ALM First

Case Design Analyst

ALM First

full-time

Posted on:

Location Type: Remote

Location: United States

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Job Level

Junior

About the role

  • 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

Requirements

  • 1-2 years of experience in the life insurance or nonqualified executive benefits industry, with 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
  • Excellent analytical, organizational, and project management skills with attention to detail
  • Strong verbal and written communication skills for creating client-facing materials
  • Bachelor’s degree or equivalent experience in a related field is preferred.
Benefits
  • Tailored executive benefits consulting
  • Plan design and funding solutions
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial analysisfinancial modelingfinancial projectionsbenefit plan designinsurance product knowledgeanalyzing financial metricsproject management
Soft Skills
analytical skillsorganizational skillsattention to detailverbal communicationwritten communication