Why Crump?
We understand that our teammates are more alike than we are different and that we are One Crump. Supported by leading technology tools and a collaborative work model, we empower our people to serve clients and support each other. Strong brands are built through consistent delivery of a company’s value proposition – for both its employees and its customers.
At Crump, we believe in investing in the teammates who work for us, supporting the business goals of the myriad professionals who work with us so they can best meet their clients’ needs, and bettering the communities that house our teammates. These beliefs have allowed Crump to maintain our standing as an industry top performer, not only as measured by sales results but, more importantly, by consistent customer and employee satisfaction and retention.
Job Summary
Produces qualified illustrations and provides presale support to meet producer objectives in a timely manner.Job Description
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
- Provide product and carrier information to the producer groups as well as internal staff.
- Maintain detailed product and financial knowledge on all carriers.
- Develop a working knowledge of important software packages (internal and carrier)
- Run appropriate illustrations based on knowledge of the competitive life insurance environment
- Provide producers with illustrations and other marketing materials they may need
- Proactively follow-up on all presale activity
- Document requested illustrations for sales follow-up utilizing a CRM system
- Participate in educational development to gain an understanding of the competitive market, product, and industry trends via internal and carrier training
- Maintain departmental illustration workflows and SLA's on phone and illustration turnaround time
QUALIFICATIONS
Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Effective interpersonal and written communication skills
- Ability to provide excellent customer service to both internal and external customers
- Effective time management skills
- Ability to prioritize and accomplish multiple tasks simultaneously
- Capable of working independently as well as in a team environment
- Ability to work in a self-directed fashion
- Experience with PCs in a Windows environment
- Demonstrated proficiency in basic computer applications such as Microsoft Office software products
- Ability to analyze problems and develop solutions
- Ability to communicate with individuals at all levels of the organization
- Bachelor's degree or equivalent education, training and work-related experience
- Excellent telephone etiquette skills
- Ability to display maturity, competitiveness, and a good work ethic
Preferred Qualifications:
- Demonstrated knowledge of Insurance industry, product and sales processes
