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
Responsible for working with key internal and external customers to effectively process all application requirements. This will include but not limited to interviews, application set-up, policy issue and delivery requirements. Take ownership of complex and escalated situations to provide the perfect client experience.Job Description
KEY 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.
- Correspond with internal and external partners to obtain/clarify information
- Respond to and research questions from customers (internal/external) to resolve escalated issues
- Conduct audits as requested to validate information from customer to system entry.
- Proper check handling and mailing of all application requirements via preferred mailing methods
EDUCATION AND EXPERIENCE
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.
- Bachelor’s degree or equivalent education, training and work-related experience
- 2+ years clerical and/or administrative experience
- Experience with PC’s in a Windows environment
CERTIFICATIONS, LICENSES, REGISTRATIONS
- LOMA ACS designation (preferred)
FUNCTIONAL SKILLS
- 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
- 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
- Proficiency with office equipment including fax machines, copiers, telephone systems, etc.
Top Skills
What We Do
Crump Life Insurance Services, a leading third-party distributor and service provider of insurance and retirement products, is part of Truist Insurance Holdings, Inc., the fifth-largest insurance broker in the United States.* Crump supports the distribution of life insurance, annuities, long term care, linked benefits, disability, and health products with the industry’s premier sales and back-office support and technology services, marketing under the following brands: Crump, Truist Life Insurance Services, and Tellus.
* Source: Business Insurance Magazine
Our culture focuses on embracing diversity and inclusion while fostering a “place I want to be” environment for teammates. We are a high-performance organization that values our teammates’ contributions to our success.
All social media postings by Crump and related entities are for insurance professional use only. They are not intended to be used in the solicitation of sales to the public nor are they intended to support the recommendation of any product or strategy for any particular client or class of clients. They are for use with non-registered products only. Crump operates under the license of Crump Life Insurance Services Inc., AR license #100103477. Products and programs offered through Crump are not approved for use in all states.