Location: Charlotte,NC, USA
**The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one.**
_If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility (...@tihinsurance.com?subject=Accommodation request) _(accommodation requests only; other inquiries won't receive a response)._
**Regular or Temporary:**
Regular
**Language Fluency:** English (Required)
**Work Shift:**
1st Shift (United States of America)
**Please review the following job description:**
Serve in a support role, assisting assigned Insurance Strategists in achieving their defined territorial revenue goals.
ESSENTIAL 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.1. Interface with Private and Financial Advisors and assist them with any questions they may have as it relates to the insurance process.2. Assist in the policy review process, including requesting in-force ledgers, requesting appropriate illustrations and producing final presentation documents.3. Communicate directly with the clients and assist the Insurance Strategist in the placement of life, disability and long-term care products.4. Provide educational material to advisors and clients.5. Produce client presentations.6. Provide support during the new business and underwriting process.7. Provide illustration support to the Scott & Stringfellow Financial Advisors assigned to the territory.8. Coordinate Advanced Market Support required by the S&S Financial Advisors.9. Provide weekly and monthly reporting for the designated region.10. Have a complete understanding of the insurance process and the commission payout structure for each channel serviced by the Insurance Strategist.QUALIFICATIONSRequired 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.1. Effective interpersonal and written communication skills2. Ability to provide the Perfect Client Experience to both internal and external clients3. Effective time management skills4. Ability to work independently as well as in a team environment5. Experience with PCs in a Windows environment6. Four-year college degree in business or equivalent education7. Two years of work experience in the life insurance industry8. Experience with database management systems9. Intermediate level skill in use of Microsoft Word, Excel and PowerPointPreferred Qualifications:1. NASD Series 6 and 63 and Life and LTC licensing
**General Description of Available Benefits for Eligible Employees of TIH Insurance:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of TIH Insurance offering the position. TIH offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on TIH's generous benefit plans, please visit our site ( . Depending on the position and division, this job may also be eligible for TIHs defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
**_CRC supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC is a Drug Free Workplace._**
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Join CRC Group, a leader in specialty wholesale insurance, and take your career to new heights. We're a dynamic team dedicated to innovation, collaboration, and excellence.
Why CRC Group?
Growth: Advance your career with our learning and leadership development programs.
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Community: Be part of a supportive team that celebrates success together.
Benefits: Enjoy competitive compensation, health benefits, and retirement plans.
Who Were Looking For
We seek passionate individuals who thrive in a fast-paced, collaborative environment. If you value integrity and are driven to succeed, CRC Group is the place for you.