B&P Plan Specialist
Core
Provides support for individual life/disability insurance funded plans throughout presale and ongoing management, preparing plan review materials and reviewing service transactions for compliance.
Role type
Individual insurance plan specialist (IC)
Builds
Individual life/disability insurance funded plans
Domain
Financial services / Insurance
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Individual insurance products knowledge, plan design concepts, planning concepts (Key Person, Bonus, Split Dollar, Deferred Compensation), research and interpretation, organization, documentation, recordkeeping, case management
Preferred skills
None stated
Technologies
None stated
Responsibilities
Prepare plan review materials including build summaries and alignment checks, review service transactions for compliance, research contract language and regulatory requirements, produce standard in-force illustrations and required reporting, maintain accurate plan records, track asset distributions, provide mentorship on routine questions
Seniority
Mid-level IC
