Sales Support Associate

Posted 3 Days Ago
Be an Early Applicant
6 Locations
Remote
Entry level
Insurance
The Role
The Sales Support Associate provides presale support by producing qualified illustrations, maintaining product knowledge, managing workflow, and providing customer service to producers and internal staff within the insurance industry.
Summary Generated by Built In

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Regular or Temporary:

Regular

Language Fluency:  English (Required)

Work Shift:

1st Shift (United States of America)

Please review the following job description:

Produces qualified illustrations and provides presale support to meet producer objectives in a timely manner.

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.
1. Provide product and carrier information to the producer groups as well as internal staff.
2. Maintain detailed product and financial knowledge on all carriers.
3. Develop a working knowledge of important software packages (internal and carrier)
4. Run appropriate illustrations based on knowledge of the competitive life insurance environment
5. Provide producers with illustrations and other marketing materials they may need
6. Proactively follow-up on all presale activity
7. Document requested illustrations for sales follow-up utilizing a CRM system
8. Participate in educational development to gain an understanding of the competitive market, product, and industry trends via internal and carrier training
9. Maintain departmental illustration workflows and SLA's on phone and illustration turnaround time
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.
1. Effective interpersonal and written communication skills
2. Ability to provide excellent customer service to both internal and external customers
3. Effective time management skills
4. Ability to prioritize and accomplish multiple tasks simultaneously
5. Capable of working independently as well as in a team environment
6. Ability to work in a self-directed fashion
7. Experience with PCs in a Windows environment
8. Demonstrated proficiency in basic computer applications such as Microsoft Office software products
9. Ability to analyze problems and develop solutions
10. Ability to communicate with individuals at all levels of the organization
11. Bachelor's degree or equivalent education, training and work-related experience
12. Excellent telephone etiquette skills
13. Ability to display maturity, competitiveness, and a good work ethic
Preferred Qualifications:
1. Demonstrated knowledge of Insurance industry, product and sales processes

General Description of Available Benefits for Eligible Employees of TIH Insurance: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of TIH Insurance offering the position. TIH offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on TIH's generous benefit plans, please visit our site. Depending on the position and division, this job may also be eligible for TIH’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Crump Life Insurance supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Crump Life Insurance is a Drug Free Workplace.

EEO is the Law   Pay Transparency Nondiscrimination Provision   E-Verify

Top Skills

MS Office
The Company
HQ: Harrisburg, Pennsylvania
803 Employees
On-site Workplace

What We Do

Crump Life Insurance Services, a leading third-party distributor and service provider of insurance and retirement products, is part of Truist Insurance Holdings, Inc., the fifth-largest insurance broker in the United States.* Crump supports the distribution of life insurance, annuities, long term care, linked benefits, disability, and health products with the industry’s premier sales and back-office support and technology services, marketing under the following brands: Crump, Truist Life Insurance Services, and Tellus.
* Source: Business Insurance Magazine

Our culture focuses on embracing diversity and inclusion while fostering a “place I want to be” environment for teammates. We are a high-performance organization that values our teammates’ contributions to our success.

All social media postings by Crump and related entities are for insurance professional use only. They are not intended to be used in the solicitation of sales to the public nor are they intended to support the recommendation of any product or strategy for any particular client or class of clients. They are for use with non-registered products only. Crump operates under the license of Crump Life Insurance Services Inc., AR license #100103477. Products and programs offered through Crump are not approved for use in all states.

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