Job Description
Why Crump? We understand that our teammates are more alike than we are different and that we are One Crump. Supported by leading technology tools and a collaborative work model, we empower our people to serve clients and support each other. Strong brands are built through consistent delivery of a company's value proposition - for both its employees and its customers.
At Crump, we believe in investing in the teammates who work for us, supporting the business goals of the myriad professionals who work with us so they can best meet their clients' needs, and bettering the communities that house our teammates. These beliefs have allowed Crump to maintain our standing as an industry top performer, not only as measured by sales results but, more importantly, by consistent customer and employee satisfaction and retention.
Job Summary Responsible for requesting all life insurance in-force policy illustrations, following-up to make sure they are received in a timely manner, and reviewing the illustrations for accuracy (based on the requested parameters).
Job Description ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
- Demonstrate an ability to gather, coordinate, review, analyze, and organize information relating to the accurate completion of life insurance in force illustration requests.
- Be able to ask and answer questions related to the policy review and in force life insurance illustration process.
- Possess the ability to communicate over the phone with clients in a professional and organized manner.
- Demonstrate the ability to understand the life insurance illustration request form and how it should be completed properly to meet all client and carrier processing requirements.
- Be able to review spelling, numbers, and the structure of a completed life insurance illustration, based on the request and data provided to the policy review analyst over the phone by the requesting party.
- Possess the ability to effectively communicate and motivate insurance carriers to move expeditiously when errors need to be corrected.
- Perform additional review and administrative functions as required.
QUALIFICATIONS
Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- One year of college or secondary level educational courses and/or industry related courses.
- Two years of experience within the life insurance industry or comparable industry.
- Proficient in the use of PC, Word, and Excel systems.
- Good typing skills.
- Possess strong customer service skills.
- Be proficient in the use of most standard business office equipment (i.e. fax, email, copier, etc).
- Possess strong office writing, grammar, speaking, spelling, and listening skills. Possess strong organizational and time management skills.
- Possess a strong understanding of life insurance sales illustrations.
- Have an understanding of the sales process, sales concepts, and life insurance policy structure.
- Ability to evaluate circumstances and respond appropriately.
- Need to be very detailed oriented and good with numbers.
- Ability to multi-task without losing your effectiveness.
- Ability to effectively communicate your needs and requirements to those supporting you.
- Possess patience and strong training and people development skills
Preferred Qualifications:
- Experience specifically in life insurance sales, life insurance sales support, and/or life insurance illustration case design
Crump Life Insurance Services
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