Case Design Specialist

2 months ago

Needham, United States First American Insurance Underwriters Full time
About the Role

We are seeking a highly skilled and motivated Case Design Specialist to join our team at First American Insurance Underwriters. As a key member of our team, you will play a critical role in helping financial advisors design and implement the most appropriate insurance solutions for their clients.

Key Responsibilities
  • Build Strong Relationships: Develop and maintain strong relationships with new and existing advisors, providing exceptional customer service and support.
  • Insurance Solutions Expertise: Assist advisors in selecting carriers and products that will best meet their clients' needs, leveraging your knowledge of multiple product portfolios and cross-selling opportunities.
  • Proposal Development: Work closely with external sales to support and develop winning sales ideas and proposals for customers.
  • Technical Support: Quickly respond to inquiries relating to complex and technical questions, demonstrating an understanding of multiple product portfolios and cross-selling opportunities.
  • Market and Position Products: Recognize new opportunities to market and position products to improve service and sales.
  • Industry and Product Knowledge: Develop and enhance industry and product knowledge to effectively communicate and build credibility with advisors and internal team.
  • Advisor Training and Support: Provide training, assistance, and promotion to advisors in utilizing system and available platform resources.
Requirements
  • Strong Interpersonal and Customer Service Skills: Possess strong interpersonal and customer service skills, with the ability to build and maintain strong relationships with advisors and clients.
  • Excellent Problem-Solving Skills: Have excellent problem-solving skills and attention to detail, with the ability to analyze complex situations and develop effective solutions.
  • Articulate and Persuasive Communication: Be an articulate and persuasive communicator, both written and oral, with the ability to effectively communicate with advisors, clients, and internal team members.
  • Motivated to Learn and Grow: Be motivated to continually learn and grow, with a desire to stay up-to-date on industry trends and developments.
  • Service Excellence: Conduct oneself with a focus on service excellence, fair dealing, and client-first decision making, with effective time management skills to manage daily workflow.
  • Self-Starter: Be a self-starter with the ability to excel in a dynamic, fast-moving company environment.
Experience and Qualifications
  • Bachelor's Degree: Possess a Bachelor's degree in a relevant field, such as business, finance, or a related field.
  • Recent College Graduates: Recent college graduates are encouraged to apply.
  • Life Insurance Experience: Life insurance experience is a plus, but not required.
  • Microsoft Office Suite: Proficiency in Microsoft Office Suite, with advanced Excel skills preferred.

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