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Crump Life Insurance Services · 22 hours ago

Insurance Analyst

United States

Full-time

Remote

Entry Level

2+ years exp

Crump Life Insurance Services is a company that values teamwork and investment in their employees. The Insurance Analyst will assist assigned Insurance Strategists in achieving revenue goals by interfacing with advisors, supporting the insurance process, and providing educational materials to clients.

BankingFinancial ServicesInsuranceLife InsuranceRetirement

Responsibilities

Interface with Private and Financial Advisors and assist them with any questions they may have as it relates to the insurance process

Assist in the policy review process, including requesting in-force ledgers, requesting appropriate illustrations and producing final presentation documents

Communicate directly with the clients and assist the Insurance Strategist in the placement of life, disability and long-term care products

Provide educational material to advisors and clients

Produce client presentations

Provide support during the new business and underwriting process

Provide illustration support to the Scott & Stringfellow Financial Advisors assigned to the territory

Coordinate Advanced Market Support required by the S&S Financial Advisors

Provide weekly and monthly reporting for the designated region

Have a complete understanding of the insurance process and the commission payout structure for each channel serviced by the Insurance Strategist

Qualification

Life insurance experienceDatabase management systemsMicrosoft WordMicrosoft ExcelMicrosoft PowerPointClient experienceEducational material creationWindows environmentFour-year degreeLicensing NASD Series 6Licensing 63Interpersonal skillsWritten communicationTime managementTeamworkIndependent workPresentation skills