Case Design Specialist

4 weeks ago


Needham, United States First American Insurance Underwriters Full time
Job Title: Case Design Specialist

First American Insurance Underwriters is seeking a highly skilled Case Design Specialist to join our team. As a Case Design Specialist, 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 with new and existing advisors to understand their clients' needs and provide tailored insurance solutions.
  • Assist advisors in selecting carriers and products that meet their clients' needs, ensuring a seamless and efficient process.
  • Work closely with external sales teams to support and develop winning sales ideas and proposals for customers.
  • Respond to complex and technical questions from advisors and clients, demonstrating a deep understanding of multiple product portfolios and cross-selling opportunities.
  • Recognize new opportunities to market and position products to improve service and sales, driving business growth and revenue.
  • Develop and enhance industry and product knowledge to effectively communicate and build credibility with advisors and internal teams.
  • Provide training, assistance, and promotion to advisors in utilizing system and available platform resources, ensuring they have the necessary tools to succeed.
Requirements:
  • Bachelor's degree required.
  • Recent college graduates encouraged to apply.
  • Life Insurance experience a plus.
  • Proficiency in Microsoft Office Suite, with advanced Excel skills preferred.
What We Offer:
  • Growth opportunities within a dynamic and fast-moving company environment.
  • A flexible work schedule and competitive benefits package.

Join our team and take the first step towards a rewarding career in insurance underwriting and case design. Apply now to become a Case Design Specialist at First American Insurance Underwriters.


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