Sales Support Associate @ Crump Life Insurance Services | Jobright.ai
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Sales Support Associate jobs in United States
30 applicants
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Crump Life Insurance Services ยท 5 hours ago

Sales Support Associate

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BankingFinancial Services
Hiring Manager
Ty Moore
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Responsibilities

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

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Insurance industry knowledgeProblem analysisMicrosoft OfficeWindows environmentSelf-directed work

Required

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

Demonstrated knowledge of Insurance industry, product and sales processes

Company

Crump Life Insurance Services

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Crump Life Insurance Services is a distributor and service provider of insurance and retirement products.

Funding

Current Stage
Late Stage

Leadership Team

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Melanie Regan
Executive Assistant To The CEO
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Ron Fulton
DIRECTOR LIFE Education Group
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Company data provided by crunchbase
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