Offer summary

Qualifications:

Bachelor’s degree required, recent college graduates encouraged to apply., Strong interpersonal and customer service skills are essential., Excellent problem-solving abilities and attention to detail are necessary., Proficiency in Microsoft Office Suite, with advanced Excel skills preferred..

Key responsibilities:

Build and maintain strong relationships with financial advisors.

Assist in selecting appropriate carriers and products for clients' needs.

Respond to complex inquiries and provide training on system resources.

Develop industry knowledge to enhance communication and credibility with advisors.

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 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

Required profile