Case Design Specialist

1 month ago

Needham, United States First American Insurance Underwriters Full time
Summary:

First American Insurance Underwriters is growing and we are hiring a Case Design Specialist/Internal Wholesaler to our team. FAIU helps financial advisors design and implement the most appropriate insurance solutions for their clients. We specialize in Life Insurance, Long-Term Care, Disability Income, and Annuities solutions for personal and business planning.

If you enjoy:
  • Getting things done
  • Solving Problems
  • Getting results
  • Being organized
  • Being persistent
  • Collaborative work in a team
  • Learning new things
Your responsibilities would include:

To excel in this role you should be able to prioritize and respond to requests in a timely and accurate manner, go the extra mile and have a positive upbeat demeanor.
  • Build strong relationships with new and existing advisors
  • Assist advisors in selecting carriers and products that will best meet their client's needs
  • Work closely with external sales to support and develop winning sales ideas and proposals for customers
  • Quickly respond to inquiries relating to complex and technical questions while demonstrating an understanding of multiple product portfolios and cross-selling opportunities
  • Recognize new opportunities to market and position products to improve service and sales
  • Develop and enhance industry and product knowledge to effectively communicate and build credibility with advisors and internal team
  • Develop a thorough understanding of all systems and resources to enhance the advisor experience
  • Provide training, assistance and promotion to advisors in utilizing system and available platform resources
To be successful as the Case Design Specialist, you would need to:
  • Possess strong interpersonal and customer service skills
  • Have excellent problem-solving skills and attention to detail
  • Be articulate and persuasive communicator (both written and oral)
  • Motivated to continually learn and grow
  • Capable of conducting oneself with a focus on service excellence, fair dealing, and client-first decision making with effective time management skills to manage daily workflow
  • Be a self-starter with the ability to excel in a dynamic, fast-moving company environment
You should have the following Experience/Qualifications:
  • Bachelor's degree required
  • Recent college graduates should apply
  • Life Insurance experience a plus
  • Proficiency in Microsoft Office Suite (Advanced Excel preferred)

FAIU offers growth opportunities, a flexible work schedule, and a competitive benefits package.

Keywords: life insurance, annuities, long term care, disability income, case management, underwriting, medical assessment, policy owner; estate planning, senior care, business succession planning, multi-generational, qualified retirement plans, design and complex case management,internal wholesaler

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