销售支持专员
Sales Support Associate
为什么选择Crump?
我们理解,我们的同事之间比我们想象的更加相似,我们是一个整体。借助领先的技术工具和协作的工作模式,我们赋能员工为客户提供服务并互相支持。强大的品牌是通过持续实现公司价值主张而建立的——对员工和客户都是如此。
在Crump,我们相信投资于为我们工作的同事,支持与我们合作的众多专业人士的业务目标,以便他们能够最好地满足客户的需求,并改善容纳我们同事的社区。这些信念使Crump保持了行业顶尖表现的地位,不仅通过销售结果来衡量,更重要的是通过持续的客户和员工满意度及留存率。
职位概述
及时完成合格的图示并提供售前支持,以实现制作人的目标。
职位描述
主要职责和任务
以下是对该职位的主要职能的概述。可能还会执行其他未在此列出的重大或次要职责。具体活动可能会随时间而变化。
- 向制作人团队及内部员工提供产品和承保人信息
- 详细了解所有承保人的产品和财务知识
- 掌握重要软件包(内部和承保人)的使用知识
- 根据对竞争性人寿保险环境的理解生成适当的图示
- 为制作人提供他们所需的图示和其他营销材料
- 主动跟进所有售前活动
- 利用CRM系统记录所需的图示,以便销售跟进
- 参与教育培训,通过内部和承保人培训了解竞争市场、产品和行业趋势
- 维护部门内的图示工作流程和SLA,包括电话和图示处理时间
资格要求
所需资格:列出的要求代表了所需的知识、技能和/或能力。为了使有残疾的个人能够执行基本职能,可能会做出合理的调整。
- 有效的人际沟通和书面沟通技能
- 能够为内部和外部客户提供优质服务
- 有效的时间管理技能
- 能够优先处理并完成多项任务
查看英文原文
Why Crump?
We understand that our teammates are more alike than we are different and that we are One Crump. Supported by leading technology tools and a collaborative work model, we empower our people to serve clients and support each other. Strong brands are built through consistent delivery of a company’s value proposition – for both its employees and its customers.
At Crump, we believe in investing in the teammates who work for us, supporting the business goals of the myriad professionals who work with us so they can best meet their clients’ needs, and bettering the communities that house our teammates. These beliefs have allowed Crump to maintain our standing as an industry top performer, not only as measured by sales results but, more importantly, by consistent customer and employee satisfaction and retention.
Job Summary
Produces qualified illustrations and provides presale support to meet producer objectives in a timely manner.Job Description
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
- 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
QUALIFICATIONS
Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- 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
Preferred Qualifications:
· Demonstrated knowledge of Insurance industry, product and sales processes
What AmeriLife Offers
A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.
Equal Employment Opportunity Statement
We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive.
Americans with Disabilities Act (ADA) Statement
We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process, please contact us at .
Pay Transparency Statement
We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request.
Background Screening Statement
Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.
Originally posted on Himalayas