Insurance Analyst

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 Serve in a support role, assisting assigned Insurance Strategists in achieving their defined territorial revenue goals.

Requirements

Effective interpersonal and written communication skills
Ability to provide the Perfect Client Experience to both internal and external clients
Effective time management skills
Ability to work independently as well as in a team environment
Experience with PCs in a Windows environment
Four-year college degree in business or equivalent education
Two years of work experience in the life insurance industry
Experience with database management systems
Intermediate level skill in use of Microsoft Word, Excel and PowerPoint

Nice To Haves

NASD Series 6 and 63 and Life and LTC licensing

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.