Presales Insurance Illustration Specialist

Crump Life Insurance Services; Utah; On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Comprehensive benefits package

PTO

Medical, dental, and vision insurance

Retirement savings

Life insurance

Job summary

Crump Life Insurance Services is seeking a professional to produce qualified illustrations and provide presale support to meet producer objectives. The role requires effective communication skills and a strong understanding of life insurance products.

Key responsibilities include offering product information to producer groups, maintaining knowledge of competitive products, and utilizing CRM systems for effective follow-up. A Bachelor's degree is preferred.

Qualifications

• Ability to prioritize and accomplish multiple tasks simultaneously.
• Capable of working independently as well as in a team environment.
• Excellent telephone etiquette skills.

Responsibilities

• Provide product and carrier information to the producer groups.
• Maintain detailed product and financial knowledge on all carriers.
• Proactively follow-up on all presale activity.

Skills

Effective interpersonal and written communication skills

Customer service skills

Time management skills

Problem analysis and solution development

Teamwork capabilities

Self-directed work style

Education

Bachelor's degree or equivalent education

Tools

Microsoft Office

CRM systems

Job description

Crump Life Insurance Services is seeking a professional to produce qualified illustrations and provide presale support to meet producer objectives. The role requires effective communication skills and a strong understanding of life insurance products.

Key responsibilities include offering product information to producer groups, maintaining knowledge of competitive products, and utilizing CRM systems for effective follow-up. A Bachelor's degree is preferred.