Design & Analysis Financial Analyst

Design & Analysis Specialist

BCC is seeking a detail-oriented individual, preferably with life insurance knowledge, to work within our Design & 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 & 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:

• Analyze insurance carrier product features and performance to recommend optimal solutions.
• Run and manage multiple insurance illustration systems to provide accurate and competitive proposals.
• Collaborate directly with insurance carriers to obtain case illustrations and approvals.
• Evaluate and compare the financial impact of various employee benefit plans using proprietary proposal tools.
• Conduct comprehensive insurance needs analyses for benefit expense offset and business succession planning.
• Review, verify, and ensure client benefit plan documents align with their objectives.
• Prepare comprehensive employee benefit plan enrollment packets for client distribution.
• Create due diligence and compliance documentation to ensure thorough client records.
• Serve as an internal resource on insurance products and plan designs, providing guidance to team members.

Qualifications:

• Bachelor’s degree in Accounting, Economics, Finance, Mathematics, or a related field, but not required if the candidate has relevant life insurance experience.
• Proficiency in Microsoft PowerPoint, Word, Excel, and Salesforce (or similar tools).
• Strong analytical, problem-solving, and time management skills.
• Familiarity with financial instruments, including net present values and internal rate of return.
• Ability to manage multiple priorities independently with keen attention to detail.
• Excellent written and verbal communication skills, including proofreading.
• Self-motivated, accountable, and adaptable to a fast-paced, deadline-driven environment.

Business Conduct

The D&A Specialist must be a proactive, analytical thinker who communicates effectively, meets deadlines, and supports client service excellence. This role requires:

• Coordination with internal teams (sales, new business, client services), external partners (attorneys, carriers, accountants), and clients.
• Building strong relationships and crafting compelling client presentations.
• Logical reasoning, problem-solving, and effective task prioritization.
• Ownership of responsibilities, high ethical standards, and professionalism.
• A positive attitude, adaptability, and teamwork.

Job Type: Full-time

Pay: $50,000.00 - $65,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

License/Certification:

• Life & Health Insurance License (Required)

Ability to Commute:

• Radnor, PA 19087 (Required)

Work Location: In person