Sales Support Associate

Summary

Crump Life Insurance Services is an insurance services company that supports producers with technology, product expertise, and sales resources. The Sales Support Associate produces qualified life insurance illustrations, provides presale support and marketing materials, follows up on sales activity, and documents requests in a CRM system.

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

Qualifications

Must Haves

• 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

Nice to Haves

• Demonstrated knowledge of Insurance industry, product and sales processes

Benefits

• PTO
• Medical
• Dental
• Vision
• Retirement savings
• Disability insurance
• Life insurance
• Remote work