Sales Support Associate

Crump Roofing

Sales Support Associate producing life insurance illustrations and presale materials for Crump, a leading insurance and retirement products distributor. Supporting producers with carrier information, CRM documentation, and timely follow-up.

Posted 8/13/2026full-timeRemote • North Carolina, Pennsylvania • 🇺🇸 United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong product and financial knowledge in the insurance industry, with the ability to produce qualified illustrations and provide effective presale support. Proficient in CRM systems and Microsoft Office, with excellent communication and customer service skills.

Highest-signal resume keywords

Product KnowledgeIllustration ProductionCRM System ProficiencyCustomer Service SkillsTime Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Illustration ProductionFinancial KnowledgeProblem AnalysisBasic Computer ApplicationsMicrosoft Office Proficiency

Soft Skills

Effective CommunicationTime ManagementInterpersonal SkillsTeam CollaborationSelf-Directed Work

Tools & Technologies

CRM SystemWindows Environment

Industry Keywords

Insurance IndustrySales ProcessesPresale SupportCompetitive MarketsIllustration Workflows

About the role

Key responsibilities & impact

Produce qualified illustrations and provide presale support to meet producer objectives in a timely manner
Provide product and carrier information to producer groups and internal staff
Maintain detailed product and financial knowledge on all carriers
Develop working knowledge of internal and carrier software packages
Run appropriate illustrations based on knowledge of the competitive life insurance environment
Provide producers with illustrations and other marketing materials
Proactively follow up on all presale activity
Document requested illustrations for sales follow-up using a CRM system
Participate in educational development through internal and carrier training on competitive markets, products, and industry trends
Maintain departmental illustration workflows and SLAs for phone and illustration turnaround time

Requirements

What you’ll need

Effective interpersonal and written communication skills
Excellent customer service skills for internal and external customers
Effective time management and prioritization skills
Ability to accomplish multiple tasks simultaneously
Ability to work independently and in a team environment
Ability to work in a self-directed fashion
Experience with PCs in a Windows environment
Proficiency in basic computer applications, including Microsoft Office
Ability to analyze problems and develop solutions
Ability to communicate with individuals at all organizational levels
Bachelor's degree or equivalent education, training, and work-related experience
Excellent telephone etiquette skills
Maturity, competitiveness, and a good work ethic
Preferred: knowledge of the insurance industry, products, and sales processes

Benefits

Comp & perks

PTO
Medical insurance
Dental insurance
Vision insurance
Retirement savings
Disability insurance
Life insurance