Insurance Analyst
Crump Roofing
full-time
Posted on:
Location Type: Remote
Location: Arizona • North Carolina • United States
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About the role
- 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.
Requirements
- Effective interpersonal and written communication skills
- Ability to provide the Perfect Client Experience to both internal and external clients
- Effective time management skills
- Ability to work independently as well as in a team environment
- Experience with PCs in a Windows environment
- Four-year college degree in business or equivalent education
- Two years of work experience in the life insurance industry
- Experience with database management systems
- Intermediate level skill in use of Microsoft Word, Excel and PowerPoint
Benefits
- PTO
- medical
- dental
- vision
- retirement savings
- disability insurance
- life insurance
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
database management systemsMicrosoft WordMicrosoft ExcelMicrosoft PowerPoint
Soft skills
interpersonal communicationwritten communicationtime managementindependent workteamwork
Certifications
four-year college degree in business