Crump Roofing

Customer Support

• Proactive response to AXA Advisors inquiries for in-force policies regarding status and activity
• Ensuring optimal, prompt and accurate response and service is delivered to AXA Advisors at all times
• Process incoming requests for in-force policies along with complex inquiries and proactively communicate status updates to AXA Advisors, with minimal direction and/or guidance
• Maintain current and working knowledge of multiple carrier in-force guidelines
• Following instructions independently, create professional and comprehensive correspondence/memos to carriers and agents
• Effectively manage multiple priorities with differing demands and critically analyze all situations and solve problems
• Acting as a liaison between the advisors and carriers, using expertise to build strong health relationships with customers
• Support the necessity of changes in the work environment and help guide morale in a positive direction among peers
• Display role model qualities such as: positive professional attitude toward internal and external customers at all times
• Support team structure, dependability for being at work and available to help the team, set the bar for high standards of accountability and accuracy
• Ability to cope in a fast-paced job environment

Senior Customer Service Representative

Manager

• Consult with business leaders to align activities and solutions to business strategy.
• Recommend strategic solutions based on research, information analysis, and collaboration with various stakeholders and partners.
• Manage full range of IT Projects.
• Help manage the full IT budget including ensuring proper capitalization of resources.
• Creation of executive-level presentations including status reports, proposals, and other information.
• Help manage and track IT contracts including software renewals and professional services.
• Help manage relationships and associated processes with offshore vendors.
• Oversee day to day second level application support.
• Ensure that program activities are on path to deliver benefits realization.
• Ensure implementation and oversight of appropriate risk management plans for program initiative in area of responsibility.
• Articulate overall performance of multiple programs and initiatives via dashboard reporting for use by key executives.

Technology Business Manager

Insurance

• Discuss needs with and sell life, long-term care and disability income insurance to clients and advisors
• Manage daily activities and drive sales activity and pending business
• Handle incoming calls directly from referral sources
• Complete insurance applications and follow cases through the underwriting process
• Explain to clients and advisors how various insurance products work and their advantages
• Explain basics of estate planning, business planning, asset leveraging, and insurance planning

Insurance Strategist

Infrastructure Engineer

• Performs problem tracking, diagnosis and root-cause analysis, replication, troubleshooting, and resolution for complex technical infrastructure issues
• Responds to issues in a timely manner by receiving and investigating incidents or service tickets
• Analyzes and observes trends with technical issues and develops recommendations for long-term improvements
• Applies in-depth knowledge of technical infrastructure, support, and an understanding of best practices
• Provides implementation and service support of core IT Platform infrastructure with a focus on Production Stability / Uptime
• Provides continuous Capacity Planning to ensure service demands can be met
• Provides support for SOC-1 and SOC-2 compliance and carrier partner audits

Principal Infrastructure Engineer

Director

• Drive sales growth by promoting Crump’s value proposition
• Collaborate with internal teams to support producer success
• Maintain and grow relationships across your region
• Prospect, profile and manage existing producers for new and existing insurance sales opportunities; recruit new producers into book of business
• Develop a Business Plan that details activities to be followed during the fiscal year, which will focus on producing or exceeding quota
• Incrementally grow book of business, account, territory, etc. to reflect strategic business plan requirements with a focus on high producing agents to improve retention and production
• Maintain proactive sales relationships with producers of respective territory and/or assigned channel/products/accounts through ongoing producer profiling, constant relationship-building, and refining and refreshing broker base
• Maintain sales production metrics on a monthly basis, build appropriate sales inventory and achieve sales production plan
• Maintain a consistent blend of Permanent versus Term business
• Work with and maintain strong working partnerships with Crump’s operations teams (contracting, illustrations, case management, underwriting, commissions, etc.) to effectively issue and place policies
• Remain contemporary on relevant industry, legislative and tax-related issues
• Provide feedback from agents on product marketing, processing and other related customer service issues
• Make required volume of proactive sales calls, sales visits, seminars, marketing campaigns and outreach to drive production
• Maintain accurate customer relationship management (CRM) activity records
• Presents, conducts and organizes seminars for agents
• Demonstrates technical selling skills and product knowledge in areas of life, annuity, long-term care, and disability
• Understanding of the Underwriting process and is able to navigate a case from presale to placement

Regional Director

Sales

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

Sales Support Associate

• Build relationships and initiate new sales in assigned territories
• Assist Advisors in selling estate, business, charitable, and life insurance concepts and ideas
• Meet with high net worth clients of assigned advisors as part of the Integrated Relationship Management (IRM) Team
• Support IRM partners in delivering marketing programs tailored to client needs
• Interface with support staff for completing and placing life insurance with clients

Regional Insurance Strategist

Sales Development Rep

• Conduct targeted phone-based marketing campaigns focused on generating business development and relationship growth opportunities with both new and existing financial professionals
• Obtain financial professional specific information to help create and maintain accurate profiles using CrumpCRM (Microsoft Dynamics-based Customer Relationship Management system)
• Support financial professional questions about troubleshooting Crump resources and help connect them with the correct Crump support, on-line, on the phone, or in-person
• Perform outbound marketing phone calls to new and existing financial professionals to generate business development opportunities
• Utilize the CrumpCRM system to log calls, contacts, conversations, and illustration requests
• Support financial professional adoption of Crump's digital platform tools such as the Crump Transaction Center and other web-based tools, through the utilization of phone training and Webex walk-throughs, if needed
• Collaborate with internal and external sales partners to further financial professional business development opportunities
• Analyze financial professional business needs based on CrumpCRM profile information and financial professional-provided information to determine best sales approach and be able to change approaches as needed to achieve campaign goals
• Identify additional business development opportunities beyond the specific campaign topic, based on knowledge of additional Crump products and services
• Provide marketing support content distribution (emails, webinars, videos, flyers, podcasts)
• Deliver customer support related to inbound sales calls and emails by providing prompt and knowledgeable service to connect the financial professional with the Crump resources needed
• Ability to describe and provide high level training on Crump's digital solutions, including basic questions regarding usage and navigation, over phone and/or Webex