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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Last updated on Oct 29, 2023