The James Allen Companies Inc.

Our client is a growing organization and looking for teammates that value a cutting-edge entrepreneurial environment along with a strong team approach to getting the work done.
This organization is a 3rd generation financial advisory firm focused on Investments, Private Capital and Life Insurance for High Net Worth (HNW) clients. They are a curious, knowledgeable team that always strives to deliver the right strategy for the client.

They dig deep into the numbers, they vet, and research concepts and deliver with the highest level of service.

Clients’ needs first
Create a complete “WOW” experience for clients and our staff
Cutting edge knowledge –we strive to be the experts
A special place to be


The Senior Insurance Analyst is an analytically driven high-achiever with a very technical mindset. The individual will work in conjunction with our internal advisors and strategic partners across the country to create client-ready presentations, research & design unique insurance programs for our high-net worth clients and provide a WOW client experience while always putting our clients’ needs first. The Senior Insurance Analyst also possesses excellent communication and presentation skills to ensure our product designs are well thought out and capitalizes on best-in-class insurance industry opportunities.


Subject matter expert on all life insurance products in the business

Recognize new opportunities to market and position products and improve service and sales

Perform due diligence to develop an understanding of carriers’ strengths and weaknesses

Execute thorough back testing and scenario testing to find most optimal life insurance design strategies

Develop and enhance industry and product knowledge to effectively communicate such with Advisors and internal team members

Maintain in-depth knowledge of life products and software systems for case design, analysis, and presentation

Analyze life insurance product illustrations, product analysis, and technical case design for life insurance proposals and create presentations for Advisors and team members

An advanced insurance resource expert for the office

Quickly respond to Advisors’ inquiries relating to complex and technical questions while demonstrating an understanding of multiple carriers’ product portfolios and cross selling opportunities

Assist in the design and production of professional high-level marketing presentations and supporting materials


Preferably three or more years of professional experience in the life insurance field from high level analytical perspective

Strong attention to detail and accuracy with ability to organize, prioritize, and manage multiple tasks within set deadlines

Proven analytical, problem-solving and decision-making skills

Mastery of Microsoft Office Suite: Outlook, PowerPoint, Word, and most importantly, Excel

Proficiency using carrier life insurance illustration software, aplus

Bachelor’s degree required

Analytical mind

Superior verbal and written communication skills

Strong follow-through skills

Enthusiasm and high level of accountability

Passionate about exceeding clients’ and team mates’ expectations


Unique work environment with strong employee culture and values

Competitive salary with Merit and Team Bonus eligibility

Flexible work from home policy

High quality benefits including Medical, Dental, Vision, Disability, HSA, FSA, 401K,etc.

Paid time off

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