Crump Roofing

Insurance

• Lead clients through discovery, including personal or business needs and goals, current financial status, be able to articulate identified gaps and opportunities, and describe solutions including life, long term care and disability income insurance to meet client needs.
• Manage daily activities and drive sales activity and pending business.
• Handle incoming calls directly from referral sources, and to be available for pre-set calls with clients and their Advisors.
• Complete insurance applications and take responsibility for following cases thorough the underwriting process.
• Explain to clients and advisors how various insurance products work, the differences between product types, and their advantages.
• See all sales activity through towards product purchase.
• Be knowledgeable in positioning life insurance in the financial planning process, including advanced estate planning strategies, ILIT's, Special Needs Trusts, positioning life insurance as an asset class, policy loans, taxation of life insurance, annual and lifetime gifting, wealth transfer/maximization strategies and utilizing life insurance in the business planning process to include executive benefits.
• Have a complete understanding of the underwriting process and the role within it.

Senior Insurance Strategist

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

Accountant

• Independently perform or coordinate a variety of advanced accounting activities, including more complex accounting processes in accordance with generally accepted accounting principles (GAAP)
• Coordinate accounting, reporting processes and workflow of other team members
• Oversee the complete and accurate maintenance of assigned accounting records and the preparation and compilation of financial reports and information
• Assist with GAAP and regulatory reporting for assigned business unit or division and perform other related accounting tasks and analyses
• Provide leadership and mentoring for less experienced team members, including the review and approval of work of other team members
• Prepare or review journal entries and monitor assigned account activity to accurately record Truist Insurance Holdings’s financial transactions in accordance with GAAP and internal accounting policies
• Compile and maintain necessary supporting documentation
• Complete or review and approve reconcilements for assigned general ledger accounts in accordance with corporate reconcilement policies and standards
• Research and resolve items as necessary
• Maintain adequate supporting documentation
• Coordinate the design, implementation and documentation of accounting and reporting process workflow and controls for assigned accounts and subsidiary accounting systems (which may include spreadsheets, databases or applications), including reconcilement controls
• Recommend control refinements as products, processes, GAAP, regulatory reporting requirements or corporate policies change
• Review and update policies and procedures for compliance with governmental regulations and corporate policies and standards
• Coordinate development of new accounting processes and procedures as needed
• Prepare and interpret more complex reports and analyses related to various aspects of the company’s financial performance, internal control compliance, budget or forecast variances, etc
• Prepare variance analysis reports and explanations for assigned general ledger reports
• Respond to inquiries and provide analysis of financial information
• Ensure complete data capture and accurate and timely submission of assigned management, regulatory and financial reports and analyses
• Maintain corporate and/or subsidiary accounting systems, which may range from simple spreadsheets to more complex databases
• Assist in the development and testing of economic models
• Maintain a working knowledge of applicable GAAP concepts
• Build expertise related to assigned area of responsibility
• Coordinate applicable responses for internal or external audits and examinations
• Collaborate with Accounting Policy, as applicable, related to responses to external and regulatory requests

Senior Insurance Strategist

Sales Support Associate

Senior Accountant