Lead Insurance Case Design & Policy Services

Claire Myers Consulting; Chicago (IL); Hybrid; USD 85,000 - 110,000; Full time

Benefits offered by this job

Health insurance

Retirement plans

Professional development opportunities

Job summary

An insurance-focused consulting firm is seeking a Head of Case Design & Policy Services in the Greater Chicago Area. The ideal candidate will have at least 5 years of client service experience, expertise in insurance products, and strong organization skills. This hybrid role involves assisting advisors with customized insurance strategies and maintaining relationships with high-net-worth clients. A comprehensive benefits package is offered with a salary range of $85,000 - $110,000.

Qualifications

• Minimum of 5 years of experience in a client service role within the insurance or financial services industry.
• Strong expertise in insurance products, with a background in case design and underwriting.
• Highly organized and able to manage multiple tasks with attention to detail.
• Coachable and willing to learn from experienced advisors.
• Excellent communication skills with a client-centered approach.

Responsibilities

• Assist with insurance case design for high-net-worth clients.
• Maintain deep knowledge of insurance products and industry trends.
• Organize client service tasks and maintain accurate records.
• Collaborate with the advisory team and provide client support.

Skills

Client service experience

Insurance product expertise

Organization

Communication skills

Job description

An insurance-focused consulting firm is seeking a Head of Case Design & Policy Services in the Greater Chicago Area. The ideal candidate will have at least 5 years of client service experience, expertise in insurance products, and strong organization skills. This hybrid role involves assisting advisors with customized insurance strategies and maintaining relationships with high-net-worth clients. A comprehensive benefits package is offered with a salary range of $85,000 - $110,000.