Note: The job is a remote job and is open to candidates in USA. Crump Life Insurance Services, supported by AmeriLife, provides technology-enabled insurance services and support to insurance professionals. The Sales Support Associate produces qualified life insurance illustrations, provides product and carrier information, supports producers with presale materials, documents activity in a CRM system, and maintains timely illustration workflows.
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
Skills
- 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
- Demonstrated knowledge of Insurance industry, product and sales processes
Benefits
- PTO
- Medical insurance
- Dental insurance
- Vision insurance
- Retirement savings
- Disability insurance
- Life insurance
- Remote work
Company Overview