Case Design Analyst

NFP•Bethesda, MD

2d•$77,000 - $91,000

About The Position

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com. NFP Meltzer specializes in life insurance solutions for affluent families, emphasizing generational wealth preservation. We oversee the full lifecycle of portfolio analysis, acquisition, and servicing, and provide expert guidance on advanced estate and insurance planning strategies. The design and marketing department focuses on illustration software, portfolio analysis, and developing client presentations. Our commitment to exceptional client service and operational excellence sets us apart in the industry.

Requirements

Bachelor’s degree, preferably in Finance, Mathematics, or Actuarial Science
Proficiency in Microsoft Office, with emphasis on Excel
Ability to work both collaboratively and independently
Strong performance under pressure
Exceptional attention to detail
Effective organization, prioritization, and multitasking abilities
Solid understanding of financial concepts, including net present value and internal rate of return
Excellent verbal and written communication skills
Willingness to contribute to interdepartmental projects

Responsibilities

Attain comprehensive expertise in proprietary illustration systems and products of associated firms
Generate insurance illustration iterations for demonstration purposes
Analyze portfolio options and funding strategies
Collaborate with NFP Meltzer producers and internal departments on portfolio construction and presentation design
Develop customized client presentation materials