Life Insurance Product & Case Design Lead

EPIC Insurance Brokers & Consultants; Boca Raton (FL); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Generous Paid Time Off

Employee referral bonus program

401(k) matching

Job summary

EPIC Insurance Brokers & Consultants is seeking an experienced Life Insurance expert in Boca Raton, FL. The role involves supporting clients through consultations, policy analysis, and education on life insurance solutions.

Ideal candidates should have a Bachelor's degree or equivalent work experience and at least two years in insurance, with strong problem-solving skills and ability in CRM and other tools. This position offers an opportunity to thrive in a dynamic environment while making an impact in the life insurance sector.

The salary ranges from $65,000 to $80,000 based on experience and qualifications.

Qualifications

• Minimum two to three years of related experience in insurance and financial services.
• Experience with life insurance products.
• Ability to maintain a high level of confidentiality.

Responsibilities

• Support key external and internal clients.
• Manage multiple projects and deliverables.
• Conduct thorough consultations with clients.

Skills

Client Consultation

Policy Analysis

Strong problem-solving skills

Experience with AI tools

Analytical skills

Education

Bachelor’s Degree or equivalent work experience

Tools

CRM applications

Microsoft Office

Job description

EPIC Insurance Brokers & Consultants is seeking an experienced Life Insurance expert in Boca Raton, FL. The role involves supporting clients through consultations, policy analysis, and education on life insurance solutions.

Ideal candidates should have a Bachelor's degree or equivalent work experience and at least two years in insurance, with strong problem-solving skills and ability in CRM and other tools. This position offers an opportunity to thrive in a dynamic environment while making an impact in the life insurance sector.

The salary ranges from $65,000 to $80,000 based on experience and qualifications.