Case Design Specialist

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

Last updated on Oct 29, 2023