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Sales Support Associate
Crump Roofing. Provide product and carrier information to producer groups and internal staff .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong product and financial knowledge in the insurance industry, with proficiency in CRM systems and Microsoft Office. Capable of providing excellent customer service and effective communication while managing multiple tasks in a fast-paced environment.
Highest-signal resume keywords
Product KnowledgeCustomer ServiceCRM System ProficiencyMicrosoft Office ProficiencyInsurance Industry Knowledge
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Product KnowledgeFinancial KnowledgeCRM System ProficiencyIllustration DevelopmentWindows Environment Experience
Soft Skills
Effective CommunicationTime ManagementProblem AnalysisTeam CollaborationSelf-Directed Work
Industry Keywords
Insurance IndustrySales ProcessesCompetitive MarketsIllustration WorkflowsService-Level Agreements
About the role
Key responsibilities & impact- 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 the competitive life insurance environment
- Provide producers with illustrations and other 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
Requirements
What you’ll need- Effective interpersonal and written communication skills
- Ability to provide excellent customer service to internal and external customers
- Effective time management skills
- Ability to prioritize and 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 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
- Maturity, competitiveness, and a good work ethic
- Preferred: knowledge of the insurance industry, products, and sales processes
- Successful completion of background screening is required as a condition of employment
Benefits
Comp & perks- PTO
- Medical insurance
- Dental insurance
- Vision insurance
- Retirement savings
- Disability insurance
- Life insurance