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 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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