高级案例设计师
Advanced Case Designer
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传递公司的价值主张而建立的——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，支持与我们合作的各类专业人士的业务目标，使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得以保持行业顶尖表现，不仅通过销售业绩来衡量，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
为寿险销售人员提供具体的高级规划和演示支持，以促进寿险销售。这包括但不限于理解高级遗产和商业规划概念、案例设计、开发高级规划营销工具以及展示规划概念。
职位描述
以下是该职位的主要职责摘要。其他职责可能被执行，包括重大和次要职责，未在此列出。具体活动可能会随时间而变化。
- 高级销售案例设计
- 高级案例研究与开发
- 能够全面理解客户的生命周期需求——收入保障、遗产规划、替代方案
- 审查各机构批准的可用产品，并选择最适合客户的保险公司、产品和设计方案
- 创建高级销售营销工具
- 准备销售演示材料，包括从金融机构获得合规批准
- 作为金融机构、代理人和保险公司总部之间的联络人，以促进销售
- 支持特定保险公司的销售交付物和Crump自有高级销售交付物的销售
- 保持对金融机构批准的保险公司和产品的深入了解，包括新产品、产品变更、过渡、重新定价、限制、附加条款等
- 定期与销售团队、保险公司批发商、内部销售台和案例经理进行有效沟通，确保产品、变更等方面的开放沟通
- 所需资格：
- 以下要求代表了所需的代表性知识、技能和/或能力。合理
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
Provide life insurance producers with specific advanced planning and illustration support to generate life insurance sales. This includes, but is not limited to, understanding advanced estate and business planning concepts, case design, developing advanced planning marketing tools, and presenting planning concepts.Job Description
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.
- Advanced sales case design
- Advanced case research and development
- Ability to fully understand client life needs – income protection, estate planning, replacement
- Review available approved products per wirehouse and select carriers, products, and design that are best for the client
- Creation of advanced sales marketing tools
- Preparation of sales presentation, including obtaining compliance approval from financial institution
- Act as a liaison between financial institutions, agents and carrier home offices to facilitate sales
- Support the sale of carrier specific and Crump proprietary advanced sales deliverables
- Maintain in-depth knowledge of approved carriers & products by financial institution, including new products, product changes, transitions, repricing, limitations, riders, etc.
- Effectively communicate on a regular basis with sales team, carrier wholesalers, internal sales desks, and case managers, to ensure open communication on product, changes, etc.
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
- Experience with advanced case design, research and complex cases
- Experience creating marketing tools to drive sales
- Solid understanding of various tax and legal rules, as it pertains to life insurance
- Excellent writing and technical research skills
- Exceptional organizational skills
- Knowledge of carrier life products, specific advanced sales concepts and illustration software
Preferred Qualifications:
- Professional designation (CLU, CFP, ChFC, CPA, or related practices including law)
- Insurance brokerage experience
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