Client Concierge Associate

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 SummaryAct as a liaison between the account relationship and all Crump Life Insurance Services internal resources (including: Case Management, Sales Support, Sales Management, Commissions, Licensing, Contracting, and Underwriting). In this role the incumbent will need the proper presales and post-sales support knowledge and be able to be the lead contact point for all agent/ advisor inquiries to ensure a boutique level of service.Job DescriptionESSENTIAL DUTIES AND RESPONSIBILITIESFollowing 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.Act as the point of contact with the client and within Crump on all matters. To include but not be limited to, illustrations requests, managing cases, service issues, and commission questionsHandle more complex Life Insurance cases and illustrations requestsReview new insurance applications for missing information (i.e., forms, signatures, policy criteria, etc.), prior to submission to the insurance carrierConducts regular follow-up both internally and externally on all outstanding requirementsOrganizes and prioritizes workload to ensure case is processed, issued, and placed in a timely manner while maintaining frequent communication to manage customer expectations appropriatelyProactively promoting Crump sales/underwriting initiatives and upselling to external customers as appropriateEffectively communicate with agents, sales, underwritings and case management, with appropriate case detail to ensure timely completionDevelops and maintains relationships with home office underwriters and other home office personnel to maintain effective working relationshipMaintains knowledge of insurance industry and keep team abreast of changes necessary to ensure delivery of the best possible solutions and services to our customersLead, manage, and set priorities regarding case development and placement; as well as Agent outreach programsWork with the Wholesalers and agents to coordinate and execute local marketing efforts and communications as established by Senior Management (i.e. PEP seminars, Advanced Sales, etc.)Participate in educational development to gain an understanding of the competitive market, product, and industry trends and impactsQUALIFICATIONSRequired 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.Bachelor's degree in business or a related field or equivalent combination of education and relevant experience Five years of customer service experienceExceptional interpersonal and written communication skillsAbility to provide excellent customer service to both internal and external customers Effective time management skillsAbility to prioritize and accomplish multiple tasks simultaneously in a fast paced sales environment Capable of working independently as well as in a team environmentAbility to work in a self-directed fashion Experience with PCs in a Windows environmentProficiency with Microsoft Office including Word, Excel, Outlook, and the ability to navigate and utilize the Internet Proficiency with office equipment including fax machines, copiers, telephone systems, etcDemonstrated history of relationship management successAbility to work without close supervision and to exercise independent judgment and problem solving in a professional area Demonstrated time management and organizational skillsStrong attention to detail and accuracyAbility to communicate precisely and professionally in both verbal and written communication with internal and external customers alikeAbility to react to change in a productive and positive mannerAbility and willingness to support team to accomplish team goalsPreferred Qualifications:Three years of Life insurance experienceWhat AmeriLife OffersA comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.Equal Employment Opportunity StatementWe 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) StatementWe 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 HR@AmeriLife.com.Pay Transparency StatementWe 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