Sales Support Associate

Amerilife Group, LLC; Pennsylvania; Hybrid; USD 45,000 - 65,000; Full time

Benefits offered by this job

Benefits package

PTO

Medical insurance

Dental insurance

Vision insurance

Retirement savings

Disability insurance

Life insurance

Job summary

AmeriLife Group, LLC is seeking a qualified illustrations and presale support professional to deliver timely, accurate illustrations and materials for producers. You will maintain product knowledge, run illustrations, and provide marketing resources, while following up on presales activities and documenting outcomes.

In this role, you will develop a strong understanding of competitive life insurance products and markets, collaborate closely with producers and internal teams, and participate in

Qualifications

• Effective 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.

Responsibilities

• Provide product and carrier information to the producer groups and internal staff.
• Maintain detailed product and financial knowledge on all carriers.
• Develop working knowledge of important software packages and run illustrations accordingly.
• Provide producers with illustrations and marketing materials as needed.
• Proactively follow-up on all presale activity.
• Document requested illustrations for sales follow-up using a CRM system.
• Participate in educational development to gain understanding of the market and trends.
• Maintain illustration workflows and SLA's on phone and illustration turnaround.

Skills

Interpersonal communication

Customer service

Time management

Multi-tasking

Independent worker

Self-directed

Windows PC experience

Microsoft Office proficiency

Problem solving

Communication across levels

Bachelor's degree or equivalent

Telephone etiquette

Work ethic

Education

Bachelor's degree or equivalent education, training and work-related experience

Tools

CRM system

Microsoft Office

Job description

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

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

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.

• 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.

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.

• Effective 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
• 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
• Demonstrated proficiency in basic computer applications such as Microsoft Office software products
• 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

Preferred Qualifications:

• Demonstrated knowledge of Insurance industry, product and sales processes.

What AmeriLife Offers

• A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.

Equal Employment Opportunity Statement

We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive.

Americans with Disabilities Act (ADA) Statement

We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process, please contact us at [e-mail].

Pay Transparency Statement

We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request.

Background Screening Statement

Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.

Join a company where your contributions make a difference. The demand for financial services is growing--7 in 10 Americans agree the pandemic has been a wake‑up call to re‑evaluate long‑term financial goals. * Our business units go to market under different brands (Crump, RiskRighter, Tellus Brokerage Connections, TIME, and Truist Life Insurance Services), yet we all support our mission of delivering more resources, insurance, and retirement solutions, and creating a perfect client experience for financial professionals and consumers. Our culture focuses on embracing diversity and inclusion, while fostering a “place I want to be” environment for teammates. If you are passionate about creating change by providing unmatched service, then we may be the place for you. We are a high-performance organization that values our teammates’ contributions to our success. We offer a one‑stop shop working closely with the industry’s highest-rated and most competitive carriers for life, annuities, long term care, linked benefits, and disability insurance and to provide seamless access to our in‑house expertise for each product line. Crump, a leading third‑party distributor and service provider of insurance and retirement products, is part of TIH Insurance.