Crump Life Insurance Resume Sample
Destany Weber
22973 Fern Road,
Boston,
MA
+1 (555) 154 3987
Work Experience
Crump Life Insurance Case Manager Time
01/2016
-
PRESENT
Detroit, MI
- Possess a clear understanding and knowledge of our wirehouse firms, their requirements, and TIME’s supporting role within their systems
- Mentor and educate underwriters with less experience
- Demonstrated ability to form and maintain strong carrier relationships and a high level of trust
- Monitor and track large revenue cases
- Use strong underwriting knowledge and relationships to achieve positive case results
- Manages relationships with a sales mentality and continually cultivate relationships with the intent to grow the business
- Previous senior-level underwriting experience or equivalent experience
- Explain underwriting results clearly to agents, sales, and new business 18. Analytical Skills: Underwriters look at many factors and information to solve issues and problems
Crump Life Insurance
11/2009
-
11/2015
Boston, MA
- Additional skills / requirements
- Effective interpersonal and written communication skills including the ability to interact with internal executives and clients
- Strong proficiency with Microsoft Word, Excel, Outlook, and PowerPoint
- Experience managing complex calendars, appointments, meetings, travel, and expenses
- Business acumen to include a strong understanding of the organization and organizational structure
- Three years of experience in developing and deploying training curriculum, as well as incorporating a learning management system to effectively deliver web based and self-taught training initiatives throughout an organization
- Effective group, interpersonal, and written communication skills
Crump Life Insurance Case Manager Time
04/2004
-
10/2009
San Francisco, CA
- Aptitude to quickly learn and apply new skills
- Five years experience in retail life insurance sales or institutional point of sale
- Taking initiative to review other than applied for offers to determine if alternatives exist to secure the best possible offer bases on the clients expectations
- Knowledgeable of all aspects of the business, including case design, underwriting, case management, carriers’ niche’, advanced sales, licensing and contracting and commissions
- Prospect, profile and manage existing producer groups to generate
- Highly motivated, entrepreneurial personality
- Create and manage campaigns in VICI to maximize agent utilization
- Monitor drop rates and make adjustments to minimize drop rate while maximizing agent utilization
Education
Franciscan University of Steubenville
1999 - 2003
Bachelor's Degree in Business
Professional Skills
- Excellent listening skills
- Identify developmental needs of others and is able to coach, mentor, or otherwise help others to improve their knowledge, skills and abilities
- Communicate effectively orally and in writing
- Demonstrate an ability to gather, coordinate, review, analyze, and organize information relating to the accurate completion of life insurance applications
- Receives and reviews new insurance applications for missing information, i.e., forms, signatures, policy criteria, etc., prior to submission to the insurance
- Receives and reviews new insurance applications for missing information, i.e., forms, signatures, policy criteria, etc., prior to
- Work effectively within the team to balance workload and capitalize on individual team member strengths
How to write Crump Life Insurance Resume
Crump Life Insurance role is responsible for insurance, software, retail, training, database, compensation, reporting, design, research, travel.
To write great resume for crump life insurance job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Crump Life Insurance Resume
The section contact information is important in your crump life insurance resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Crump Life Insurance Resume
The section work experience is an essential part of your crump life insurance resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous crump life insurance responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular crump life insurance position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Crump Life Insurance resume experience can include:
- Effectively communicates with agents, brokers and case management, with appropriate case documentation to ensure timely completion
- Collaborate with app fulfillment and client services teams to develop a world-class sales experience
- Prioritizes and balances on-going case management workload among staff to maintain service standards
- Assesses risks for negotiating with the carrier underwriters for the best underwriting solution/price
- Deliver training in an energetic, enthusiastic, and exciting manner to all associate levels
- Review and researches training literature to keep up to date on the latest training tools and techniques
Education on a Crump Life Insurance Resume
Make sure to make education a priority on your crump life insurance resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your crump life insurance experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Crump Life Insurance Resume
When listing skills on your crump life insurance resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical crump life insurance skills:
- Develop strategic business plan for assigned region/territory ensuring long term office success and growth and conduct effective planning sessions
- Multi-task without losing your effectiveness. INDBBTINS
- Develop effective communication within the territory and with other departments
- Maintain and solidify relationships with the agents (clients)
- Basic understanding of new business and underwriting process
- Develop sales strategies utilizing marketing and technology to increase sales in each office and assigned regions/territories
List of Typical Experience For a Crump Life Insurance Resume
1
Experience For Crump Life Insurance Case Manager Time Resume
- Assigns team workload and coordinates staffing needs to ensure cases are processed, issued, and placed in a timely manner while managing customer expectations and satisfaction
- Participate and/or facilitate regularly occurring meetings with sales counterparts to help drive business
- Act as key escalation point for case level concerns
- Performs regular audits to ensure cases are processed effectively and service standards are met. Meet with staff regularly to review audit results and coach accordingly
- Work with carriers, producers, sales staff and any other internal staff to respond and resolve escalated case management Client Services issues
2
Experience For Crump Life Insurance Case Design Specialist Time Resume
- Actively involved in case management responsibilities on unique, large, and/or complex cases in an effort to aggressively move the case to completion
- Leading regularly scheduled meetings with staff to review sales goals, priority cases, provide general updates and information, and identify opportunities for improvement in process
- Review weekly customer satisfaction surveys and call on any applicable cards. Provide Manager and Sales VP with a summary of calls and take-always
