Confidential
Advanced Case Design Consultant
Confidential - Roslindale, Massachusetts, United States, 02131
Work at Confidential
Overview
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Overview
Note: This employer is open to candidates who want to work remote.
Advanced Case Design Consultant
Location:
Fully Remote
Compensation:
$80,000-$130,000
Industry:
Executive Benefits | Life Insurance | Financial Services
About the Role Our client is a specialized, fully remote consulting firm known for delivering high-level financial and insurance-based solutions to corporate executives and directors. With a focus on tailored benefit strategies, they combine precision, innovation, and integrity to meet complex client needs.
They are seeking a
Senior Case Design Analyst
to support the development and presentation of sophisticated insurance illustrations and benefit designs. This is a strategic and collaborative role, perfect for someone who enjoys digging into the details, working across teams, and shaping impactful financial outcomes.
Key Responsibilities
Create and analyze advanced life insurance illustrations (Whole Life, IUL, VUL) using carrier-provided software.
Align illustrations with each client’s financial objectives and corporate benefit goals.
Translate complex financial data into clear insights for advisors and stakeholders.
Collaborate with internal and external partners to design customized solutions, including:
Executive benefit plans
Key-person insurance
Buy-sell agreements
Deferred compensation strategies
Develop compelling client-facing presentations and proposals.
Coordinate with underwriting, service, and sales teams for smooth case implementation.
Contribute to firm-wide best practices in modeling, benefit design, and client service.
Qualifications & Experience
Bachelor’s degree in Business, Finance, Economics, or related field (preferred).
Demonstrated experience in life insurance case design and illustration.
Familiarity with executive benefits strategies, SERPs, or corporate benefit design (a plus).
High proficiency in carrier illustration software and Microsoft Office.
Strong analytical, communication, and project coordination skills.
Previous experience at a life insurance brokerage or executive benefits firm is highly desirable.
Comfortable working in a remote, fast-paced, and collaborative environment.
Compensation & Benefits
Base Salary:
$70,000 – $100,000
Fully remote work environment
Comprehensive benefits package
Interested in working from home? This employer is open to candidates who want to work remote. Salary/Compensation: $80,000 - $130,000 per year
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Fully Remote
Compensation:
$80,000-$130,000
Industry:
Executive Benefits | Life Insurance | Financial Services
About the Role Our client is a specialized, fully remote consulting firm known for delivering high-level financial and insurance-based solutions to corporate executives and directors. With a focus on tailored benefit strategies, they combine precision, innovation, and integrity to meet complex client needs.
They are seeking a
Senior Case Design Analyst
to support the development and presentation of sophisticated insurance illustrations and benefit designs. This is a strategic and collaborative role, perfect for someone who enjoys digging into the details, working across teams, and shaping impactful financial outcomes.
Key Responsibilities
Create and analyze advanced life insurance illustrations (Whole Life, IUL, VUL) using carrier-provided software.
Align illustrations with each client’s financial objectives and corporate benefit goals.
Translate complex financial data into clear insights for advisors and stakeholders.
Collaborate with internal and external partners to design customized solutions, including:
Executive benefit plans
Key-person insurance
Buy-sell agreements
Deferred compensation strategies
Develop compelling client-facing presentations and proposals.
Coordinate with underwriting, service, and sales teams for smooth case implementation.
Contribute to firm-wide best practices in modeling, benefit design, and client service.
Qualifications & Experience
Bachelor’s degree in Business, Finance, Economics, or related field (preferred).
Demonstrated experience in life insurance case design and illustration.
Familiarity with executive benefits strategies, SERPs, or corporate benefit design (a plus).
High proficiency in carrier illustration software and Microsoft Office.
Strong analytical, communication, and project coordination skills.
Previous experience at a life insurance brokerage or executive benefits firm is highly desirable.
Comfortable working in a remote, fast-paced, and collaborative environment.
Compensation & Benefits
Base Salary:
$70,000 – $100,000
Fully remote work environment
Comprehensive benefits package
Interested in working from home? This employer is open to candidates who want to work remote. Salary/Compensation: $80,000 - $130,000 per year
recblid m2iccqolpfxndz2vrgowdra4jdac72