Crump Life Insurance Resume Samples
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Crump Life Insurance Resume Samples
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KL
K Langworth
Kali
Langworth
8947 Bauch Land
Philadelphia
PA
+1 (555) 276 1484
8947 Bauch Land
Philadelphia
PA
Phone
p
+1 (555) 276 1484
Experience
Experience
Phoenix, AZ
Crump Life Insurance
Phoenix, AZ
Keeling Group
Phoenix, AZ
Crump Life Insurance
- Work with the sales team to coordinate and execute local marketing efforts and communications as established by Senior Management
- Perform case audits for Tellus agencies, working in tandem with Tellus Operations Manager and/or Account Manager
- Work with Sales and Operations management to maintain and improve a specific set of processes for managing priority business
- Assist in training new Case Manager Assistants when called upon
- Responsible for on-going coaching and performance management, performance reviews and disciplinary action
- Develops annual marketing plan working with business unit leaders and marketing management
- Provides and/or oversees licensing and contracting training and educational development
Los Angeles, CA
Crump Life Insurance Internal Wholesaler
Los Angeles, CA
Mann Inc
Los Angeles, CA
Crump Life Insurance Internal Wholesaler
- Partner with Sales Managers with all aspects of producer development and maintenance of business
- Develop new business by recruiting new agents and growing existing agent groups to maximize revenue potential
- Successfully build relationships with key producers to discuss complex sales concepts, marketing campaigns, and product information
- Maintain and grow an individual sales revenue goal or enhanced team sales goal
- Proactive calling to all assigned agents to build block of business
- Work with Case Managers/Sr. Case Managers to identify issues proactively that may cause cases not to pay and assist with solutions to move cases back on track
- Makes or recommends employment, termination, and performance improvement plans, and conducts performance and salary reviews
present
Philadelphia, PA
Crump Life Insurance Client Concierge Associate
Philadelphia, PA
Howell-Ritchie
present
Philadelphia, PA
Crump Life Insurance Client Concierge Associate
present
- Act as the point of contact with the client and within Crump on all matters. To include but not be limited to, illustrations requests, managing cases, service issues, and commission questions
- Proficiency with office equipment including fax machines, copiers, telephone systems, etc
- Review new insurance applications for missing information (i.e., forms, signatures, policy criteria, etc.), prior to submission to the insurance carrier
- Develops and maintains relationships with home office underwriters and other home office personnel to maintain effective working relationship
- Maintains knowledge of insurance industry and keep team abreast of changes necessary to ensure delivery of the best possible solutions and services to our customers
- Work with the Wholesalers and agents to coordinate and execute local marketing efforts and communications as established by Senior Management (i.e. PEP seminars, Advanced Sales, etc.)
- Lead, manage, and set priorities regarding case development and placement; as well as Agent outreach programs
Education
Education
Bachelor’s Degree in Business
Bachelor’s Degree in Business
Pepperdine University
Bachelor’s Degree in Business
Skills
Skills
- Excellent organizational and time management skills; ability to manage multiple priorities
- Ability to display maturity, competitiveness, and good work ethic
- Ability to provide excellent customer service to both internal and external customers
- Excellent knowledge of sales process
- Ability to produce high quality work in a fast paced environment
- Detail oriented, take-charge person with excellent relationship building skills and strong technical (computer) skills
- Be able to work independently, managing daily work load efficiently and effectively. 17.Have good task management and time management skills
- Be able to communicate in writing or over the phone in a professional and effective manner
- Strong negotiation skills with the ability to use advanced judgment in problem solving
- Understand and be able to explain to any financial advisor how life insurance products work, the differences between product types, and the advantages of owning life insurance
15 Crump Life Insurance resume templates
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1
Crump Life Insurance Resume Examples & Samples
- Be available to accept incoming calls directly from FAs, referred from case design, and referred from the help desk teams
- Be able to identify the purpose of the call and determine who should be handling the call going forward
- Possess a clear understanding and knowledge of our wirehouse firms, their requirements, and TIME’s supporting role within their systems
- Understand and be able to explain to any financial advisor how life insurance products work, the differences between product types, and the advantages of owning life insurance
- Develop initial FA relationships for the RSs and TIME by marketing both resources to them and promoting the services both can provide to them
- Help the financial advisor identify the sales opportunities and give them direction and assistance in selling the appropriate life insurance product
- Be able to move the financial advisor to take action on the proposed plan
- Be able to explain the basics of estate planning, insurance planning (including how to handle 1035 loans, explanation of insurance forms, and how to determine the need and amount of coverage), and asset leveraging concepts to a financial advisor
- Have a complete understanding of the underwriting process and the IS role within it
- Be able to work independently, managing daily work load efficiently and effectively
- Have good task management and time management skills
- Exhibit a clear understanding of the Internal Specialist role and how to “drive the bus” to achieve consistent and repetitive success
- Minimum Education (or substitute experience) required: High School Diploma (required) and 2-4 years of college level or equivalent classes preferred, not required
- Applicant must be licensed to sell Life & Health insurance (license must be active)
- Securities licensing (Series 6 & 63) are mandatory
2
Crump Life Insurance Resume Examples & Samples
- Serves as the primary Tellus operations support contact for an assigned group General Agencies
- Acts as the liaison between Tellus GA's and carrier partners during the onboarding process
- Responsible for ensuring that all of their assigned GA's direct submit business is reported in a timely fashion for the purpose of accruing revenue and expediting compensation payments
- Maintains regular communications with agencies and provides operational support on a consultation basis
- Acts as a point of escalation with Crump Shared Service teams and carrier partners, as needed
- Acts as a conduit for all issues associated with case reporting with all internal departments
- Acts as a case management liaison for assigned Tellus GA's when full service processing is required by the carrier
- Organizes and prioritizes workload to ensure inquiries are responded to in a timely fashion, for both external and internal customers
- Accountable for monitoring and researching Tellus direct business on a monthly basis to ensure timely placement
- Responsible for weekly reports of high level agency activity at team meetings, including the monitoring of agency production
- Assists the Tellus Sales team in helping agencies grow their business
3
Crump Life Insurance Resume Examples & Samples
- Make telephone calls to medical facilities while meeting daily call volume expectations
- Identify problem cases and research solutions to avoid processing delays
- Effectively work multiple cases from start to finish to meet varying customer deadlines
- Utilize computer system to track workflow and status on each APS request
- Effectively organize and prioritize work on a daily basis
- Promptly return all internal and external email and telephone messages
- Ability to produce high quality work in a fast paced environment
- Capable of working independently as well as in a team environment
- Ability to work in a self-directed fashion
- Excellent telephone communication skills
4
Crump Life Insurance Client Concierge Associate Resume Examples & Samples
- Act as the point of contact with the client and within Crump on all matters. To include but not be limited to, illustrations requests, managing cases, service issues, and commission questions
- Handle more complex Life Insurance cases and illustrations requests
- Review new insurance applications for missing information (i.e., forms, signatures, policy criteria, etc.), prior to submission to the insurance carrier
- Conducts regular follow-up both internally and externally on all outstanding requirements
- Proactively promoting Crump sales/underwriting initiatives and upselling to external customers as appropriate
- Effectively communicate with agents, sales, underwritings and case management, with appropriate case detail to ensure timely completion
- Develops and maintains relationships with home office underwriters and other home office personnel to maintain effective working relationship
- Maintains knowledge of insurance industry and keep team abreast of changes necessary to ensure delivery of the best possible solutions and services to our customers
- Lead, manage, and set priorities regarding case development and placement; as well as Agent outreach programs
- Work with the Wholesalers and agents to coordinate and execute local marketing efforts and communications as established by Senior Management (i.e. PEP seminars, Advanced Sales, etc.)
