Teams at Crump Life Insurance Services

Lead and drive sales for assigned channel/team/accounts by developing strategic business plans and sales strategies. Hire, train, coach and manage sales teammates to meet revenue, retention, P&L and margin goals. Partner with operations to meet SLAs and customer satisfaction, implement lead generation and cross-selling, monitor sales results, and maintain industry product knowledge. Ensure compliance with FINRA registrations and oversee sales promotion, forecasting, and account growth.

Sell life, long-term care, and disability insurance to clients and advisors: conduct discovery, recommend solutions, complete applications, manage underwriting, drive sales activity, handle referrals and client calls, and explain estate and insurance planning concepts.

Manage applications and placements of insurance risks, evaluate medical and financial histories, and ensure exceptional service through communication with agents. Oversee complex cases, assess risks, and negotiate competitive offers with carriers.