Insurance Analyst

2 days ago


Charlotte, North Carolina, United States CRC Group Full time
Job Summary

We are seeking a highly skilled Insurance Analyst to join our team at CRC Group. As an Insurance Analyst, you will play a critical role in supporting our Insurance Strategists in achieving their defined territorial revenue goals.

Key Responsibilities
  • Interface with Private and Financial Advisors to provide expert guidance on insurance processes and products.
  • Assist in policy review, including requesting in-force ledgers, illustrations, and producing final presentation documents.
  • Communicate directly with clients to assist in the placement of life, disability, and long-term care products.
  • Provide educational materials to advisors and clients, and produce client presentations.
  • Support the new business and underwriting process, and provide illustration support to assigned Scott & Stringfellow Financial Advisors.
  • Coordinate Advanced Market Support required by S&S Financial Advisors, and provide weekly and monthly reporting for designated regions.
  • Develop a comprehensive understanding of the insurance process and commission payout structure for each channel serviced by Insurance Strategists.
Requirements
  • Effective interpersonal and written communication skills.
  • Ability to provide exceptional client service and support.
  • Strong time management and organizational skills.
  • Ability to work independently and as part of a team.
  • Experience with PCs in a Windows environment.
  • Four-year college degree in business or equivalent education.
  • Two years of work experience in the life insurance industry.
  • Intermediate level skill in use of Microsoft Word, Excel, and PowerPoint.
Preferred Qualifications
  • NASD Series 6 and 63 and Life and LTC licensing.
Benefits

CRC Group offers a comprehensive benefits package, including medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan. Teammates also receive paid time off, sick leave, and holidays. Depending on the position and division, this job may also be eligible for TIH's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.

CRC Group is an Equal Opportunity Employer and supports a diverse workforce. We are committed to providing a work environment that is free from discrimination and harassment.


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