Case Design Specialist

Company: First American Insurance Underwriters
Location: Needham
Posted on: April 2, 2026

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

Keywords: First American Insurance Underwriters, Cambridge , Case Design Specialist, Sales , Needham, Massachusetts