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Lead client services and business operations for an insurance business unit. Drive operational excellence, performance metrics, team development, client and carrier relationships, and oversee compliance, risk management, and continuous improvement. Collaborate with leadership on strategic initiatives and business growth.

Assist life insurance producers with advanced planning and case design, focusing on research, marketing tool development, and sales presentations.

The Insurance Strategist will engage clients to discuss and sell various insurance products, manage sales activities, and guide clients through applications and underwriting processes.

Provide presales support by producing life-insurance illustrations, supplying product and carrier information, managing illustration workflows and SLAs, documenting activity in CRM, and supporting producers with marketing materials and follow-up.

Serve as designated marketing partner to assigned business units; develop annual marketing plans, create and proof marketing materials (emails, brochures, web content, social media, trade show assets), manage approvals/compliance, run campaigns and virtual events, perform project management and routine administrative tasks to support business objectives.

Manage applications and placements of insurance risks, evaluate medical and financial histories, and ensure exceptional service through communication with agents. Oversee complex cases, assess risks, and negotiate competitive offers with carriers.

Provide pre-sale support by producing qualified illustrations, offering product information, and assisting the producer groups with communication and documentation.

The Regional Insurance Strategist builds relationships to initiate sales of life insurance products, supports advisors, and manages insurance planning processes.