Client Concierge Associate

Crump

About The Position

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 Act as a liaison between the account relationship and all Crump Life Insurance Services internal resources (including: Case Management, Sales Support, Sales Management, Commissions, Licensing, Contracting, and Underwriting). In this role the incumbent will need the proper presales and post-sales support knowledge and be able to be the lead contact point for all agent/ advisor inquiries to ensure a boutique level of service. 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.

Requirements

Bachelor's degree in business or a related field or equivalent combination of education and relevant experience
Five years of customer service experience
Exceptional 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 in a fast paced sales environment
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
Proficiency with Microsoft Office including Word, Excel, Outlook, and the ability to navigate and utilize the Internet
Proficiency with office equipment including fax machines, copiers, telephone systems, etc
Demonstrated history of relationship management success
Ability to work without close supervision and to exercise independent judgment and problem solving in a professional area
Demonstrated time management and organizational skills
Strong attention to detail and accuracy
Ability to communicate precisely and professionally in both verbal and written communication with internal and external customers alike
Ability to react to change in a productive and positive manner
Ability and willingness to support team to accomplish team goals

Nice To Haves

Three years of Life insurance experience

Responsibilities

Act as the point of contact with the client and within Crump on all matters. To include but not be limited to, illustrations requests, managing cases, service issues, and commission questions
Handle more complex Life Insurance cases and illustrations requests
Review new insurance applications for missing information (i.e., forms, signatures, policy criteria, etc.), prior to submission to the insurance carrier
Conducts regular follow-up both internally and externally on all outstanding requirements
Organizes and prioritizes workload to ensure case is processed, issued, and placed in a timely manner while maintaining frequent communication to manage customer expectations appropriately
Proactively promoting Crump sales/underwriting initiatives and upselling to external customers as appropriate
Effectively communicate with agents, sales, underwritings and case management, with appropriate case detail to ensure timely completion
Develops and maintains relationships with home office underwriters and other home office personnel to maintain effective working relationship
Maintains knowledge of insurance industry and keep team abreast of changes necessary to ensure delivery of the best possible solutions and services to our customers
Lead, manage, and set priorities regarding case development and placement; as well as Agent outreach programs
Work with the Wholesalers and agents to coordinate and execute local marketing efforts and communications as established by Senior Management (i.e. PEP seminars, Advanced Sales, etc.)
Participate in educational development to gain an understanding of the competitive market, product, and industry trends and impacts