Case Design And Life Insurance Specialist

First American Insurance Underwriters

Needham, MA

About First American Insurance Underwriters

First American Insurance Underwriters, a member of the Integrity Family of Companies, was founded more than 50 years ago in Boston, Massachusetts. Their business is focused on providing leading insurance and wealth advisors with access to financial products, creative insurance solutions, specialized service, and exclusive resources, offering full back-office support. Wealth managers, insurance advisors, property and casualty firms, and employee benefits firms all rely on First American to design and implement the most appropriate and competitive insurance solutions for their high-net-worth clients. They specialize in life insurance, long-term care, disability income and annuities solutions for personal and business planning.

Job Summary

First American Insurance Underwriters is growing, and we are hiring for a Case Design and Life Insurance 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 Annuity solutions for personal and business planning. If you enjoy the following, this could be the role for you!

Primary Responsibilities:

• Run illustrations & case design.

• 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.

• Establish and maintain ongoing relationships with producers.

• Document all activity, i.e. calls, proposals, etc.

• Drive sales by proactively and reactively marketing life insurance products to producers. This is accomplished by developing and cultivating relationships and demonstrating excellent problem-solving skills to promote the sales of life products.

• Provide training, assistance and promotion to advisors in utilizing system and available platform resources.

• Participate in weekly sales calls.

Primary Skills & Requirements:

• Bachelor's degree preferred

• 2 + years of case design and illustration experience.

• 2 + years of Life Insurance industry experience required.

• Possess strong interpersonal and customer service skills.

• Have excellent problem-solving skills and attention to detail.

• "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.

• Able to prioritize and respond to requests in a timely and accurate manner.

• Self-starter with the ability to excel in a dynamic, fast-moving company environment.

• Proficiency in Microsoft Office Suite (Advanced Excel preferred).

About Integrity

Integrity is one of the nation's leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you'll love, and we'll love you back. We're proud of the work we do and the culture we've built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are - in person, over the phone or online. Integrity's employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.