Crump Life Insurance Services Benefits Overview

The Insurance Strategist will engage clients to discuss and sell various insurance products, manage sales activities, and guide clients through applications and underwriting processes.

Provide presales support by producing life-insurance illustrations, supplying product and carrier information, managing illustration workflows and SLAs, documenting activity in CRM, and supporting producers with marketing materials and follow-up.

Serve as designated marketing partner to assigned business units; develop annual marketing plans, create and proof marketing materials (emails, brochures, web content, social media, trade show assets), manage approvals/compliance, run campaigns and virtual events, perform project management and routine administrative tasks to support business objectives.