Head of Case Design & Policy Services

3 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Job Title: Head of Case Design & Policy Services Location: Greater Chicago Area (Northbrook, IL) – Hybrid (At least one day per week) Overview: Our client, a well-regarded insurance-focused advisory firm, is seeking a knowledgeable and detail-oriented Head of Case Design & Policy Services to support their high-net-worth clients and advisory team. This role is ideal for a candidate with strong expertise in insurance products, and case design, who is also organized and eager to grow. The position requires a blend of technical skill and client-focused service, assisting Advisors in delivering tailored insurance solutions that meet clients’ unique financial goals. Key Responsibilities: Assist with insurance case design, supporting advisors in crafting customized strategies for high-net-worth clients. Maintain deep knowledge of insurance products, staying informed on industry trends, regulatory changes, and product updates. Organize and manage client service tasks, maintaining accurate and up-to-date records, files, and client information. Collaborate with the advisory team and provide hands-on client support. Qualifications: Minimum of 5 years of experience in a client service role within the insurance or financial services industry. Strong expertise in insurance products, with a background in case design and underwriting. Highly organized and able to manage multiple tasks with attention to detail. Coachable and willing to learn from experienced advisors and improve processes as needed. Excellent communication skills, with a client-centered approach and the ability to build trusting relationships. Hybrid work schedule with flexible in-office days Comprehensive benefits package, including health insurance, retirement plans, and ongoing professional development opportunities. Compensation: Base Salary: $85,000 - $110,000, depending on experience and qualifications Seniority level Seniority level Associate Employment type Employment type Full-time Job function Job function Finance Industries Financial Services and Staffing and Recruiting Referrals increase your chances of interviewing at Claire Myers Consulting by 2x Inferred from the description for this job Medical insurance Vision insurance Get notified about new Head of Design jobs in Greater Chicago Area . Senior Director, Government Affairs – California, Arizona, and Hawaii Deerfield, IL $186,500.00-$320,000.00 2 months ago Fremont, IL $185,000.00-$250,000.00 3 days ago DEPUTY CHIEF OF STAFF, POLICY - OFFICE OF THE PRESIDENT (SHAKMAN EXEMPT) Director, Head of U.S. State & Local Public Policy Associate Director, International Public Affairs, Gastroenterology Chicago, IL $80,337.00-$145,077.00 6 days ago Chicago, IL $130,000.00-$140,000.00 1 week ago Chicago, IL $150,000.00-$175,000.00 2 days ago Head of Accounting Policy and Group Reporting Chicago, IL $175,000.00-$220,000.00 1 year ago Associate Director, International Public Affairs, Gastroenterology Chicago, IL $150,000.00-$175,000.00 2 days ago Head of Transformation and Change, YORK AND NORTH YORKSHIRE COMBINED AUTHORITY Willowbrook, IL $110,900.00-$205,000.00 1 week ago Chicago, IL $70,000.00-$80,000.00 2 days ago Sr. Manager of Enterprise AI (GTM & G&A Focus) Chicago, IL $99,760.00-$149,640.00 3 days ago LEGISLATIVE COORDINATOR I- (DEPARTMENT OF TRANSPORTATION AND HIGHWAYS) - SHAKMAN EXEMPT Managing Consultant - Early Care and Education (Remote Eligible) Chicago, IL $100,000.00-$135,000.00 2 weeks ago Chicago, IL $130,000.00-$227,500.00 1 week ago Cicero, IL $67,200.00-$84,000.00 1 week ago Chicago, IL $143,900.00-$158,920.00 1 week ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr Claire Myers Consulting