Case Design Specialist

The Coyle Company; Boston (MA); Hybrid; USD 110,000 - 160,000; Full time

Benefits offered by this job

Competitive salary

Medical

Dental

Vision

Disability

Life

401k with match

Hybrid work schedule

Volunteer opportunities

Professional development opportunities

Job summary

The Coyle Company is a boutique life insurance planning firm that designs and manages sophisticated portfolios for ultra-affluent families.

As a Case Design Specialist, you will support sales functions and policy service, collaborating with the Case Design Team and Client Relationship Managers to develop insurance solutions integrated with estate and wealth transfer planning for exceptional advisor and client outcomes.

Qualifications

• Bachelor's degree required.
• 5+ years of life insurance case design experience with exposure to advanced planning techniques.
• Strong quantitative, analytical, and problem-solving skills with meticulous attention to detail.
• In-depth knowledge of insurance products, carrier illustration software, marketing resources, and estate planning concepts.

Responsibilities

• Support New Business efforts: collaborate with Producers and Case Design to develop client opportunities from prospect to final sales presentation.
• Understand, illustrate, and present a range of life insurance products including PPLI, and generate pricing analyses and funding recommendations.
• Support Client Service by evaluating policies for suitability and updating review materials.
• Contribute to internal planning meetings and special projects with a client-first, service-excellence mindset.

Skills

Quantitative analysis

Analytical thinking

Problem-solving

Communication skills

Interpersonal skills

Sales support

Client relationship management

Education

Bachelor's degree

Tools

Microsoft Office

Advanced Excel

Salesforce

Job description

The Coyle Company is a boutique life insurance planning firm that specializes in designing and managing sophisticated life insurance portfolios that help ultra-affluent families distribute their wealth as they intend. As a Case Design Specialist, you will play a vital role in supporting our sales functions and policy service. Collaborating closely with the Case Design Team, Client Relationship Managers, and other team members, you will help develop and model sophisticated insurance solutions that integrate with advanced estate and wealth transfer planning strategies to drive exceptional advisor and client outcomes.

The Coyle Company is a boutique life insurance planning firm that specializes in designing and managing sophisticated life insurance portfolios that help ultra-affluent families distribute their wealth as they intend. As a Case Design Specialist, you will play a vital role in supporting our sales functions and policy service. Collaborating closely with the Case Design Team, Client Relationship Managers, and other team members, you will help develop and model sophisticated insurance solutions that integrate with advanced estate and wealth transfer planning strategies to drive exceptional advisor and client outcomes.

Support New Business Efforts

• · Collaborate with Producers, Director of Case Design, and Head of Advanced Planning to support the development of client opportunities from the initial prospect phase through the final sales presentation:
• o Collect and interpret estate data and case information to gain fundamental understanding of case and determine planning approach
• o Understand, illustrate, and present a range of life insurance products including PPLI
• o Generate pricing analyses, build illustration comparisons, and model funding recommendations for prospective clients, including scenarios that incorporate advanced estate planning techniques such as lifetime gifting, split dollar, private financing, and GRAT funding.
• o Initiate and participate in internal planning meetings relevant to assigned active cases
• · Conduct policy reviews, applying critical thinking to identify strengths and weaknesses from both product and planning perspectives
• · Be a reliable and trusted team member to help with special projects and contribute during internal planning meetings.
• · Foster a positive work environment by demonstrating proficiency, enthusiasm, teamwork, and adherence to high-quality standards, including confidentiality requirements.

Support Client Service

• · Work collectively with Director of Client Experience to evaluate insurance policies for suitability, propose potential policy enhancements or required changes, and update policy review materials.
• · Order, review, and make an inventory of in-force illustrations for prospective clients and existing clients.
• · Cultivate and maintain relationships with key personnel at insurance carriers.

Requirements

• A bachelor’s degree required.
• A minimum of 5+ years of experience in life insurance case design, with meaningful exposure to advanced planning techniques.
• Possess strong quantitative, analytical, and problem-solving skills with meticulous attention to detail.
• Demonstrate in-depth knowledge of insurance products, carrier illustration software, marketing resources, and advanced markets planning techniques, including lifetime gifting and trust funding strategies, split dollar, private financing, GRAT funding, and related estate and business planning concepts.
• Experience in financial modeling with the desire to develop and enhance both sales and service presentations.
• Capable of conducting oneself with a focus on service excellence and client-first decision making.
• Be a self-starter with the ability to excel in a dynamic, fast-moving environment with excellent interpersonal and communication skills.
• Experience with organization, prioritization, and multitasking skills to manage daily workflow.
• Proficiency in Microsoft Office Suite, Advanced Excel, Salesforce (preferred).
• Candidates residing within 50 miles of our Boston office are required to report on site twice a week.

Benefits

The Coyle Company supports all team members through a comprehensive suite of benefits and perks, including:

• Competitive salary
• Medical
• Dental
• Vision
• Disability
• Life
• 401k with match
• HRA
• Hybrid work schedule
• Community engagement/volunteer opportunities
• Professional development opportunities

The Coyle Company is committed to creating a diverse environment and is proud to be an Equal Opportunity Employer. We believe strongly in fair hiring practices and in creating a welcoming environment for all team members. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Diversity drives innovation; inclusion drives success. We believe a multitude of approaches and ideas enable us to deliver the best results for our workforce, workplace, and clients.

The Coyle Company is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment and activities.

Disclosures

Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. The Coyle Company is independently owned and operated. The Coyle Company is a member of M Financial Group. Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship.

Check the background of this firm and/or investment professional on FINRA’s BrokerCheck

For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to mfin.com/m-securities.

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider.

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