- Participate in educational development to gain an understanding of the competitive market, product, and industry trends and impacts
- Exceptional interpersonal and written communication skills
- Ability to provide excellent customer service to both internal and external customers
- Experience with PC's in a Windows environment
- Proficiency with office equipment including fax machines, copiers, telephone systems, etc
- 5-7 years of customer service experience
- 3-5 years of Life insurance experience preferred
- Ability to work without close supervision and to exercise independent judgment and problem solving in a professional area
- Demonstrated time management and organizational skills
- Ability and willingness to support team to accomplish team goals
5
Crump Life Insurance Case Design Specialist Time Resume Examples & Samples
- Produce and transmit accurate life insurance illustrations, in a timely manner, per company guidelines
- Have a complete understanding of how the department interacts with our wirehouse clients and what is expected of you
- Manage your daily workflow throughout your day,prioritizing and re-prioritizing as needed, so that you can complete a high number of requests, accurately, and on-time
- Provide product and concept support to TIME's customer firms, RSs, ISs, and FAs
- Possess the ability to communicate clearly, accurately, and effectively (verbally and in writing) with your customer
- Complete additional tasks and projects as assigned by your department manager
- Ability to prioritize and accomplish multiple tasks simultaneously
- High School Graduate or equivalent GED Knowledge, Skill and Experience
6
Crump Life Insurance Case Manager Time Resume Examples & Samples
- Receives and reviews new insurance applications for missing information, i.e., forms, signatures, policy criteria, etc., prior to submission to the insurance carrier. Also responsible for review of all compliance related activities based on protocol from our client firms
- Orders and reviews underwriting requirements including Attending Physician Statements, Exams, Inspection Reports, Motor Vehicle Reports, supplemental forms and other medical requirements for submission to the insurance carrier
- Acts as a conduit for all issues associated with a case to include coordination with all internal departments
- May have responsibility for reviewing issued insurance policy for accuracy before mailing to insurance agent
7
Crump Life Insurance Resume Examples & Samples
- Respond to internal / external commission inquiries via phone and e-mail in an effort to ensure prompt and accurate commission payments
- Prepare and submit, to the finance department, manual and void check requests in order to correct commission inaccuracies
- Request commission advances or scheduling of an off cycle check to prevent a delay in commission payment
- Open work orders for issues that cannot be resolved immediately and regularly follow-up on these outstanding issues
- Maintain incoming/outgoing carrier mail, sort and process Crump check cycles and returned mail
8
Crump Life Insurance Internal Wholesaler Resume Examples & Samples
- Successfully build relationships with key producers to discuss complex sales concepts, marketing campaigns, and product information
- Proactive calling to all assigned agents to build block of business
- Partner with Sales Managers with all aspects of producer development and maintenance of business
9
Crump Life Insurance Resume Examples & Samples
- Orders, and reviews underwriting requirements including Attending Physician Statements, Inspection Reports, Motor Vehicle Reports, supplemental forms and other medical requirements for submission to the carrier
- Follows-up with insurance agents on policy delivery requirements, including application amendments, health statements, insurance premium etc., to ensure policy is placed within specified timeframe
- Taking initiative to review other than applied for offers on term cases to determine if alternatives exist
10
Crump Life Insurance Resume Examples & Samples
- Excellent listening skills
- Ability to recognize opportunity for improvement of potential sale, take appropriate action or seek appropriate guidance
- Ability to communicate effectively orally and in writing
- Clear and pleasant phone demeanor
- Thorough knowledge of generally accepted office practices, procedures and equipment plus English usage, grammar, vocabulary and spelling skills
- Basic knowledge of advanced case designs and estate planning concepts
- Basic understanding of new business and underwriting process
11
Crump Life Insurance Resume Examples & Samples
- Possess a functional understanding of the Paragon and Paperclip system features and tools
- Request Exams, APS and Inspection Reports upon request by the primary Case Manager
- Follow up with service providers in accordance with department standards checking the status of requirements
- Possess a sound understanding of the various system activities used as part of the Case Manager Assistant function
- Confirm receipt of application and add carrier policy number, name of carrier Case Manager and Underwriter to Paragon system
- Enter exam expiration date in Paragon system
- Add all carrier replacement information to Paragon system
- Send completed special APS authorizations to the POS for signatures
- Process the receipt of delivery requirements and send to the carrier
- Request In-force confirmation from the carrier
- Must be able to manage and prioritize the daily work effectively
- Must be able to communicate professionally, concisely, and effectively with internal and external customers
- Assist in training new Case Manager Assistants when called upon
- Ability to prioritize and accomplish multiple tasks simultaneously in a fast paced sales environment
- Proficiency with Microsoft Office including Word, Excel, Outlook, and the ability to navigate and utilize the Internet
- Minimum Education (or substitute experience) required: High School Diploma and some college course work is desired, but not required
- Minimum Experience required: 1+ year of Case Management Assistant experience or comparable case processing or new business experience at an insurance agency or insurance company. Having worked in a corporate or office setting is also helpful
- Skills Required: Computer skills and familiarity, including a working understanding of how to use a PC; Experience with Word and Excel desired, but not required; Possess strong customer service skills; Possess a basic understanding of standard office equipment (i.e. fax machines, copiers, etc.) and how to function and utilize the internet efficiently; Possess strong organizational skills and be very detail oriented
12
Crump Life Insurance Resume Examples & Samples
- Ensure accurate case and agent data in Paragon for all Tellus accounts
- Drive Tellus revenue by placing cases, according to case placement guidelines
- Research Tellus pending inventory for cases that may be changed to a final status
- Perform case audits for Tellus agencies, working in tandem with Tellus Operations Manager and/or Account Manager
- Continual educational development in all aspects of the business to support channel initiatives
- Support service initiatives to Tellus Brokerage Connections channel
- Other projects, as assigned
- Knowledgeable of case management, commissions, or commission reconciliation as it pertains to placing cases accurately and generating revenue
- Proven track record of excellent customer service
- Solution-oriented, ability to go above and beyond
- Results-oriented; ability to work creatively within guidelines
- Excellent computer skills, proficient in Word and Outlook
- Must have working knowledge of Excel, and the ability to apply that knowledge to business needs
