Case Design Specialist

First American Insurance Underwriters, Inc.; United States; Remote; USD 55,000 - 85,000; Full time

Benefits offered by this job

Flexible schedule

Growth opportunities

Competitive benefits

Job summary

First American Insurance Underwriters is growing and we are hiring a Case Design Specialist/Internal Wholesaler to our team. We help 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. You will build strong relationships with new and existing advisors, assist in selecting carriers and products that meet clients’ needs, and

Qualifications

• Bachelor’s degree required.
• Recent graduates may apply.
• Life Insurance experience a plus.

Responsibilities

• Build strong relationships with new and existing advisors.
• Assist advisors in selecting carriers and products that meet clients’ needs.
• Work with external sales to support and develop sales ideas and proposals.
• Respond to inquiries on complex questions across product portfolios and cross-selling opportunities.
• Identify opportunities to market and position products to improve service and sales.
• Develop product knowledge to communicate credibly with advisors and internal teams.
• Understand systems and resources to enhance the advisor experience.
• Provide training and promotion to advisors in using system resources.

Skills

Interpersonal skills

Problem solving

Communication

Time management

Self-motivation

Team collaboration

Education

Bachelor’s degree

Tools

Microsoft Office Suite

Advanced Excel

Job description

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 successfulas 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