List of Typical Skills For a Crump Life Insurance Resume
1
Skills For Crump Life Insurance Case Manager Time Resume
- Responsible for all incoming and outgoing electronic and paper mail, review and prepare documents for distribution and manage document storage
- Provides and/or oversees case management on-boarding and training
- Basic knowledge of advanced case designs and estate planning concepts
- Follows-up with insurance agents on policy delivery requirements, including application amendments, health statements, insurance premium etc., to
- Maintains internal processing database to document work activity and communication on all assigned
- Follows-up with insurance agents on policy delivery requirements, including application amendments, health statements,
- Review all incoming insurance applications to make sure they are properly/thoroughly completed
- Provide support for agents writing the business
2
Skills For Crump Life Insurance Case Design Specialist Time Resume
- Provide support for agents writing the business INDBBTINS
- Lift and move heavy items as the person sets up and tears down training materials
- Be able to review spelling, grammar, and the structure of a completed life insurance application, based on the request and data provided to the application
- Collaborate with marketing to develop lead generation campaigns and standardized messages and templates for common customer interactions
- Possess a clear understanding and knowledge of our the channels of the bank, their requirements, and one’s role within their systems
- Develop, recommend, and implement strategies to meet corporate-wide training objectives
- Diagnose organizational training needs, and creatively design and implement ideas to enhance individual and overall organizational performance
- Support Learning Management System projects and maintenance
3
Skills For Crump Life Insurance Client Concierge Associate Resume
- Notes commitments made by the executive during meetings, and arranges for staff implementation
- Prepares agenda and meeting briefings for executives
- Provides ongoing communication through the dissemination of information via the telephone, fax, mail, web sites, and e-mail
- Data entry in Paragon processing check requests and APS orders
- Meet with high net worth and ultra high net worth clients of Wealth Advisors as a member of the advisory and financial planning team
- Meet with high net worth clients and business clients referred through the efforts of Regional Account Executive to address defined planning/insurance needs
- Support Regional Account Executive in the delivery of marketing programs tailored to channel needs
4
Skills For Crump Life Insurance Internal Wholesaler Resume
- Develop relationships with Wealth Advisory and commercial banking teams in the assigned regions
- Recognize opportunity for improvement of potential sale, take appropriate action or seek appropriate guidance
- Clear and pleasant phone demeanor
- Proficient with Crump applications to include but not limited to Paragon, Paperclip, Crumpbiz, and Outlook
- Perform additional review, administrative, and application support functions as required
5
Skills For Crump Life Insurance Resume
- Proficiency with PC’s in a Windows environment
- College or secondary level educational courses and/or industry related courses required.
- Monitor sales results and communicate results to sales leaders
- Act as a liaison between sales leaders, sales associates and business leaders
- Achieve balanced performance of sales associates on team
- Develop and execute long term growth plan to ensure region/territory success
- Communicate application status to all interested parties (agents, carriers, sales, management, etc.)
- Proactively take all necessary actions to move the application process forward
- Negotiate for preferential rates with various insurance carriers
6
Skills For Crump Life Insurance Case Manager Time Resume
- Prepare and review all applications to ensure they are properly & thoroughly completed
- Communicate application status to all interested parties (consumers, carriers, agents, management, etc.)
- Keep log of call arrival times and associated sales rates
- Act as the SME (Subject Matter Expert) on VICI functions and operations
- Lead the development of a scalable life insurance sales center that supports Crump’s channel partners (carriers, banks, wirehouses, P&C firms, independent agencies, etc.)
7
Skills For Crump Life Insurance Case Design Specialist Time Resume
- Recruit, hire, and develop licensed sales reps
- Design and manage sales compensation programs and contests
- Develop reports of key metrics and monitor them on a daily basis
- Collaborate with IT to optimize conversion from consumer quoting sites and configure sales tools (CRM, needs analysis, insurance quoting, case management, etc.)
- Assist the VP, Business Development in the expansion of a life insurance sales center that markets to BB&T’s mass market client base
8
Skills For Crump Life Insurance Client Concierge Associate Resume
- NASD Series 6 and State Insurance Licenses preferable INDBBTINS
- Ability and willingness to support team to accomplish team goals INDBBTINS
- Prepare business presentations for upper management providing them with holistic views and analysis’s of information such as executive summaries, reporting metrics, and business trending across all business areas
- 5) Coordinate company’s IT and business activities with Microsoft Dynamics CRM release schedule
- Participates in the ongoing education and development of the underwriters and department resources, i.e., home office practices, medical situations and impairments, and the dynamics of producers and producer groups within the team
- Represents company at industry conferences and events, i.e., AHOU / Forum, and presents to internal and external customers upon request
9
Skills For Crump Life Insurance Internal Wholesaler Resume
- Carries a caseload of 85 - 125 cases and maintains / exceeds service expectations
- Represent the embodiment of the organizational culture to all associates
- Manages the complex calendar of one or more executives. This includes coordinating meetings that typically include several senior-level associates with busy schedules
- Coordinates executive travel and guest arrangements
- Coordinates meetings, conferences and events
- Gathers, assembles, reviews and analyzes information from a variety of sources to coordinate day-to-day affairs or projects
- Conducts research, analyzes data and prepares regularly scheduled statistical reports to assist management
10
Skills For Crump Life Insurance Resume
- Answers and screens telephone calls tactfully, and transfers calls to appropriate parties
- Organizes and maintains paper and electronic files consistent with applicable policies and procedures
- Performs additional administrative tasks as required
- Research internet for Dr contact information
- Fluent in carrier product offerings and by able to navigate different carrier software packages
- Responsible for the generation of life insurance revenue in these channels in the assigned region
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