- Excellent interpersonal skills and a collaborative work style
13
Crump Life Insurance Resume Examples & Samples
- Assigns departmental workload to ensure responsibilities are completed in a timely manner while managing customer expectations
- Prioritizes and balances on-going licensing and contracting workload among staff to maintain service standards
- Provides and/or oversees licensing and contracting training and educational development
- Audits licensing and contracting work activity to ensure service standards are being met
- Work with appropriate internal and external counterparts to respond and resolve escalated licensing and contracting issues
- May handle licensing and contracting responsibilities in unique and/or complex situations
- Makes or recommends employment, termination, and performance improvement plans, and conducts performance and salary reviews
- Daily interaction with offshore associates
- Minimum one year senior level experience in L&C
- Proven leadership ability (credibility with carriers, peers, trust, process review to get things accomplished, using resources effectively)
- Solid interdepartmental, carrier, and external customer relationships
14
Crump Life Insurance Resume Examples & Samples
- Four year college degree in business or a related field or equivalent combination of education and relevant experience
- 2+ years of customer service experience
- 1-2 years of Life insurance experience preferred
- Demonstrated history of relationship management success
- Ability to communicate precisely and professionally in both verbal and written communication with internal and external customers alike
- Ability to react to change in a productive and positive manner
15
Crump Life Insurance Resume Examples & Samples
- Manager the monthly focus case processASSIST in developing the list of cases with high probability to pay during the current month
- Work with Case Managers/Sr. Case Managers to identify issues proactively that may cause cases not to pay and assist with solutions to move cases back on track
- Review for accuracy various reports generated on a daily, weekly or monthly basis and report discrepancies to the Supervisor
- Assist in the onboarding training process of new hires and identify training needs of existing staff and report progress back to the Supervisor. Where applicable, work with other service sites within platform to coordinate training needs
- Assist with carrier Champion responsibilities (depending upon service platform)
- Work with Case Managers/Sr. Case Manager and Sales managers on escalated situations and involves the Supervisor where applicable
- Assign and monitor team workload and ensures work is processed timely and with a high level of customer service
- Assist supervisor with case auditing of staff reporting / metrics gathering and provide feedback to the supervisor
- Manager the out of office coverage making sure communication is shared where applicable
- Assist in the development of less experienced Case Managers by using effective mentoring skills
- Fully support and be a shining example of the Perfect Client Experience model
16
Crump Life Insurance Resume Examples & Samples
- Assesses risks for the purpose of providing assessment services to carrier clients through evaluation of an individual's medical history or physical condition, occupational hazards, financial background, insurable interest and other information pertinent to the decision
- Participates in the ongoing education and development of the underwriters and department resources, i.e., home office practices, medical situations and impairments, and the dynamics of working with team's foreign and domestic associates
- Effectively communicates with carrier underwriters and management, with appropriate case documentation to ensure exceptional customer service
- Proactively presents ideas and participates in projects that contribute to the improvement of the department and its ability to deliver the best underwriting solutions and services to customers
- Develops knowledge of carrier underwriting guidelines, insurance products, brokerage market, and re-insurance market
- Maintains knowledge of insurance industry and keep team abreast of changes necessary to ensure delivery of the most comprehensive solutions and services to our customers
- Represents company at industry conferences and events, i.e., AHOU, and presents to internal and external customers
- Completes 150 to 300 quick quote reviews per day and/or provides assistance in auditing, assessments, and clearing of DUPLICATE files
- Strong knowledge of medical and financial underwriting
- Strong risk assessment and negotiation skills
- Ability to identify workflow improvements and recommend for implementation
- Previous junior underwriting or equivalent experience
17
Crump Life Insurance Resume Examples & Samples
- Possess a good understanding of all aspects of the carrier software packages we utilize internally
- Possess a good understanding of the various product types (including features, functions, structure, design implementation, and how to illustrate them)
- Possess the ability to give value added contributions to the illustration requestor that may enhance the probability of selling the case
18
Crump Life Insurance Resume Examples & Samples
- Responds to customer inquires to help facilitate the contract and appointment of insurance agents with appropriate insurance carrier
- Provides insurance agents with instructions and required forms, consistent with state and carrier guidelines, to complete and return for processing
- Receives, reviews, processes and submits required forms and documentation to insurance carrier for appointment approval
- Reviews internal status reports to identify outstanding requirements in need of follow-up
- Provides follow-up to agents via email, phone or fax, on status of pending appointment
- Follows-up with insurance carrier to obtain appointment approval and notifies agent and internal staff as appropriate
- Maintains and updates internal processing database to reflect work activity and communications on agent and corporate records to include personal information, carrier identifications, state licenses, appointment activations, terminations and executions and agent death claims
- Responsible for all incoming and outgoing electronic and paper mail, review and prepare documents for distribution and manage document storage. "
- Knowledge of insurance industry or financial services sector preferred, but not required
- High School Graduate or equivalent GED
19
Crump Life Insurance Resume Examples & Samples
- Provide direction and leadership to WIS team
- Develop strategic business plan and conduct effective planning sessions with WISs and BB&T bank business leaders
- Coach WIS team to achieve maximum performance of each individual
- Monitor sales results of each associate and communicate results
- Attract, develop and retain quality WISs
- Provide guidance and support to members of the team
- Develop effective communication within the BB&T bank areas of responsibility
- Identify individual selling skills and product knowledge deficiencies
- Achieve balanced performance of WIS team
- Achieve team sales plan
- Quality management and leadership skills with proven success in attracting, training, developing and retaining associates
- Ability to display maturity, competitiveness and good work ethic
- Proven record of success as a Sales Associate (or equivalent) with proven proficiency in developing strategic sales plan and continually achieving or exceeding assigned quotas or experience in the Life product industry with proven proficiency in product and industry knowledge
- Four year college degree in business or equivalent education and relevant experience preferred
- Advanced related degree helpful (CLU, ChFC, CFP, etc.)
