AmeriLife

Sales Development Rep

• Conduct targeted phone-based marketing campaigns to generate business development and relationship growth opportunities with new and existing financial professionals
• Obtain financial professional information to create and maintain accurate profiles in CrumpCRM
• Perform outbound marketing calls and log calls, contacts, conversations, and illustration requests in CrumpCRM
• Support adoption of Crump's digital platform tools through phone training and Webex walk-throughs
• Collaborate with internal and external sales partners on business development opportunities
• Analyze financial professional business needs and adapt sales approaches to achieve campaign goals
• Identify additional business development opportunities based on knowledge of Crump products and services
• Distribute marketing support content including emails, webinars, videos, flyers, and podcasts
• Provide customer support for inbound sales calls and emails and connect financial professionals with appropriate Crump resources
• Describe and provide high-level training on Crump digital solutions, including usage and navigation
• Participate in webinars, self-study classes, mentorship, and other professional growth opportunities
• Assist with training other teammates

Sales Development Specialist

Director

• Generate sales revenue to obtain sales quota
• Prospect, profile, and manage existing producers for new and existing insurance sales opportunities
• Recruit new producers into the book of business
• Utilize internal resources to capitalize on team results and coordinate with supporting teams to monitor and drive activity
• Develop an annual Business Plan focused on producing or exceeding quota
• Grow the book of business, accounts, and territory in line with strategic business plan requirements
• Maintain proactive sales relationships with producers through profiling, relationship-building, and broker-base development
• Maintain monthly sales production metrics, build sales inventory, and achieve the sales production plan
• Maintain a consistent blend of Permanent and Term business
• Partner with Crump operations teams, including contracting, illustrations, case management, underwriting, and commissions, to issue and place policies
• Stay current on relevant industry, legislative, and tax-related issues
• Provide agent feedback on product marketing, processing, and customer service issues
• Conduct proactive sales calls, sales visits, seminars, marketing campaigns, and outreach
• Maintain accurate CRM activity records
• Present, conduct, and organize seminars for agents
• Demonstrate technical selling skills and product knowledge in life, annuity, long-term care, and disability products
• Navigate cases from presale to placement using knowledge of the underwriting process

Regional Director

Sales

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

Sales Support Associate

General

• Build relationships with key producers to discuss complex sales concepts, marketing campaigns, and product information
• Maintain and grow team sales goals in coordination with sales resources
• Proactively call assigned agents to build territory
• Develop new business by recruiting new agents and growing existing agent groups to maximize revenue potential
• Partner with sales resources in all aspects of producer development
• Call on lower-producing agents in a sales capacity
• Maintain proactive and supportive relationships with sales, operations teams, assigned agent groups, and solution centers
• Develop expert knowledge of products, carriers, and Crump resources
• Coordinate with sales team and producers to run complex and advanced illustrations and consult on creative solutions
• Effectively utilize the company client management system to manage the sales process

Internal Wholesaler

• Drive sales and build relationships with producers to generate revenue and meet sales quotas
• Proactively call agents and recruit new agents to build a book of business
• Promote agent recruiting and retention through sales ideas, marketing campaigns, illustrations, and Crump resources
• Build relationships with key producers regarding complex sales concepts, marketing campaigns, and product information
• Maintain and grow team sales goals with sales resources
• Build assigned territory through proactive calling
• Develop new business by recruiting agents and growing existing agent groups
• Partner with sales resources in producer development
• Call on lower-producing agents in a sales capacity
• Maintain supportive relationships with sales, operations, agents, and solution centers
• Develop expert knowledge of products, carriers, and Crump resources
• Coordinate complex and advanced illustrations and consult on creative solutions
• Use the company client management system to manage the sales process

Internal Wholesaler – Long Term Care

Administration

• Manage customer cases and insurance applications from submission through final status, including Approved, Cancelled, or Declined
• Review applications and case information for completeness, accuracy, and compliance
• Identify, research, and resolve discrepancies, missing information, outstanding requirements, and other application barriers
• Monitor assigned cases and complete follow-up activities to ensure timely progression
• Escalate complex issues as needed
• Communicate with agents, internal teams, medical providers, carriers, and other parties to obtain documentation, information, or clarification
• Use internal systems, carrier portals, web resources, and other tools to research cases, obtain information, document activity, and maintain policy status
• Maintain accurate documentation of case activity, actions, requirements, communications, and outcomes
• Process applications according to company policies, carrier guidelines, regulatory requirements, and procedures
• Provide status updates, guidance, and clarification to internal partners and agents
• Maintain current knowledge of company processes, carrier requirements, products, systems, and procedures
• Participate in required training, process updates, and continuous learning

Policy Administration Representative

Customer Support

• Handle customer and internal inquiries primarily by phone
• Research and resolve issues and respond accurately to applicants, policyholders, agents, and medical providers
• Use internal systems, web-based software, CRM, and telephony systems to research and resolve inquiries
• Document and maintain customer and business information through accurate data entry
• Apply product knowledge, company policies, procedures, and resources to address customer needs
• Identify requests requiring escalation, route them appropriately, and complete follow-up
• Maintain knowledge of company policies, products, and processes
• Manage challenging customer interactions, de-escalate concerns, and escalate when necessary
• Maintain concise, factual documentation of customer interactions and actions taken
• Protect confidential customer information and comply with HIPAA, PHI, and company requirements
• Meet Customer Care quality standards and performance expectations
• Collaborate with teams to support positive customer experiences and business objectives