropriate coverage and premium rates.

Reporting & Presentation: Prepare detailed reports, dashboards, and presentations on premiums and other key metrics for internal stakeholders and management.

Policy & Program Evaluation: Review existing insurance policies and programs to identify gaps, ensure accuracy, and recommend enhancements or changes to improve effectiveness and compliance.

Collaboration: Act as a communication bridge between the producer, insurance partners, and carrier home offices to ensure efficient case flow and accurate compensation tracking.

Process Improvement: Identify operational inefficiencies and assist in developing and implementing solutions to enhance productivity, accuracy, and automation.

Customer Support (Internal/External): Provide support by addressing complex inquiries and explaining policies.

Qualifications

Education: A Bachelor's degree in Finance, Economics, Statistics, Business Administration, or a related quantitative field is required.

Experience: Prior experience in private placement life insurance is preferred.

Analytical Skills: Strong analytical and critical‑thinking skills are essential for dissecting complex data, identifying trends, and solving problems.

Communication: Excellent written and verbal communication skills to clearly articulate complex findings and recommendations to diverse stakeholders.

Attention to Detail: Meticulous attention to detail is crucial for reviewing policies and data to prevent errors and ensure compliance.

Licenses/Certifications: Professional certifications such as Chartered Life Underwriter (CLU) is a plus. May be required to obtain a relevant state insurance license within a specified timeframe.

Salary: $80,000 - $95,000, based on experience

About the Organization
EdgeCo Holdings is made up of several affiliated companies including AmericanTCS and NewEdge Capital Group that have been providing a suite of technology and support services to financial intermediaries and their clients, including full‑service retirement plan administration, wealth management, brokerage, advisory, and trust and custody solutions for over four decades.

NewEdge Capital Group provides best‑in‑class technology‑enabled solutions and support services to financial advisors and their clients. Comprised of NewEdge Wealth, NewEdge Advisors, and NewEdge Securities, they have over $75 billion in client assets and support over 450+ financial advisors servicing several thousand households, family offices and institutions comprising more than 75,000 client accounts.

What We Offer
Compensation will be comprised of a base salary and an opportunity to qualify for bonus(es) or commissions. EdgeCo Holdings' benefit package includes health, dental, vision, short‑term disability, long‑term disability, life insurance, PTO and 401(k) match (after applicable waiting periods).

Applications will be accepted on an ongoing basis.

EOE Statement : EdgeCo Holdings, along with its subsidiaries, is an equal opportunity employer and does not unlawfully discriminate against employees or applicants for employment on the basis of an individual’s race, color, religion, creed, sex, sexual orientation, national origin, age, disability, marital status, veteran status or any other status protected by applicable law.

This position is currently accepting applications.

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