- Life Insurance licensed and FNRA registered
20
Crump Life Insurance Resume Examples & Samples
- Possess the skill or have demonstrated an ability to gather, coordinate, review, analyze, and organize information relating to the completion of life insurance applications
- Possess the ability to ask and answer questions related to the life insurance application process (and possibly basic questions related to the underwriting process)
- Possess the ability to communicate over the phone with clients in a professional and organized manner
- Demonstrate the ability to professionally and accurately mark the application for signature and submission
- Demonstrate the ability to complete all the appropriate supplemental insurance company application forms required
- Demonstrate the ability to complete all the appropriate client firm forms required
- Professionally and expeditiously send the application to the client for signature
- Perform additional functions as requested by your team lead or manager
- High School Diploma (required); some college or secondary level educational courses and/or industry related courses are preferred (not required)
- Minimum 2+ years clerical, secretarial and/or administrative type experience. Experience within the life insurance industry is preferred, but not required
- Proficient in the use of PC, Word, and Excel systems
- Good typing skills (min. 35 wpm)
- Possess strong customer service skills,
- Be proficient in the use of most standard business office equipment (i.e. phone, fax, email, copier, etc),
- Possess strong office writing, grammar, speaking, spelling, and listening skills
- Possess strong organizational and time management skills
- Ability to evaluate circumstances and respond appropriately
- Need to be very detailed oriented and good with numbers
- Ability to multi-task without losing your effectiveness
21
Crump Life Insurance Resume Examples & Samples
- Receive requests for product information and illustrations from producers via telephone, fax, and email
- Compile appropriate and accurate illustrations based on the discussion with the producer and knowledge of the competitive insurance environment. Ensure all illustrations are quality checked prior to sending to producers. Expectation is for 99% accuracy
- All illustrations need to be handled as quickly as possible. Service levels require that requests will be turned around in a maximum of 2 – 4 hours (and in by 3:00, out by 5:00)
- Provide product and carrier information to the producer groups as well as internal staff
- Maintain detailed product and financial knowledge on all carriers
- Maintain proficiency and a working knowledge of the carrier software packages
- Proactively follow-up on illustrations, applications, and contracting
- Document requested illustrations for sales follow-up
- Point of contact for distribution of forms, etc
- Provide Marketing support to the team (eCards, promotion of AskLine calls etc.)
- Proactively contact agents to demonstrate CrumpLifeInsurance.com functions (Quoting Engines, Forms Now, Life Solutions, etc.) and generate application opportunities
- Excellent telephone communication skills to include customer service, professionalism, and the ability to discuss and determine the most appropriate illustrations to run
- Ability to display maturity, competitiveness, and a good work ethic
- General knowledge of industry, product and sales processes
- Experience in the insurance product industry with proven proficiency in product and industry knowledge preferred
- Four year college degree in business preferred or a related field or equivalent combination of education and relevant experience
22
Crump Life Insurance Resume Examples & Samples
- Improve, identify and implement process for efficiency in placing and tracking business by associated agencies
- Identified as a “go-to” person for Associated Agencies clients to efficiently direct case activity, design, underwriting, sales strategies, etc. for direct access and non-direct access carriers
- Identify and communicate carrier specialties for greater efficiencies and process development
- Instrumental in recommending and suggesting process improvement for identifying issues and developing and recommending solutions for greater efficiency
- Provide proactive customer service driven to achieve revenue plan
- Process/complete case management requirements for both light and full service model
- Work with Marketing to develop campaigns easily used by Associated Agencies
- Support service initiatives to Associated Agencies channel
- Knowledgeable of all aspects of the business, including case design, underwriting, case management, carriers’ niche’, advanced sales, licensing and contracting and commissions
- At least 3 years experience in sales, underwriting, case design and/or case management processing
- Excellent computer skills, proficient in excel, word, outlook and access
- Excellent interpersonal skills and a collaborative management style
23
Crump Life Insurance Resume Examples & Samples
- Sell life insurance to leads, provided by Crump accounts and producers, through daily phone calls and e-mail
- Manage your opportunities through provided technology (CRM, needs analysis, insurance quoting, case management, etc.)
- Participate in extensive product training to learn life insurance policy terms and underwriting guidelines
- Contribute thoughts for improving the sales and marketing efforts of this rapidly growing business
- Bilingual-Spanish preferred
- Potential to successfully lead a sales team
24
Crump Life Insurance Resume Examples & Samples
- Plan, develop and implement the strategy for operational management and development in an effort to meet or exceed the Operating Plan objectives, all done within agreed budgets and timeframes
- Support sales and revenue growth through continuous enhancement to processes and client service model
- Maintain, improve, build where necessary, processes and systems to efficiently and accurately provide defined support to TIME clients, including TIME sales force. Supervise the work with Client firm management where necessary to structure and/or modify support to meet their needs
- Talent Management – Attract, retain, lead, motivate and develop leadership team (New Business & Business Analysis/Reporting Supervisors and other management roles)
- Establish and maintain appropriate systems for measuring performance of operational management and development i.e. associate satisfaction, client satisfaction, case cycle times, etc
- Develop strong business partnership and relationships with key stakeholders, including sales management, operations/client service professionals at client firms, carriers and vendors. Ultimate responsibility for relationship with Client firms on operational issues; ability to communicate on an executive level to resolve issues. Monitor, measure and report on operational issues, opportunities and development plans and achievements within agreed formats and timeframes. Work collaboratively with other support areas at TIME - including sales support services and marketing - to identify, align and resolved sales support issues
- Manage and control departmental expenditures within agreed budgets
- Ability to manage, retain, and develop a diverse work force
- Liaise with other functional department managers in an effort to understand the interdependencies of departments and in an effort to ensure they are fully informed of operational objectives, challenges and achievements. Leverage Crump shared service model to enhance TIME client service model, ensuring clear metrics and dashboards; positive economic impact to TIME business model, enhanced processing cycle times, and improved quality end-to-end
- Maintain awareness and knowledge of contemporary operational development theory and methods and provide suitable interpretation to other managers and staff within the organization – manage to the best practices and optimal organizational structure
- Contribute to the evaluation and development of overall strategy and success measures in a coordinated effort with the Executive team
- Ensure all operational activities meet with and integrate with organizational requirements for quality management and Perfect Client Experience (PCE) standards
- Analyze productivity metrics and related performance measures to identify operational capability gaps and drive process related improvements
- Work collaboratively with VPs of Operations across Crump Institutional Channel to develop and implement strategic initiatives
- A solid understanding and proven experience in the Life Insurance industry and specifically within distribution, new business, and underwriting management
- Proven track record of talent acquisition, retention and management
- Project management, business analysis, and process/procedure documentation experience
- Working knowledge with CRM platforms – design, implementation, and maintenance
- Strong background and understanding of database uses and Excel reporting capabilities and opportunities
- Strong public speaking and communication skills
25
Crump Life Insurance Resume Examples & Samples
- Responsible for intranet and internet marketing efforts for new and existing lines of business
- Conduct the research, development, implementation and monitoring of marketing opportunities for insurance services to include life and health
