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Sales Support Associate
Crump RoofingSales Support Associate producing qualified illustrations and providing presale support to meet producer objectives timely. Working in a collaborative environment leveraging technology tools to support internal staff.
About the role
Key responsibilities & impact- 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
Requirements
What you’ll need- 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
- Excellent telephone etiquette skills
- Ability to display maturity, competitiveness, and a good work ethic
- Demonstrated knowledge of Insurance industry, product and sales processes
Benefits
Comp & perks- PTO
- Medical insurance
- Dental insurance
- Vision insurance
- Retirement savings
- Disability insurance
- Life insurance
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
illustration productionfinancial knowledgeCRM system documentationproblem analysissolution development
Soft Skills
interpersonal communicationwritten communicationcustomer servicetime managementtask prioritizationindependent workteam collaborationself-directiontelephone etiquettework ethic
Certifications
Bachelor's degree