Life Insurance Product & Case Design Lead

EPIC Insurance Brokers & Consultants; Greenwich (CT); Hybrid; USD 65,000 - 80,000; Full time

Benefits offered by this job

Generous Paid Time Off

401(k) matching

Medical, dental, and vision insurance

Employee referral bonus program

Unique benefits including pet insurance

Job summary

EPIC Insurance Brokers & Consultants is seeking an experienced product, planning, and design expert in the Life Insurance profession to drive client consultations and strategy execution. This role includes analyzing policies and offering tailored recommendations to a diverse group of clients, ensuring top-tier service and compliance.

The ideal candidate will have at least two years of experience in insurance services and a Bachelor's Degree. With a focus on collaboration and continuous support, successful applicants will thrive in a fast-paced environment.

Qualifications

• Minimum two – three years of related experience in insurance and financial services.
• Expertise in life portfolio and relevant certifications (Series 6, 7, and 63 preferred).
• Advanced proficiency in technology and industry software.

Responsibilities

• Support key external and internal clients with diverse needs.
• Manage multiple projects and deliverables effectively.
• Conduct thorough consultations with clients to understand their financial needs.

Skills

Client consultation

Policy analysis

Project management

Analytical skills

Technological aptitude

Knowledge of life insurance products

Education

Bachelor’s Degree or equivalent work experience

Tools

AI tools

CRM applications

Microsoft Office products

Job description

EPIC Insurance Brokers & Consultants is seeking an experienced product, planning, and design expert in the Life Insurance profession to drive client consultations and strategy execution. This role includes analyzing policies and offering tailored recommendations to a diverse group of clients, ensuring top-tier service and compliance.

The ideal candidate will have at least two years of experience in insurance services and a Bachelor's Degree. With a focus on collaboration and continuous support, successful applicants will thrive in a fast-paced environment.