- Evaluate existing marketing programs to ensure they are maintaining visibility with our IRM partners and end clients
- Act as marketing liaison for BB&T and various distributions to include, but not limited to, IRM Partners, Compliance, Crump Marketing and vendors
- Create and distribute internal and external marketing efforts
- Partner in the development and implementation of web based marketing sessions
- Implement, monitor and report sales campaigns
- Ensure appropriate associates are knowledgeable of BB&T LIS marketing programs
- Prepare recommendations and marketing proposals on programs, products and services
- Maintain active and open communication with referral sources through marketing efforts
- Promote products and services to BB&T internal and external clients to include but not limited to BB&T associates, clients and prospects
26
Crump Life Insurance Resume Examples & Samples
- Educate, assist and build relationships with individual clients who are living with HIV, and with life insurance brokers and planners
- Maintain detailed product and financial knowledge of relevant carriers. Develop a working knowledge of the carrier software packages
- Run appropriate illustrations based on knowledge of the competitive life insurance environment
- Provide producers with illustrations and supplies
- Produce reports on call center activities
- Complete sensitivity and awareness training
- Provide excellent customer service to both internal and external customers
- Empathize with customers
- Prioritize and accomplish multiple tasks simultaneously
- Work independently as well as in a team environment
- Work in a self-directed fashion
- Experience with PCs in a Windows environment
- Excellent telephone etiquette
- Display maturity, competitiveness, and a good work ethic
- General knowledge of life insurance industry, product and sales processes is preferred
- Associates degree in business or a related field or equivalent combination of education and relevant experience
- Spanish is a plus, but not required
27
Crump Life Insurance Resume Examples & Samples
- Proficiency with PC’s in a Windows environment
- 15+ years of directly related senior sales management experience including proven experience in creating strategic business plans, project and financial management, and sales management
- Ability to build strong, effective relationships as a leader, team member, and resource in the organization
- Strong business acumen and general knowledge of service-profit chain methodologies
- Strong operational and technical knowledge with the ability to effectively communicate with technical and non-technical associates
- Strong sales background and presentation skills
28
Crump Life Insurance Resume Examples & Samples
- Open and sort all incoming mail
- Open all overnight mail
- Attach transmittals to all outgoing information to carriers and agents
- Manage all original document storage
- Issue policies
- Scan POS mail
- Quick Entry of apps to include scanning
- Quality Check Information for accuracy before sending to the carrier
- Scan and Index additional requirements
- Process checks to be sent on the check log
29
Crump Life Insurance Resume Examples & Samples
- 5+ years of call center management experience
- 2+ years of proven retail life insurance sales success
- Working knowledge of modern life insurance sales tools and techniques
- Experience growing a start-up sales center into a large scale operation, preferred
- Bachelor’s degree, preferred
30
Crump Life Insurance Resume Examples & Samples
- Assist the VP, Business Development in the expansion of a life insurance sales center that markets to BB&T’s mass market client base
- Lead in the recruitment, hire, and development of the licensed sales team
- Administer sales compensation programs and contests
- Develop and administer a training program for new and existing sales reps
- Manage the daily and monthly objectives of the sales team
- Perform call monitoring, score-carding, and regularly scheduled performance reviews
- Monitor key metrics on a daily basis to identify areas for enhancement
- Collaborate with carrier partners,sales support, case management, and policy holder services to create the BB&T Perfect Client Experience
- Collaborate with marketing and relationship management to develop lead generation campaigns and standardized messaging to client and internal partners
- Collaborate with shared services teams to manage licensing and compliance of agents
- Utilize salesforce to expand activity tracking and reporting, collaborating with Support Services to identify efficiencies and enhancements
- Share best practices with other direct to consumer call centers within the broader Crump organization
- Demonstrated sales management experience in fast paced environment
- 2+ years of call center management experience, preferred
- Bilingual in Spanish, preferred
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Crump Life Insurance Resume Examples & Samples
- Leadership: Represent our management team in discussions with IS, in a professional and positive manner. Convey company news, policies, procedures, requests constructively. Develop strong working relationships with other team leads, case management and sales management teams. Show integrity and effective advocacy
- Focus on Capacity: Reviewing the IS case reports, to see how IS partnerships are developing and how their case pipeline and capacity are doing (near 45 is max and means they need help)
- Focus on Revenue: Work with IS, CM and Sales Director to watch month-end focus cases for placement
- Focus on Talent Development: Recruit, develop, retain Internal Sales Specialists
- Case and Conflict Management: skill building with the IS, coordinate training resources, be available to IS daily for “judgment calls”
- Training of ISs on the skill sets listed below
- Be available to accept incoming calls directly
- Possess a clear understanding and knowledge requirements, and supporting role within their systems
- Be able to work independently, managing daily work load efficiently and effectively. 17.Have good task management and time management skills
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Crump Life Insurance Resume Examples & Samples
- Understand and be able to explain to any client or advisor how life insurance products work, the differences between product types, and the advantages of owning life insurance
- Be able to move the client to take action on the proposed plan
- Be able to explain the basics of estate planning, business planning, asset leveraging, insurance planning (including how to handle 1035 loans, explanation of insurance forms, and how to determine the need and amount of coverage)
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Crump Life Insurance Resume Examples & Samples
- Prospect and profile producers for new and existing insurance sales opportunities
- Works at improving both product and professional skills by participating and facilitating in training sessions within Crump and through National Account efforts
- Proactive calling to all assigned producers to build business
- Overall relationship management with producers in assigned territory, ownership of revenue and service of designated National Account(s)
- Increase strength in relationships with current National Accounts sales hierarchy
- Utilize and understand internal resources to capitalize on team results
- Develop and maintain business plan
- Work with Sales and Operations management to maintain and improve a specific set of processes for managing priority business
- Execute and drive an effective lead generation and referral program
- Set proper expectations with producers
- Achieve activity bench marks for new applications for assigned National Accounts
- Create marketing plans and support marketing distribution to National Accounts
- Create and manage specific marketing programs for National Accounts
- Follow-up on New Producer Program, prospective business
- Increase ability to cross-sell multiple insurance product lines
- Maintains accurate records of all activities (calls, presentations, sales, etc.) within their assigned producer group, including the use of InsureSocket database to maintain accurate records to maximize marketing and territory potential
- Attends and participates in sales meetings and training
- Effectively determine process management of producer requests by utilizing effective time management skills
- Manage database efficiently
- Accept inbound sales opportunities
- Effective time management skills . Ability to prioritize and accomplish multiple tasks simultaneously
- Proven sales results
- Progressive, entrepreneurial selling skills
- A clear understanding of National Account products, services, and rules of engagement
- Excellent knowledge of sales process
- Ability to display maturity, competitiveness, and good work ethic
- Ability to build, manage and develop interpersonal relationships
- Experience in the Life product industry with proven proficiency in product and industry knowledge preferred
- Experience in a sales role required
- State Life Insurance license preferred
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Crump Life Insurance Resume Examples & Samples
- Be able to call on tier 2 & 3 agents in a sales capacity
