Estate Planning Director directs all aspects of the estate planning function including sales, staffing, and supervision. Participates in training and estate planning workshops. Being an Estate Planning Director ensures that the agency stays abreast of regulatory guidelines and new trends in the field. Researches and advises on tax, technical, and legal questions. Additionally, Estate Planning Director introduces new life products to the field and contributes to design of related software and tools. May be a speaker at insurance conferences or meetings. Requires a bachelor's degree of business, marketing, or mathematics. Typically reports to top management. May require Chartered Life Underwriter (CLU). The Estate Planning Director manages a departmental sub-function within a broader departmental function. Creates functional strategies and specific objectives for the sub-function and develops budgets/policies/procedures to support the functional infrastructure. Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function. To be an Estate Planning Director typically requires 5+ years of managerial experience. (Copyright 2024 Salary.com)
Summary
This position is 80% remote and must live within a 90-minute radius of Goshen, IN.
Reporting to the Director of Decision Support, the Senior Business Analyst maintains accurate and relevant chargemaster data. This position also assists in the strategic development and implementation of financial planning initiatives including forecasting, reimbursement strategies, long range financial planning, benchmarking, financial analysis, market analysis, cancer center analysis and contract modeling. The Senior Business Analyst supports organizational leaders in analyzing opportunities for financial improvement, and develops accurate financial information for proposals and pro formas.
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0 Estate Planning Director jobs found in Elkhart, IN area