Life Insurance / Annuities - IUL or VUL Case Design Analyst

Up to $78,000 Flex to start plus outstanding company-sponsored benefits

Skokie Area

Position Type:
Full-time | Direct-hire

Job Description:

Life Insurance / Annuities - IUL or VUL Case Design Analyst
Up to $78,000 to start plus full company-sponsored benefits
Skokie, IL - Near North Suburbs of Chicago

If you fit the ideal candidate profile, training will be provided to meet the specific responsibilities of a Case Design Analyst.

Your job duties will include:

- By utilizing your analytical skills in conjunction with various industry-specific software and tools, you will assist the Sales Team to design and create offerings, illustrations and strategies based on individual case research and modeling for new policies
- Conducting performance analysis and forecasting results on existing policies
- If policies are not performing as expected, making recommendations for revised and/or new strategies
- Coordinating all activity with the Case Manager, Customer Service Department and other team members
- Maintaining a broad knowledge of life insurance products, software, tools and resources
- Complying with common insurance standards and regulations as apprpriate

An ideal candidate profile will include the following experience:

- At least three years of financial analysis and analytical case study and/or design and/or modeling experience
- Knowledge of IUL [Indexed Universal Life] and VUL [Variable Universal Life] policies
- Knowledge of or experience working with Life Insurance, Annuities or similar products from within the Financial Services industries

In addition to the following qualifications:

- Advanced proficiency with Microsoft Excel
- Advanced written presentation skills
- Relationship-building and communication skills
- Advanced analytical and critical-thinking skills
- Advanced numerical aptitude
- Accuracy and attention-to-detail in your work
- The ability to prioritize successfully and consistently meet deadlines

PLUSES... That may enable you to stand out as a candidate for this job include:

+++ Life Insurance License

+++ Advanced case design proficiency

+++ Experience with IUL [Indexed Universal Life] and VUL [Variable Universal Life] policies

+++ Knowledge of COMDEX ratings (composite index ratings)

+++ An understanding of universal and whole life insurance, MEC [modified endowment contract] and taxable events with life insurance

Our client is a leading provider of insurance and other employee benefits.

Please submit your resume by using the Apply Now feature.

All resumes submitted will be reviewed based on the candidate profile listed above.

Candidates with the most relevant background will be selected first and asked to participate in a screening.

Initial screenings can be done in-person during office hours, before or after hours, by Skype or by phone if needed.

JG ID #19-1260 - Skokie, IL 60077

Relevant Skills, Experience, Industries:
Insurance Finance-Financial Services Insurance, Financial, Banking, Insurance, Real Estate, Investment, Related Services

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