Qureos Mentor

Design &amp; Analysis SpecialistBCC is seeking a detail-oriented individual, preferably with life insurance knowledge, to work within our Design &amp; Analysis team. The ideal candidate can effectively prioritize time, actively communicate, and work independently to meet deadlines for our banking clients.Role Overview:The Design &amp; Analysis Specialist plays a key role in developing tailored proposals for new and existing clients. This position integrates customized non-qualified benefit plans with a diverse range of insurance products, delivering strategic solutions that enhance employee retention and reward programs. The Specialist also supports clients through the implementation process, ensuring seamless execution and documentation.Responsibilities:<ul><li>Analyze insurance carrier product features and performance to recommend optimal solutions.</li><li>Run and manage multiple insurance illustration systems to provide accurate and competitive proposals.</li><li>Collaborate directly with insurance carriers to obtain case illustrations and approvals.</li><li>Evaluate and compare the financial impact of various employee benefit plans using proprietary proposal tools.</li><li>Conduct comprehensive insurance needs analyses for benefit expense offset and business succession planning.</li><li>Review, verify, and ensure client benefit plan documents align with their objectives.</li><li>Prepare comprehensive employee benefit plan enrollment packets for client distribution.</li><li>Create due diligence and compliance documentation to ensure thorough client records.</li><li>Serve as an internal resource on insurance products and plan designs, providing guidance to team members.</li></ul>Qualifications:<ul><li>Bachelor&rsquo;s degree in Accounting, Economics, Finance, Mathematics, or a related field, but not required if the candidate has relevant life insurance experience.</li><li>Proficiency in Microsoft PowerPoint, Word, Excel, and Salesforce (or similar tools).</li><li>Strong analytical, problem-solving, and time management skills.</li><li>Familiarity with financial instruments, including net present values and internal rate of return.</li><li>Ability to manage multiple priorities independently with keen attention to detail.</li><li>Excellent written and verbal communication skills, including proofreading.</li><li>Self-motivated, accountable, and adaptable to a fast-paced, deadline-driven environment.</li></ul>Business ConductThe D&amp;A Specialist must be a proactive, analytical thinker who communicates effectively, meets deadlines, and supports client service excellence. This role requires:<ul><li>Coordination with internal teams (sales, new business, client services), external partners (attorneys, carriers, accountants), and clients.</li><li>Building strong relationships and crafting compelling client presentations.</li><li>Logical reasoning, problem-solving, and effective task prioritization.</li><li>Ownership of responsibilities, high ethical standards, and professionalism.</li><li>A positive attitude, adaptability, and teamwork.</li></ul>Job Type: Full-timePay: $50,000.00 - $65,000.00 per yearBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Health insurance</li><li>Health savings account</li><li>Life insurance</li><li>Paid time off</li><li>Vision insurance</li></ul>License/Certification:<ul><li>Life &amp; Health Insurance License (Required)</li></ul>Ability to Commute:<ul><li>Radnor, PA 19087 (Required)</li></ul>Work Location: In person

Design & Analysis Financial Analyst

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Design & Analysis Financial Analyst