Insurance Sales Agent

Requirements

• Bachelors Equivalent combination of education and experience Preferred
• 1-3 years Relevant outside sales experience Required
• 1-3 years Prior Sales Experience Preferred
• 1-3 years Customer service experience. Required
• Advanced verbal and written communication skills required (High proficiency)
• Moderate knowledge of Microsoft Office software including, Word, Excel, Teams, and PowerPoint
• (High proficiency)
• Previously demonstrated advanced level of competitive and persistent nature (High proficiency)
• Demonstrated ability to organize and prioritize tasks and assignments (High proficiency)
• Moderate knowledge of Salesforce preferred
• Property and Casualty Insurance License, valid in selling state - Issued by State Required
• Valid Driver's License, acceptable Department of Motor Vehicles record and minimum liability insurance - Issued by State Required
• Life Insurance License, valid in selling state - Issued by State Required
• Travel Requirements
• Occasional travel to off-site business meetings or conferences. (5% proficiency)
• Remarkable benefits:
• Health coverage for medical, dental, vision
• 401(K) saving plans with company match AND Pension
• Tuition assistance
• Floating holidays and PTO for community volunteer programs
• Paid parental leave
• Wellness programs
• Employee discounts (membership, insurance,
• travel, entertainment, services and more!)
• "Through dedicated employees we proudly deliver legendary service and beneficial products that provide members peace of mind and value."
• AAA is an Equal Opportunity Employer
• Our organization participates in E-Verify

Benefits

Additional Information

Insurance Sales Agent This is an entry-level position designed to lead to Sales Agent (5483). Upon successful completion of the training period, the Sales Agent Trainee will be reclassified as a Sales Agent. This position works exclusively in a Branch Office, engaged in sales activities, appointments and inspections conducted primarily onsite, offsite at the discretion of the Training Manager. Club memberships and insurance products are sold in support of Club growth, profitability and service quality objectives. The position provides member services and new insurance sales. In addition, the position must complete documentation thoroughly, accurately and in a timely manner, as well as adhere to underwriting rules and guidelines to achieve underwriting objectives. Job Duties Sell insurance products utilizing established sales standards. Quote rates, qualify applicants, inspect vehicles or property and complete documentation with accepted underwriting criteria, procedures and quality standards. Sell Club memberships, promote consideration of Club services and products. Provide information on membership and insurance products. Achieve a successful sales strategy. Develop sales leads and contacts, and utilize leads and contacts provided from all sources. Manage time and organize information to achieve goals. Take advantage of sales opportunities. Maintain a high level of expertise regarding Club products and services. Communicate effectively with clients and co-workers. Enhance effectiveness of closing skills. Identify cross-sell opportunities based on members' product needs and service requests. Enhance member relationship by diversifying use of products and services. Provide sales leads to life insurance, in-house agency insurance, travel and other departments as appropriate. Ensure proper ratings are applied to new policies, based on the insured's statements, current underwriting guidelines and completed paperwork. Provide insurance policy service to Club members in person, by telephone or through written correspondence. Complete insurance and membership forms to amend, cancel or otherwise update existing insurance policies and/or membership records. Compile and complete documentation for all transactions. Collect membership and insurance payments, and maintain security in the handling of Club monies and receipts. Attend meetings, training workshops and seminars. Complete and approve accurate timecards, expense diaries and other required documentation. Adhere to scheduled duties and activities as directed by management. Maintain a current knowledge of membership services and insurance underwriting and coverage provisions, billing statements, payment options, cancellation and processing is critical.

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