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Product & Case Design Coordinator, Life InsuranceEpic-Insurance-Brokers- • Jersey City, New Jersey, United States
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Product & Case Design Coordinator, Life Insurance

Epic-Insurance-Brokers-
  • US
    Jersey City, New Jersey, United States
  • US
    Jersey City, New Jersey, United States
Jetzt Bewerben

Über

Location We are open to hiring candidates located in the Boca Raton, FL or the NY Metro area as occasional travel in the office may be required.
Job Overview Come join Vanbridge, an EPIC company and its Life & Executive Benefits platform to continue our lead in the insurance and risk advisory consultation space. EPIC Insurance Brokers & Consultants along with our family of companies has revenues over $1 Billion. We are proud to consistently be a best place to work with outstanding benefits, camaraderie around the country. Today, we are a unique and innovative risk management, executive and employee benefits insurance brokerage and consulting firm with offices and leadership across the country. EPIC Insurance Brokers & Consultants has a depth of industry expertise across key lines of insurance, including risk management, property and casualty, benefits, unique specialty program insurance and private client services.
Opportunity We are excited to offer an exceptional opportunity for an experienced product, planning and design expert in the Life Insurance profession. This professional will advise our clients on the best options and build reviews. Our clients include RIAs, P&C and Employee Benefit professionals, CPA and Law Firms, to private equity firms, high and ultra‑high‑net‑worth individuals and corporations all counting on us to provide world class solutions and experience within the insurance and risk management space. You will design, implement and analyze effective strategies that align with our clients’ goals. This position is a role in strategy and execution, including development, positioning, creativity and execution. As a successful hire, you will be responsible for assisting in developing strategies, planning and coordinating efforts, communicating plans to those involved, and building awareness and positioning.
Position Responsibilities
Support key external and internal clients
Manage multiple, concurrent projects and deliverables
Play an important role in Vanbridge’s growth and management, as applicable, ensuring connectivity across all communications while guiding and supporting 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 with the ability to think strategically and provide a clear vision that promotes team collaboration
Adept at excelling in a fast‑paced environment with changing business priorities and technological needs
Conduct thorough consultations with clients to understand their financial needs, goals, and risk tolerance
Analyze various life insurance policies to determine the best fit for clients’ financial plans
Provide tailored recommendations on life insurance policies that align with clients' objectives
Assist clients with the application process, policy management, and any necessary adjustments to their coverage
Educate clients on the benefits and features of different annuity and life insurance solutions
Ensure all recommendations and transactions comply with regulatory requirements and company policies
Work closely with advisors and other team members to integrate annuity and life insurance solutions into comprehensive financial plans
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
Prepare for client meetings, including paperwork, and prepare presentation materials
Prepare and deliver correspondence and other client communication
Work collaboratively with Advisors throughout the planning process to ensure completed accurately and promptly
Work proactively in all facets of the role, consistently seeking out new opportunities
Proactively work with and respond to clients professionally
Be aware of and 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
Experts 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
Must be able to innovate, proactively manage time and follow through to complete tasks
Proven experience working in client support, portfolio management, relationship management or paraplanner role, within the financial services industry
Diplomacy and strong business acumen with proven experience positively influencing others and developing and improving business processes
Advanced computer skills and proficiency in AI, Claude, Microsoft Office products and CRM applications
Highly organized and project management skills required; ability to shift and reorganize in order to accommodate change
Ability to prioritize workflow and requests for deliverables based on stated needs of advisor and client relationships and their meaningfulness and impact to the success of the business unit
Equivalent level of passion pertaining to the success of the team and his/her colleagues in comparison to one's own desired career path and measure of success, i.e. team player first
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 and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also 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 starting out 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, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition 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 (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
EPIC Gives Back – Some of our 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”
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 to deliver the best outcome to our clients.
As set forth in EPIC Brokers’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.
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.
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  • Jersey City, New Jersey, United States

Sprachkenntnisse

  • English
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