Senior Insurance Analyst

Schechter Wealth


The Senior Insurance Analyst is an analytically driven high achiever with a very technical mindset. Individual will research, analyze and will examine the life insurance marketplace for the best products and insurance strategies to meet our clients’ needs. The Senior Insurance Analyst also possesses excellent communication and presentation skills to ensure our product designs are well thought out and capitalizes on best-in-class insurance industry opportunities. This role will ensure we are providing a WOW client experience and putting our clients’ needs first


• Subject matter expert on all life insurance products in the business
– Recognize new opportunities to market and position products and improve service and sales
– Perform due diligence to develop an understanding of carriers’ strengths and weaknesses
– Execute thorough back testing and scenario testing to find most optimal life insurance design strategies
– Develop and enhance industry and product knowledge to effectively communicate such with Advisors and internal team members
– Maintain in-depth knowledge of life products and software systems for case design, analysis, and presentation
• Analyze life insurance product illustrations, product analysis, and technical case design for life insurance proposals and create presentations for Advisors and team members
• Advanced insurance resource expert for the office
• Quickly respond to Advisors’ inquiries relating to complex and technical questions while demonstrating an understanding of multiple carriers’ product portfolios and cross selling opportunities
• Assist in the design and production of professional high-level marketing presentations and supporting materials


• Bachelor’s degree required
• Analytical mind
• Preferably three years or more of professional experience in the life insurance field from high level, analytical perspective
• Strong attention to detail and accuracy, with ability to organize, prioritize, and manage multiple tasks within set deadlines
• Proven analytical, problem-solving and decision-making skills
• Mastery of Microsoft Office Suite: Outlook, PowerPoint, Word, and most importantly, Excel
• Proficiency using carrier life insurance illustration software, a plus
• Superior verbal and written communication skills
• Strong follow-through skills
• Enthusiasm and high level of accountability
• Passionate about exceeding clients’ and teammates’ expectations

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