Product & Case Design Coordinator, Life Insurance

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

Location

We are open to hiring candidates located in Boca Raton, FL or the NY Metro area. Occasional travel to the office may be required.

Experience Requirement

Experience with Life Insurance products is required.

Job Overview

Vanbridge, an EPIC company, leads the insurance and risk advisory consultation space. EPIC Insurance Brokers & Consultants is a portfolio of companies with over $1B in revenue, providing expertise across risk management, property & casualty, benefits, specialty programs, and private client services.

We offer an exceptional opportunity for an experienced product, planning, and design expert in the Life Insurance profession. This professional advises a diverse group of clients—including RIAs, P&C firms, employee benefit professionals, CPA and law firms, private equity firms, high and ultra-high-net-worth individuals, and corporations—on world-class solutions and risk management.

The role involves strategy, execution, client consultation, policy analysis, recommendations, policy management, education, compliance, collaboration, market research, and continuous support across all facets of the position. You will build reviews, deliver clear vision, and collaborate with advisors and team members.

The Opportunity

We provide a professional, fast‑paced environment and a chance to grow and learn while maintaining a top spot among U.S. insurance brokerage firms.

Position Responsibilities

• Support key external and internal clients
• Manage multiple, concurrent projects and deliverables
• Play a role in Vanbridge’s growth and management, ensuring connectivity across all communications while guiding partners in strategy and execution
• Strong aptitude in technology
• Experience and knowledge with AI, Claude, and other tools
• Highly analytical with strong problem‑solving skills
• Highly customer‑focused, thinking strategically and providing a clear vision that promotes team collaboration
• Adept at excelling in a fast‑paced environment with changing business priorities and technological needs
• Client Consultation: Conduct thorough consultations with clients to understand their financial needs, goals, and risk tolerance
• Policy Analysis: Analyze various life insurance policies to determine the best fit for clients’ financial plans
• Recommendations: Provide tailored recommendations on life insurance policies that align with clients’ objectives
• Policy Management: Assist clients with the application process, policy management, and necessary adjustments to their coverage
• Education: Educate clients on the benefits and features of different annuity and life insurance solutions
• Compliance: Ensure all recommendations and transactions comply with regulatory requirements and company policies
• Collaboration: Work closely with advisors and other team members to integrate annuity and life insurance solutions into comprehensive financial plans
• Market Research: Stay up‑to‑date with industry trends, product developments, and regulatory changes
• Comprehensive understanding of the life insurance industry and individual life products, including UL, IUL, VUL, Term, WL, and the necessary product illustration systems
• Preparation for client meetings, including paperwork and presentation materials
• Prepares and delivers correspondence and other client communication
• Work collaboratively with advisors throughout the planning process to ensure accurate and prompt completion
• Work proactively in all facets of the role, consistently seeking new opportunities
• Proactively work with and respond to clients professionally
• Maintain carrier product information, rate changes and rules

Desired Skills and Experience Requirements

• Minimum two – three years of related experience
• Experience in insurance and financial services
• Bachelor’s Degree or equivalent work experience
• Expertise in life portfolio
• Life, Health, FINRA Series 6 or 7 and Series 63 (a plus or obtain within 90 days)
• Working knowledge of insurance industry software
• Ability to maintain a high level of confidentiality
• Enthusiastic and positive approach to problem‑solving and client service
• Proven track record with cross‑training, task‑sharing and mutually supportive teamwork
• Innovative, proactive time management and follow‑through to complete tasks
• Proven experience in client support, portfolio management, relationship management or paraplanner role within the financial services industry
• Diplomacy and strong business acumen with experience positively influencing others and improving processes
• Advanced computer skills and proficiency in AI, Claude, Microsoft Office products and CRM applications
• Highly organized and project‑management skills with flexibility to accommodate change
• Ability to prioritize workflow and deliverables based on advisor and client needs and impact
• Passion for the success of the team and colleagues, prioritizing the team’s goals before personal goals
• Ability to portray confidence, persuasiveness, and credibility over the phone, in virtual meetings and potentially in person

Compensation

The national average salary for this role is $65,000.00 – $80,000.00 in base pay, exclusive of any bonuses or benefits. Base pay will be determined based on experience, skills, training, certifications and education while considering internal equity and market data.

Benefits

• Generous Paid Time Off:
  • Managed PTO for salaried/exempt employees (personal time off without accruals or caps)
  • 22 PTO days for hourly/non‑exempt employees
  • 12 company‑observed paid holidays
  • 4 early‑close days
• Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, organ donor/bone marrow donor leave
• Employee referral bonus program of $1,500 per hired referral
• Employee recognition programs for demonstrating EPIC’s values plus additional awards and programs (and trips)
• Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
• Unique benefits such as pet insurance, identity theft & fraud protection coverage, legal planning, family planning, and menopause & midlife support
• Additional benefits include 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
• 50/50 work culture: EPIC fosters a culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment
• EPIC Gives Back – charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
• We’re in the top 10 of property/casualty agencies according to Insurance Journal

EEO Statement

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered helps us deliver the best outcomes to our clients.

California Applicants – View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf.

Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.