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Insurance Analyst
Remote / Online - Candidates ideally in
Wisconsin, USA
Listed on 2026-01-20
Wisconsin, USA
Listing for:
Amerilife Group, LLC
Full Time, Remote/Work from Home
position Listed on 2026-01-20
Job specializations:
-
Finance & Banking
Financial Analyst, Insurance Sales, Risk Manager/Analyst -
Insurance
Financial Analyst, Insurance Sales, Risk Manager/Analyst
Job Description & How to Apply Below
Remote locations:
Remote, PA:
Remote, TX:
Remote, NC:
Remote, GA:
Remote, AZtime type:
Full time posted on:
Posted 4 Days Agojob requisition :
R4683
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 Summary
** Serve in a support role, assisting assigned Insurance Strategists in achieving their defined territorial revenue goals.
** Job Description
**** 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.
* Interface with Private and Financial Advisors and assist them with any questions they may have as it relates to the insurance process.
* Assist in the policy review process, including requesting in-force ledgers, requesting appropriate illustrations and producing final presentation documents.
* Communicate directly with the clients and assist the Insurance Strategist in the placement of life, disability and long-term care products.
* Provide educational material to advisors and clients.
* Produce client presentations.
* Provide support during the new business and underwriting process.
7. Provide illustration support to the Scott & Stringfellow Financial Advisors assigned to the territory.
* Coordinate Advanced Market Support required by the S&S Financial Advisors.
* Provide weekly and monthly reporting for the designated region.
* Have a complete understanding of the insurance process and the commission payout structure for each channel serviced by the Insurance Strategist.
** QUALIFICATIONS
*
* Required 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.
* Effective interpersonal and written communication skills
* Ability to provide the Perfect Client Experience to both internal and external clients
* Effective time management skills
* Ability to work independently as well as in a team environment
* 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
* Experience with database management systems
* Intermediate level skill in use of Microsoft Word, Excel and Power Point Preferred
Qualifications:
* NASD Series 6 and 63 and Life and LTC licensing
** What Ameri Life Offers
** A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.
** Equal Employment Opportunity Statement
** We 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) Statement
** We are committed to full…
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