Head of Case Design & Policy Services

Job description

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Job Title: Head of Case Design & Policy Services

Location: Greater Chicago Area (Northbrook, IL) – Hybrid (At least one day per week)

Overview:

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.

Hybrid work schedule with flexible in-office days

Comprehensive benefits package, including health insurance, retirement plans, and ongoing professional development opportunities.

Compensation:

Base Salary: $85,000 - $110,000, depending on experience and qualifications

Seniority level

Seniority level

Associate

Employment type

Employment type

Full-time

Job function

Job function

Finance

Industries

Financial Services and Staffing and Recruiting

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Inferred from the description for this job

Medical insurance

Vision insurance

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Worksite address

chicago, IL, 60290, US

Who can apply

Review the original listing for work authorization, qualifications and employer requirements.