Case Design Analyst
{"description": " Who We Are:
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.
NFP Meltzer specializes in life insurance solutions for affluent families, emphasizing generational wealth preservation. We oversee the full lifecycle of portfolio analysis, acquisition, and servicing, and provide expert guidance on advanced estate and insurance planning strategies. The design and marketing department focuses on illustration software, portfolio analysis, and developing client presentations. Our commitment to exceptional client service and operational excellence sets us apart in the industry.
The Case Design Analyst responsibilities include, but are not limited to:
- Attain comprehensive expertise in proprietary illustration systems and products of associated firms
- Generate insurance illustration iterations for demonstration purposes
- Analyze portfolio options and funding strategies
- Collaborate with NFP Meltzer producers and internal departments on portfolio construction and presentation design
-
Develop customized client presentation materials
Necessary skills include:
- Bachelor's degree, preferably in Finance, Mathematics, or Actuarial Science
- Proficiency in Microsoft Office, with emphasis on Excel
- Ability to work both collaboratively and independently
- Strong performance under pressure
- Exceptional attention to detail
- Effective organization, prioritization, and multitasking abilities
- Solid understanding of financial concepts, including net present value and internal rate of return
- Excellent verbal and written communication skills
-
Willingness to contribute to interdepartmental projects
What We Offer:
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $77,000 - $91,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
NFP and You... Better Together!
NFP is an inclusive Equal Employment Opportunity employer.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.", "salary_raw": "Row(double=None, string='USD 77,000.00 - 91,000.00 per year')"}
