Presales & Illustrations Specialist

Crump; Raleigh (NC); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Benefits package

Job summary

Crump in Raleigh, NC seeks an Illustration Support specialist to provide presale support and generate qualified illustrations to help producers meet objectives.

You will maintain product and carrier knowledge, run illustrations, and supply marketing materials while upholding service levels and CRM documentation to ensure timely follow-up and strong client service. This role requires clear communication, teamwork, and the ability to manage multiple tasks in a fast-paced environment.

Qualifications

• Effective interpersonal and written communication skills.
• Ability to provide excellent customer service to both internal and external customers.
• Effective time management skills and ability to multitask.
• 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.
• Proficiency in basic computer applications such as Microsoft Office software.
• 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.

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

Interpersonal skills

Customer service

Time management

Multitasking

Independent work

Self-directed

Windows PC experience

Microsoft Office

Problem solving

Communication across levels

Telephone etiquette

Work ethic

Education

Bachelor's degree or equivalent

Tools

CRM software

Job description

Crump in Raleigh, NC seeks an Illustration Support specialist to provide presale support and generate qualified illustrations to help producers meet objectives.

You will maintain product and carrier knowledge, run illustrations, and supply marketing materials while upholding service levels and CRM documentation to ensure timely follow-up and strong client service. This role requires clear communication, teamwork, and the ability to manage multiple tasks in a fast-paced environment.