ALM First

Analyst

• 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

Case Design Analyst