Our client, a well-regarded insurance-focused advisory firm, is seeking a knowledgeable and detail-oriented Head of Case Design & Policy Services to support their high-net-worth clients and advisory team. This role is ideal for a candidate with strong expertise in insurance products, and case design, who is also organized and eager to grow. The position requires a blend of technical skill and client-focused service, assisting Advisors in delivering tailored insurance solutions that meet clients’ unique financial goals.
Key Responsibilities
- Assist with insurance case design, supporting advisors in crafting customized strategies for high-net-worth clients.
- Maintain deep knowledge of insurance products, staying informed on industry trends, regulatory changes, and product updates.
- Organize and manage client service tasks, maintaining accurate and up-to-date records, files, and client information.
- Collaborate with the advisory team and provide hands-on client support.
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 and improve processes as needed.
- Excellent communication skills, with a client-centered approach and the ability to build trusting relationships.
Benefits
- Hybrid work schedule with flexible in-office days and potential remote option
- Comprehensive benefits package, including health insurance, retirement plans, and ongoing professional development opportunities.
Compensation
Base Salary: $110,000 - $125,000, depending on experience and qualifications