First American Insurance Underwriters
Case Design Specialist
First American Insurance Underwriters, Needham, Massachusetts, us, 02492
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 doneSolving ProblemsGetting resultsBeing organizedBeing persistentCollaborative work in a teamLearning 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 advisorsAssist advisors in selecting carriers and products that will best meet their client's needsWork closely with external sales to support and develop winning sales ideas and proposals for customersQuickly respond to inquiries relating to complex and technical questions while demonstrating an understanding of multiple product portfolios and cross-selling opportunitiesRecognize new opportunities to market and position products to improve service and salesDevelop and enhance industry and product knowledge to effectively communicate and build credibility with advisors and internal teamDevelop a thorough understanding of all systems and resources to enhance the advisor experienceProvide 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 skillsHave excellent problem-solving skills and attention to detailBe articulate and persuasive communicator (both written and oral)Motivated to continually learn and growCapable of conducting oneself with a focus on service excellence, fair dealing, and client-first decision making with effective time management skills to manage daily workflowBe 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 requiredRecent college graduates should applyLife Insurance experience a plusProficiency 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
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 doneSolving ProblemsGetting resultsBeing organizedBeing persistentCollaborative work in a teamLearning 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 advisorsAssist advisors in selecting carriers and products that will best meet their client's needsWork closely with external sales to support and develop winning sales ideas and proposals for customersQuickly respond to inquiries relating to complex and technical questions while demonstrating an understanding of multiple product portfolios and cross-selling opportunitiesRecognize new opportunities to market and position products to improve service and salesDevelop and enhance industry and product knowledge to effectively communicate and build credibility with advisors and internal teamDevelop a thorough understanding of all systems and resources to enhance the advisor experienceProvide 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 skillsHave excellent problem-solving skills and attention to detailBe articulate and persuasive communicator (both written and oral)Motivated to continually learn and growCapable of conducting oneself with a focus on service excellence, fair dealing, and client-first decision making with effective time management skills to manage daily workflowBe 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 requiredRecent college graduates should applyLife Insurance experience a plusProficiency 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