Case Design Specialist/Analyst

SENIOR CASE DESIGNER

We have an exciting opportunity for an industry professional to join our successful team as a Senior Case Designer.

ESSENTIAL DUTIES
• Generate illustrations and presentations for proposed plans
• Develop financial models
• Analyze client requirements
• Keep abreast of tax and legal changes
• Generate illustrations for existing plans and review to determine funding adequacy
• Maintain industry files and carrier materials
• Maintain workflow management report for cases in progress
• Coordinate with Underwriting on the proposed plan of insurance, purpose, and ongoing administration
• Develop new marketing materials to assist producers in their marketing efforts
• Participate as a team member in special projects

MINIMUM QUALIFICATIONS
The requirements listed below are representative of the knowledge, skill, and/or ability required:
• Bachelors degree or equivalent in Business, Finance, Insurance, Mathematics or related field
• Minimum of 10 years of progressive financial services experiences
• Proficiency using computer software including Microsoft Office products (Word, Excel, PowerPoint), Internet and email
• Working knowledge of life insurance illustration systems
• Ability to work effectively, both independently as well as a member of a team
• Ability to maintain confidentiality and use discretion with highly sensitive information
• Excellent verbal and written communication skills
• Exceptional attention to detail
• Strong marketing and project management skills
• Excellent presentation, interpersonal and organizational skills
• Ability to establish and maintain working relationships with clients and carriers
• Knowledge of insurance and/or financial services environment a plus

Note: This position description is representative of the major position requirements and is not intended to be all-inclusive

Please contact Ticia Eason for more information: teason@mezrahfinancial.com

EXECUTIVE ASSISTANT TO THE PRESIDENT

We have an exciting opportunity for an industry professional to join our successful team as an Executive Assistant to the President.

RESPONSIBILITIES
• Organize business and personal affairs
• Follow up on all tasks and projects
• Stay ahead of principal not behind and remind him of all scheduled client meetings, staff meetings and conference calls
• Perform, or participate as a team member in, special projects
• Create a positive atmosphere by demonstrating enthusiasm, maintaining high standards and confidentiality
• Participate in industry, carrier, etc. meetings for the purpose of continuing education and / or obtaining industry designation

SKILLS
• Ability to design and implement new methods and procedures
• Effective verbal and written communication
• Excellent interpersonal skills
• Ability to work autonomously and perform well under pressure
• Ability to organize, prioritize and manage multiple tasks
• Ability to master word, power point and data base systems
• Strong negotiating skills
• Detail oriented, resourceful
• Strong sense of urgency

SPECIFIC RESPONSIBILITIES (Subject to Change)
• Compose, mail and file memos, letters and all other forms of correspondence
• Open all incoming mail daily unless it is a commission check or other personal mail
• Airborne express and mailing
• Letter, memo and report proofreading
• Dictation
• Prepare fax cover sheets and send faxes
• Make marketing and project files
• Filing for marketing cases and prospective clients
• Handle phone calls
• Coordinate conference calls
• Keep desk clean and organized
• Schedule, confirm, cancel and reschedule appointments (Note: not all appointments need to be confirmed)
• Update, print and distribute calendar to staff on a weekly basis
• Make partners and staff aware of any changes in calendar
• Determine if all materials needed for meeting are prepared
• Maintain prospect and task lists
• Formatting and developing presentations (Word / Power Point)
• Creating graphics for presentations (Excel / Power Point)
• Make travel arrangements including but not limited to airline reservations, car rental and hotel reservations (A detailed trip file needs to be put together for every trip. This should include tickets, directions and an itinerary of meetings, arrival and departure times, etc.
• Make reservations that are not travel related; may be business or personal
• Special projects including newsletters, executive benefit surveys, library organization and audits of in force business
• Prepare marketing materials including, brochures and due care guidebook
• Complete MDRT applications every year
• Run Birthday list every month and make the appropriate updates as needed
• Maintain the VIP Client listing every month
• Make sure that all Licensing is up to date
• Assist with 13 Ugly Men Foundation, Inc. duties and projects
• Become familiar with (Smart Office) and address book (MFG Contacts) for phone numbers, etc and update with new contact information as needed

JOB REQUIREMENTS
• Bachelors Degree
• Strong analytical skills
• Effective verbal and written communication skills
• Ability to organize, prioritize and managed multiple tasks

Note: This position description is representative of the major position requirements and is not intended to be all-inclusive.

Please contact Ticia Eason teason@mezrahfinancial.com or Mary Klimala mklimala@mezrahfinancial.com for more information.

CLIENT SERVICES COORDINATOR

We have an exciting opportunity for an industry professional to join our successful team as a Client Services Coordinator.