- Maintain a proactive and supportive relationship with the sales, operations teams, the assigned group of agents, and internal solution centers
- Work with the sales team to coordinate and execute local marketing efforts and communications as established by Senior Management
- Lead weekly team meetings and establish team priorities with the sales team
- Prepare monthly forecast, discuss hot list of cases each month, and ensure that each team member is aware of their responsibilities
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Crump Life Insurance Resume Examples & Samples
- Interface with Internal Advisors and assist them with any questions they may have as it relates to the insurance process
- Assist in the policy review process along with producing final presentation documents
- Communicate directly with the clients and assist the health agents in the placement of major and short term medical plans, dental and vision plans, Medicare Supplement insurance, prescription drug plans and international travel plans along with additional insurance plans
- Provide educational materials to advisors and clients
- Produce client presentations, quotes, marketing campaigns and Salesforce reporting
- Exhibit a clear understanding of the Health Insurance Industry
- Assist with renewal proposals
- Answer incoming calls and provide needs analysis for the client to determine best products to offer
- Update training and carrier manuals
- 2 years' work experience in the insurance industry preferred
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Crump Life Insurance Resume Examples & Samples
- Orders and reviews underwriting requirements including Attending Physician Statements, Inspection Reports, Motor Vehicle Reports, supplemental forms and other medical requirements for submission to the carrier
- Follows-up with insurance agents on policy delivery requirements, including application amendments, health statements, insurance premium etc., to ensure policy is placed within specified timeframe , Taking initiative to review other than applied for offers on term and permanent cases to determine if alternatives exist
- Proactively identifies possible situations where problems can occur in the life cycle of the case to include both medical and administrative aspects
37
Crump Life Insurance Resume Examples & Samples
- Perform outbound calling to new & existing customers to drive sales opportunities
- Fluent in carrier product offerings and by able to navagate different carrier software packages
- Run appropriate insurance illustration based on a variety of sales scenarios
- Work with producers to secure illustrations, forms, & marketing materials from CrumpLifeInsurance.com
- Utilize CRM system to log calls and illustration requests, manage sales leads, disseminate sales communications, and track activity with clients
- Provide marketing support to the team and clients, leveraging electronic communications via CRM, webinars and other company resources
- Proactively contact agents to demonstrate CrumpLifeInsurance.com functions (Quoting Engines, Forms Now, Life Solutions, etc.) to streamline processes
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Crump Life Insurance Resume Examples & Samples
- Track prospects identified by RS and Brokers
- Set RS appointments with Brokers and Clients
- Manage RS calendar and work-flow
- Receive data from RS after opening appointments and transfer to Internal Specialist where appropriate
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Crump Life Insurance Resume Examples & Samples
- Supervises a team of associates which includes hiring, training, coaching, performance management, and disciplinary action
- Interviews and selects associates for employment. This may be individually or as a part of a hiring team
- Ensures new associates are effectively on-boarded and trained in their job responsibilities
- Responsible for on-going coaching and performance management, performance reviews and disciplinary action
- Responsible for overseeing associate development and accomplishment of performance objectives
- Assigns team workload and coordinates staffing needs to ensure work is processed in a timely manner while managing customer expectations and satisfaction
- Performs regular audits to ensure work is processed effectively and service standards are met. Meet with staff regularly to review audit results and coach accordingly
- Works with external customers, sales staff and any other internal staff to respond and resolve any escalated issues
- Understands client contractual arrangements to best manage account relationships
- Experience with PC’s in a Windows environment
- Demonstrated time management and organization skills
- Minimum 1 year experience as a Team Leader. 2 – 4 years experience in the applicable department and/or related experience
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Crump Life Insurance Resume Examples & Samples
- Application Analyst will contact applicant(s), via phone, to ask the questions needed to complete life insurance applications
- Coordinate, review, analyze, and organize information relating to the completion of life insurance applications
- Ask and answer questions related to the life insurance application process (and possibly basic questions related to the underwriting process)
- Accurately mark the application for signature and submission
- Complete all the appropriate supplemental application forms required
- Send the application to the client for signature
- Perform additional administrative functions as required
- Minimum 2+ years clerical and/or administrative experience
- Be proficient in the use of most standard business office equipment (i.e. fax, email, copier, etc),
- Some college or secondary level educational courses and/or industry related courses
- Experience within the life insurance industry
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Crump Life Insurance Resume Examples & Samples
- Maintain a working knowledge of pending priority cases and be able to close those cases as necessary. Develop expert knowledge of products, carriers, and Crump resources
- Coordinate with sales team and producers to run LTC life insurance illustrations and suggest and implement creative solutions
- Ability to work in a self-directed
- Detail oriented, take-charge person with excellent relationship building skills and strong technical (computer) skills
- 2 - 5 years work experience in the LTC/ life insurance industry with 1 years work experience in sales support preferable
- Well-developed life insurance product knowledge
- Understanding of sales concepts, corresponding illustrations, and the underwriting process helpful
- Understanding of commissions and client service process
- Intermediate level skill in use of Microsoft Word and Excel applications and working knowledge of Microsoft PowerPoint
- Experience with database management
- Excellent organizational and time management skills; ability to manage multiple priorities
- Strong negotiation skills with the ability to use advanced judgment in problem solving
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Crump Life Insurance Resume Examples & Samples
- Be able to speak with Advisors about ongoing cases
- Ability utilize internal resources to extract supporting sales material to be used by the RIS
- Participate in weekly inventory update meetings and follow-up with appropriate communications
- Make client calls for pending requirements as appropriate
- Conduct client application interviews
- Prepare client review and sales materials
- Coordinate calendar, client appointments, and IRM partner meetings
- Oversee licensing and contracting and application submission
- Enter and maintain appropriate client data and transactions
- Minimum High School Diploma required and 2 to 4 years of college level or equivalent classes preferred
- Life and Health License preferred
- Minimum of 2 years of experience in the life insurance industry in either a sales or sales support capacity
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Crump Life Insurance Resume Examples & Samples
- Be able to ask and answer questions related to the life insurance application process (and possibly basic questions related to the underwriting process)
- Demonstrate the ability to understand the life insurance application and how it should be completed properly to meet all carrier UW and processing
- High School Diploma (required)
- Completion of 1 to 2 years of college or secondary level educational courses and/or industry related courses required
- Possess a strong understanding of the life insurance application
- Have an understanding of the sales process, sales concepts, and life insurance policy structure
- Ability to communicate and motivate people to improve
- Possess patience and strong training and people development skills
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Crump Life Insurance Resume Examples & Samples
- Telephone coverage; screen calls; take messages and distribute in a timely and appropriate manner
- Calendar management; schedule internal/external meetings and appointments; and coordinate conference calls
- Coordinate travel arrangements (air, hotel accommodations and ground transportation) with travel agency
- Review expense reports, verify expense documentation and submit
- Maintain department equipment (fax machines, copiers, printers, etc.)
