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 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 Originally posted on Himalayas