CLIENT SERVICES COORDINATOR RESPONSIBILITIES
• Respond directly to clients on service related inquiries
• Complete daily client services requests such as beneficiary and ownership changes, conversations, removal of riders, address changes, loans, premium administration, etc.
• Research and respond to principal’s inquiries regarding client accounts
• Print policy statements and principal’s reviews
• Generate audits for new clients and revised summaries for existing clients
• Run inforce policy spreadsheets
• Act as primary liaison between the client and principal
• Prepare and format presentations and graphics for client meetings in Microsoft Word, Excel and Powerpoint
• Manage investment processes including all the sell and purchase of trades, and the associated tracking and recording of trades according to industry specific compliance guidelines
• Manage group clients processes including obtaining census data and proposals, presenting to principal and processing necessary paperwork for new groups and renewals
• Establish and maintain carrier relationships

EXECUTIVE COORDINATOR RESPONSIBILITIES
• Organize business and personal affairs for the principal
• Follow up on all tasks and projects
• Stay ahead of principal not behind and remind him of all scheduled client meetings, staff meetings and conference calls
• Participate in industry, carrier, etc. meetings for the purpose of continuing education and / or obtaining industry designation
• Maintain principal’s calendar; schedule, confirm and cancel appointments, reservations and conference calls; update, print and distribute calendar to staff on a weekly basis; notify staff and principals of changes as necessary
• Coordinate travel arrangements including but not limited to airline reservations, car rental and hotel reservations
• Compose correspondence including letters and file memos; prepare and send faxes; take dictation; proofread correspondence
• Open all incoming mail as directed
• Create new files for marketing cases and prospective clients; file
• Airborne express and mailing
• Screen telephone calls and take message as needed
• Maintain prospect and task lists
• Perform or participate as a team member in special projects including newsletters, executive benefit surveys, library organization and audits of inforce business
• Prepare Marketing materials including, brochures and due care guidebook
• Complete MDRT applications every year
• Run birthday list every month and make appropriate updates as needed
• Maintain the VIP Client listing every month
• Assist with 13 Ugly Men foundation, Inc. duties and projects
• Become familiar with and utilize Smart Office database and Microsoft Outlook for phone numbers, etc and update with new contact information as needed

SKILLS
• Ability to design and implement new methods and procedures
• Effective verbal and written communication
• Excellent interpersonal skills
• Ability to work autonomously and perform well under pressure
• Ability to organize, prioritize and manage multiple tasks
• Ability to master Word, Powerpoint and data base systems
• Strong negotiating skills
• Detail oriented, resourceful
• Strong sense of urgency
• Create a positive atmosphere by demonstrating enthusiasm, maintaining high standards and confidentiality
• Maintain clean work space

JOB REQUIREMENTS
• Bachelors Degree
• Strong analytical skills
• Strong attention to detail
• Experience with life insurance products, investments, and /or group benefits
• Effective verbal and written communication skills
• Ability to organize, prioritize and managed multiple tasks

Note: This position description is representative of the major position requirements and is not intended to be all-inclusive.

Please contact Ticia Eason teason@mezrahfinancial.com or Mary Klimala mklimala@mezrahfinancial.com for more information.

Disclaimer

Mezrah Financial and their agents Lee Mezrah and Leon Mezrah are presently licensed to sell traditional life insurance in the states of CT, FL, GA, IL, NJ, NY, OH, PA, TX, UT, VA, and WA. Insurance services are limited to residents of the above listed states. Residents of other states should consult with a local agent for insurance service.

Mezrah Financial and their Registered Representatives Lee Mezrah* is currently licensed to sell variable life and annuity products, as well as other securities products, in the states of CA, CT, FL, GA, IL, MD, MO, NJ, NV, NY, and OH. Residents of other states should consult with a local Registered Representative for securities products.

Proper state registration is mandatory prior to conducting business in any state.

The contents of this site are for informational purposes only and are not to be construed as an offer to sell or a solicitation to buy any securities. Such offers can only be made where lawful under applicable law. The contents of this site have been compiled from sources which we believe to be reliable, but are not guaranteed. Mezrah Financial does not warranty, guarantee or make any representations, or assume any liability with regard to financial results based on the use of the information in the site.

The principle place of business and the state of domicile for Mezrah Financial is:

5350 W. Kennedy Blvd
Tampa, FL 33609
(813) 282-3100

Securities and Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Advisor Member FINRA/SIPC. Mezrah Financial is a member of M Financial Group.
Please go to www.mfin.com/DisclosureStatement for further details regarding this relationship.