Crump Life Insurance Services ยท 6 days ago
Sales Support Associate
Crump Life Insurance Services is a company that focuses on empowering their employees and maintaining high customer satisfaction. They are seeking a Sales Support Associate to produce qualified illustrations and provide presale support to meet producer objectives in a timely manner.
BankingFinancial ServicesInsuranceLife InsuranceRetirement
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
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
Benefits
PTO
Medical
Dental
Vision
Retirement savings
Disability insurance
Life insurance
Company
Crump Life Insurance Services
Crump Life Insurance Services is a distributor and service provider of insurance and retirement products.
Funding
Current Stage
Late StageTotal Funding
unknown2025-01-06Acquired
Recent News
2025-08-25
Company data provided by crunchbase