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Crump Life Insurance Services · 22 hours ago

Insurance Analyst

Pennsylvania, United States

Full-time

Onsite

Entry Level

2+ years exp

Crump Life Insurance Services is a company that values collaboration and invests in its teammates. The Insurance Analyst will support Insurance Strategists in achieving revenue goals by assisting with client communications, policy reviews, and providing educational materials.

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 Office SuiteInterpersonal communicationTime managementTeam collaborationClient presentationsEducational material creationWindows environmentPerfect Client ExperienceLicensing NASD Series 6Licensing 63Independent work