Crump Roofing

Insurance

• Serve in a support role, assisting assigned Insurance Strategists in achieving their defined territorial revenue goals.
• Interface with Private and Financial Advisors and assist them with any questions they may have as it relates to the insurance process.
• Assist in the policy review process, including requesting in-force ledgers, requesting appropriate illustrations and producing final presentation documents.
• Communicate directly with clients and assist the Insurance Strategist in the placement of life, disability and long-term care products.
• Provide educational material to advisors and clients.
• Produce client presentations.
• Provide support during the new business and underwriting process.

Insurance Analyst

Manager

• Maintains primary ownership of cases during the underwriting process
• Responsible for setting agents expectations appropriately and providing an exceptional service experience throughout the process
• Reviews new insurance applications for missing information, including but not limited to forms, signatures, key underwriting questions and data
• Reviews and analyzes underwriting requirements including Attending Physician Statements, exams, supplemental forms, etc.
• Conducts regular proactive case follow-ups via phone primarily and email secondarily, with insurance agents, vendors, internal resources, and carriers
• Organizes and prioritizes workload to ensure cases are processed, issued, and placed in a timely manner
• Utilizes agency management system to document all work activity and communication for all in-process cases
• Acts as a conduit for all issues associated with a case
• May have responsibility for reviewing issued insurance policies for accuracy
• Follows-up with insurance agents to ensure requirements necessary to activate insurance coverage are received within specified timeframe
• Takes the initiative to review other than applied for offers on term cases to determine if alternatives exist

Insurance Analyst

Case Manager