- Liaison for ordering and re-orders of all office supplies
- Provide group coverage, i.e., lunch hours, vacations, and temporary assistance
- Assist with overflow, special projects and day-to-day tasks
- Minimum 3 years’ experience in an administrative role
- Proficiency using Microsoft Office including Word, Excel, PowerPoint and MS Outlook, general comfort level with Internet/
- Excellent interpersonal skills, both written and oral
- Self-starter, extremely organized and detailed-oriented with strong commitment to accuracy
- Ability to multi-task and manage priorities effectively
- Good judgment and problem solving skills
- Absolute discretion when dealing with confidential matters
- Responsive and reliable
- Ability to work both independently and as a team player
- Exceptional follow-up and follow-through skills
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Crump Life Insurance Resume Examples & Samples
- Assigns team workload and coordinates staffing needs to ensure illustrations are processed in a timely manner while managing customer expectations and satisfaction
- Prioritizes and balances on-going SSA workload among staff to maintain service standards
- Provides and/or oversees SSA on-boarding and training
- Responsible for on-going educational and career development of existing staff to include problem/conflict resolution, global knowledge of case processing, and accomplishment of personal objectives
- Act as key escalation point for agent concerns Performs regular audits to ensure illustrations are processed effectively and service standards are met. Meet with staff regularly to review audit results and coach accordingly
- Work with carriers, producers, sales staff and any other internal staff to respond and resolve escalated issues
- Manage the hiring process to include screening potential candidates and conducting interviews. Work with VP to maintain overall staffing levels. Makes or recommends termination, and performance improvement plans, and conducts performance and salary reviews
- Leading regularly scheduled meetings with staff to review sales goals, priority cases, provide general updates and information, and identify opportunities for improvement in process. Participate and/or facilitate regularly occurring meetings with client services counterparts to help drive business
- Minimum 1 year experience as SSA
- High level understanding of all Crump internal departments and how they relate to case management process
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Crump Life Insurance Resume Examples & Samples
- Leadership: Represent our management team in discussions with IW, in a professional and positive manner. Convey company news, policies, procedures, requests constructively. Develop strong working relationships with other team leads, case management and sales management teams. Show integrity and effective advocacy
- Focus on Capacity: Reviewing the IW case reports, to see how IW partnerships are developing and how their case pipeline and capacity are doing (near 45 is max and means they need help)
- Focus on Revenue: Work with IW, CM and Sales Director to watch month-end focus cases for placement
- Training of IWs on the skill sets listed below
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Crump Life Insurance Resume Examples & Samples
- Manage all communication through emails & engage the proper resources for problem resolution
- Manage tools on InsureNOW which include full & self-service
- Develop proficiency with EMSI workflow, process & escalation team
- Organize & prioritize workload, rebalancing throughout the day
- Acts as a conduit for all fulfillment issues associated with an InsureNOW case which includes coordination of multiple vendors if necessary
- Coordinate issues with Crump, EMSI & carrier IT teams
- Coordinate announcements or promotions with marketing
- Maintain active InsureNOW user data base
- Coach & develop InsureNOW champions
- Work with carriers on program enhancements or problems
- Maintain & track spreadsheet with any reported issues
- Reconcile billing issues with finance
- Volume reporting & tracking
- Ability to prioritize and accomplish multiple tasks simultaneously in a fast paced environment
- Proficiency with Microsoft Office including Word, Excel, Outlook
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Crump Life Insurance Resume Examples & Samples
- Be able to ask and answer questions related to the policy review and in force life insurance illustration process
- Demonstrate the ability to understand the life insurance illustration request form and how it should be completed properly to meet all client and carrier processing requirements
- Be able to review spelling, numbers, and the structure of a completed life insurance illustration, based on the request and data provided to the policy review analyst over the phone by the requesting party
- Possess the ability to effectively communicate and motivate insurance carriers to move expeditiously when errors need to be corrected
- Perform additional review and administrative functions as required
- 1 to 2 years of college or secondary level educational courses and/or industry related courses required
- Proficient in the use of PC, Word, and Excel systems Good typing skills Possess strong customer service skills, Be proficient in the use of most standard business office equipment (i.e. fax, email, copier, etc), Possess strong office writing, grammar, speaking, spelling, and listening skills. Possess strong organizational and time management skills Possess a strong understanding of life insurance sales illustrations. Have an understanding of the sales process, sales concepts, and life insurance policy structure
- Ability to evaluate circumstances and respond appropriately Need to be very detailed oriented and good with numbers. Ability to multi-task without losing your effectiveness. Ability to effectively communicate your needs and requirements to those supporting you. Possess patience and strong training and people development skills
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Crump Life Insurance Resume Examples & Samples
- Develop strategic business plan and conduct effective planning sessions with RISs and BB&T bank business leaders
- Coach RIS team to achieve maximum performance of each individual
- Attract, develop and retain quality RISs
- Life Insurance licensed and FNRA registered 6, 63. and 26 a plus
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Crump Life Insurance Resume Examples & Samples
- Serves as marketing partner for assigned business units and maintains regular meeting schedule with key business unit leaders
- Develops annual marketing plan working with business unit leaders and marketing management
- Handles the development of marketing deliverables to support annual marketing plan such as broadcast emails, brochures, one-pagers, advertising, contests & incentives, internal communications, web site content, social media postings, trade show exhibits and audio/visual presentations
- Follows stated marketing and compliance review process to gather approvals for marketing deliverables to ensure they meet legal, regulatory and company branding requirements
- Performs routine administrative functions for department as assigned such as list management, internal project management/project sharing, internal communications, etc
- General knowledge of Crump, its carriers, business partners, and affiliates, as well as general understanding of the life insurance industry is preferred
- Extensive PC knowledge including Adobe Creative Cloud (primarily InDesign, PhotoShop, Illustrator, Dreamweaver) and Microsoft Office Suite (Word, Excel, Powerpoint) is essential
