Job Description

Job Description :

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Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)



Please review the following job description:

Produces qualified illustrations and provides pre-sale support to meet producer objectives in a timely manner.

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.
1. Receive requests for product information and illustrations from producers via telephone, fax, and email.
2. Compile appropriate and accurate illustrations based on the discussion with the producer and knowledge of the competitive insurance environment. Ensure all illustrations are quality checked prior to sending to producers. Expectation is for 99% accuracy.
3. All illustrations need to be handled as quickly as possible. Service levels require that requests will be turned around in a maximum of 2 4 hours (and in by 3:00, out by 5:00).
4. Provide product and carrier information to the producer groups as well as internal staff
5. Maintain detailed product and financial knowledge on all carriers
6. Maintain proficiency and a working knowledge of the carrier software packages
7. Proactively follow-up on illustrations, applications, and contracting
8. Document requested illustrations for sales follow-up
9. Participate in educational development to gain an understanding of the competitive market, product, and industry trends and impacts
10. Point of contact for distribution of forms, etc.
11. Provide Marketing support to the team (eCards, promotion of AskLine calls etc.).
12. Proactively contact agents to demonstrate CrumpLifeInsurance.com functions (Quoting Engines, Forms Now, Life Solutions, etc.) and generate application opportunities
13. Other duties as assigned

Required Skills and Competencies:
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.
1. Effective interpersonal and written communication skills
2. Ability to provide excellent customer service to both internal and external customers
3. Effective time management skills
4. Ability to prioritize and accomplish multiple tasks simultaneously
5. Capable of working independently as well as in a team environment
6. Ability to work in a self-directed fashion
7. Experience with PC's in a Windows environment
8. Excellent telephone communication skills to include customer service, professionalism, and the ability to discuss and determine the most appropriate illustrations to run
9. Ability to display maturity, competitiveness, and a good work ethic
10. General knowledge of industry, product and sales processes
11. Experience in the insurance product industry with proven proficiency in product and industry knowledge preferred
12. Four year college degree in business preferred or a related field or equivalent combination of education and relevant experience

Truist supports a diverse workforce and is an Equal Opportunity Employer who does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Drug Free Workplace.

Thank you for your interest in Truist! BB&T and SunTrust have come together in a transformational merger of equals to create Truist, the premier financial organization in the country. You may notice references to our legacy company names, BB&T and SunTrust, in places throughout this site. All such references should be understood to refer to Truist moving forward while we continue to transition to the Truist name.

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Thank you for your interest in Truist! BB&T and SunTrust have come together in a transformational merger of equals to create Truist, the premier financial organization in the country. You may notice references to our legacy company names, BB&T and SunTrust, in places throughout this site. All such references should be understood to refer to Truist moving forward while we continue to transition to the Truist name.