Product & Case Design Coordinator, Life Insurance

About the role

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.

Responsibilities

• Position Responsibilities:
• Support key external and internal clients
• Able to 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
• 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 man

Benefits

Additional Information

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. Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and "bring it" every day, EPIC is always looking for people who have "the right stuff" - people who know what they want and aren't afraid to make it happen. Headquartered in New York City and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! 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. We believe the success of our model is a direct result of providing an exceptional client experience. In today's challenging environment it is essential our clients have a risk advisory team with experience not only in the technical nuances of their profession but professionals that have navigated through market cycles and think beyond traditional solutions. One of our firm's key competitive advantages is our ability to provide integrated insurance solutions centered around business, individual, financial and investment advisory needs.

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