- Strong writing, editing and proofreading skills
- Prioritization, flexibility, and excellent time management are key to job success
- Ability to travel, for both meetings with clients, business partners and vendors, as well as to provide marketing support for events such as conferences, seminars and incentives
- Excellent interpersonal relations are beneficial for building relationships with fellow employees and clients and to successfully complete job requirements
- At least 3 years of experience in corporate marketing/communications
- Four year college degree in communications or a related field or equivalent combination of education and relevant experience INDBBTINS
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Crump Life Insurance Resume Examples & Samples
- Consult with customers in order to set overall event strategy and determine individual event objectives and requirements
- Monitor event activities in order to ensure compliance with applicable regulations and laws, satisfaction of participants, and resolution of any problems that arise
- Confer with staff at a chosen event site and supporting vendors in order to coordinate details, developing and maintaining strong business relationships with resource and service providers including hotels, destination management companies, transportation companies, gift suppliers, entertainment companies, etc. Coordinate with all internal resources to support activities for events including legal, finance, marketing communications, corporate travel agency, etc. as well as determine onsite staffing
- Plan and develop programs, agendas, budgets, services according to customer requirements
- Coordinate services and vendors for events, such as accommodation and transportation for participants, facilities, catering, signage, displays, amenities, entertainment, decor, special needs requirements, printing and event security, in line with company's procumbent guidelines
- Arrange the availability of audio-visual equipment, transportation, displays, other event needs
- Inspect and evaluate event facilities in order to ensure that they conform to customer requirements, and meet high standards of quality, safety and security
- Understand event budgets and maintain records of event aspects, including financial details; reconciling expenses and submitting for payment. Provide on-site support for major events; facilitate transfer of materials for local support for smaller events
- Effective time management skills, prioritize, multiple tasking simultaneously
- Relies on extensive experience and good judgment to plan and accomplish goals, as well as handle unusual requests and difficult people
- Flexible hours a must to complete all projects (some weekends) and travel to onsite locations
- General knowledge of Crump its carriers,
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Crump Life Insurance Resume Examples & Samples
- Perform in – depth analysis with the ability to examine facts and information given, ask the right questions, conduct research, and be able to effectively communicate and document results
- Provide recommendations for changes to current processes or the creation of new business processes
- Assist with establishing policies, procedures and quality control oversight by documenting and maintaining statistical data, and industry standard research and reports
- Prepare business presentations for upper management providing them with holistic views and analysis’s of information such as executive summaries, reporting metrics, and business trending across all business areas
- Participate in projects and work directly with internal and external stakeholders to understand business needs, challenges and opportunities such as technical problem identification and resolution, performance and productivity improvement and quality enhancements
- Serve as a technical resource of an assigned system(s) and coordinated with internal and external business partners to ensure testing and development of any training that becomes necessary is completed
- Create and produce reports, graphs and charts of data utilizing PC and/or mainframe-based systems and software
- Able to maintain Business unit SharePoint sites
- 5+ years of Insurance & Financial Industry experience
- Reporting and/or data management experience
- Excellent operational and organizational skills
- Demonstrated proficiency in basic computer applications such as PowerPoint, Microsoft Word, Excel, Visio, and SharePoint
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Crump Life Insurance Resume Examples & Samples
- Produces Daily/Weekly/Monthly reports for consumption by Finance, business users, and the Crump Life Insurance Services leadership team – 50%
- Supports senior financial analysts/managers on projects, reports, and other duties – 10%
- Special Projects, Ad-Hoc analysis – 25%
- Assists in the production of the monthly financial reporting package – 10%
- Assists with the preparation of the Crump Life Insurance Services annual operating plan – 5%
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Crump Life Insurance Resume Examples & Samples
- A clear understanding of Solution Center products, services, and rules of engagement
- Experience in the insurance product industry with proven proficiency in product and industry knowledge preferred. Experience in a sales role
- Insurance Licensed for Life and/or Health preferred
- Involvement in a program for professional designation preferred, but not required (FLMI, CLU, ChFC, CFP, CSA) with plans for completion
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Crump Life Insurance Resume Examples & Samples
- 1) Initial and ongoing business side system configuration work, working with IT and business stakeholders
- 2) Collaboratively design and write work flows for business rules and processes to support user adoption, meet business needs, drives sales activities, and deploy into the CRM system
- 3) Onboard and continually train CRM users and super users
- 4) Create, maintain and distribute user-friendly training documentation and best practices communication for all areas of CRM
- 5) Coordinate company’s IT and business activities with Microsoft Dynamics CRM release schedule
- 6) Engage with business leadership to understand valued metrics and develop custom reports to support ongoing business needs
- 7) Serve as CRM advocate to each of the business units and stakeholders
- 8) Identify use cases for and assist with building Advanced Search Criteria
- 9) Coordinate with IT for future system changes and design, identifying requirements, priorities and timelines
- 10) Oversight for designing and producing timely and relevant metrics/ reporting/ dashboarding to manage the system, its use and related business results
- 11) Other duties as assigned
- At least 3 years in supporting a CRM environment
- Experience in both life insurance brokerage sales and Information Technology
- Background in either Salesforce or Microsoft Dynamics CRM is preferred
- Effective time management skills and the ability to work in a self-directed fashion
- Ability to analyze problems and develop solutions
- Ability to communicate with individuals at all levels of the organization
- Ability to identify and implement process improvements
- Strong Project Management and organizational skills
- SQL or Query experience preferred
- Proficiency with MS Word, Excel, PowerPoint and Visio
- A Bachelor’s degree (business, marketing, computer science, information technology, or a related field) or equivalent combination of education and comparable work experience
