Crump Roofing

Advanced Case Designer

Crump Roofing

full-time

Posted on:

Location Type: Remote

Location: North Carolina • Pennsylvania • United States

Visit company website

Explore more

✨ AI Apply
Apply

About the role

  • Provide life insurance producers with specific advanced planning and illustration support to generate life insurance sales
  • Understanding advanced estate and business planning concepts
  • Conduct case design, and developing advanced planning marketing tools
  • Present planning concepts
  • Conduct advanced sales case design
  • Perform advanced case research and development
  • Fully understand client life needs – income protection, estate planning, replacement
  • Review available approved products per wirehouse and select carriers, products, and design that are best for the client
  • Creation of advanced sales marketing tools
  • Prepare sales presentation, including obtaining compliance approval from financial institution
  • Act as a liaison between financial institutions, agents and carrier home offices to facilitate sales
  • Support the sale of carrier specific and Crump proprietary advanced sales deliverables
  • Maintain in-depth knowledge of approved carriers & products by financial institution, including new products, product changes, transitions, repricing, limitations, riders, etc.
  • Effectively communicate on a regular basis with sales team, carrier wholesalers, internal sales desks, and case managers, to ensure open communication on product, changes, etc.

Requirements

  • 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
  • Experience with advanced case design, research and complex cases
  • Experience creating marketing tools to drive sales
  • Solid understanding of various tax and legal rules, as it pertains to life insurance
  • Excellent writing and technical research skills
  • Exceptional organizational skills
  • Knowledge of carrier life products, specific advanced sales concepts and illustration software
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 & Tools
advanced case designcase researchsales presentation preparationmarketing tool creationproduct knowledgetax ruleslegal rulesillustration softwarecustomer serviceproblem analysis
Soft Skills
interpersonal communicationwritten communicationtime managementprioritizationindependent workteam collaborationself-directionorganizational skillstechnical researchcustomer service
Certifications
Bachelor's degree