Life Insurance Case Designer (Needham, MA)

The general pay scale for this open position is $40,000 - $80,000. Pay for a selected candidate will be determined within the pay scale based on one or more of the following factors: candidate's experience, skill set, education level, and/or location.

About First American Insurance Underwriters

First American Insurance Underwriters 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.

Position Summary

At First American, Case Designers partner with Financial Advisors to analyze cases and provide product illustrations related to Life Insurance, Long Term Care, and Disability Income Insurance. The ideal candidate is detail-oriented and proactive, enjoys problem-solving, and has strong communication and math skills.

Primary Responsibilities

• Maintain broad knowledge of life insurance, LTC & DI product landscape, carrier illustration software, marketing resources, and sales strategies.

• Assist advisors in selecting carriers and products that best meet their client's needs.

• Produce accurate product illustrations and competitively position and recommend these product recommendations to advisors.

• Work closely with the sales team to support and develop winning sales ideas, strategies, and proposals for clients.

• 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.

• Develop a thorough understanding of all systems and resources to enhance the advisor experience.

• Provide training, assistance, and promotion to advisors in utilizing technology platforms.

• Assist with data analytics to support sales and marketing efforts.

Primary Skills & Requirements:

• A Bachelor's degree is required.

• 3 years of relevant insurance experience, specifically life product design to meet the client's needs, is highly preferred.

• Problem-solving, time management, attention to detail, and presentation skills are required.

• Articulate and persuasive written and verbal communication skills are required.

• Successfully work collaboratively and independently.

• Takes initiative to share creative ideas and is accountable for cases/projects.

• Work with a sense of urgency in a fast-paced environment.

• Proficient in Microsoft Office programs.

• Motivated to learn and grow continually.

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.