Case Design Specialist - Hybrid/Advanced Planning

The Coyle Company; Boston (MA); Hybrid; USD 110.000 - 160.000; Vollzeit

Benefits dieser Stelle

Competitive salary

Medical

Dental

Vision

Disability

Life

401k with match

Hybrid work schedule

Volunteer opportunities

Professional development opportunities

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Quantitative analysis

Analytical thinking

Problem-solving

Communication skills

Interpersonal skills

Sales support

Client relationship management

Ausbildung

Bachelor's degree

Tools

Microsoft Office

Advanced Excel

Salesforce

Jobbeschreibung

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.