Insurance Sales Agent - Mt. Pleasant

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Job Type:

Job Description:

Reports to (job title):

Retail Sales Leader

I. Position Description

Primary Duties and Responsibilities (details of the basic job functions):

Responsible for the sale of ACG branded and brokered insurance products, memberships, and financial products within an ACG branch location:

• Uses sales techniques and product knowledge to identify customer-specific needs with a primary focus of generating new business sales, and growing ACG's overall insurance book of business.
• May support escalated service and/or retention of existing insureds.
• Effectively overcomes objections to close the sale and/or retain the insured.
• Required to meet/exceed individual established sales targets annually.
• Works to meet or exceed targets as defined in the sales incentive plan and goals assigned by leadership.
• Conducts insurance review for clients to identify a range of suitable products. Uses provided tools and applicable underwriting guidelines to assess risk, recommend appropriate products and related coverage, quote, bind and issue policies.
• Participates in local branch events, to solicit new business, create and expand business networks.
• Build rapport critical to establishing customer satisfaction, loyalty, and affinity to the AAA brand.
• Responds to customer inquiries and requests relating to membership, and financial products.
• Refer Members to other applicable lines of business (i.e., Travel & Financial Services) as deemed appropriate.

Supervisory Responsibilities (briefly describe, if applicable, or indicate None):

none

II. Required Qualifications (these are the minimum requirements to qualify)

Education (include minimum education and any licensing/certifications):

• High School diploma or equivalent.
• Current Property & Casualty Insurance Sales license
• Current Life Insurance Sales license, or obtain within 90 days of hire
• Must qualify, obtain, and maintain all applicable state licenses and appointments required for selling and/or servicing Auto Club Group Membership products.
• Obtain Health and Accident licenses and appointments where applicable as deemed necessary and within a time frame established by the Business Unit.

Experience:

• 1+ year(s) of customer-facing experience in a fast-paced computer automated business environment (i.e., financial/banking)

Knowledge and Skills:

• Strong sales skills with a knowledge of effectively developing, tracking, following up on and closing leads.
• Possess consultative selling techniques utilizing thorough product knowledge.
• Strong prospecting skills
• Excellent verbal and written communication skills combined with strong customer focus
• Ambition, motivation, and drive
• Knowledge of desktop systems including, but not limited to, CRM and Microsoft Office software applications.
• Excellent listening skills and ability to understand customer needs.

III. Preferred Qualifications

• Two years of professional sales experience in an insurance environment or related industry (i.e., financial/banking).
• College level coursework preferred.

IV. Work Environment

Works primarily in a temperature-controlled branch location. Ability to work irregular hours with possible weekend work. May travel to local branch events. Ability to work from remote/virtual environment with supervisor approval.

Who We Are

Become a part of something bigger.

The Auto Club Group (ACG) provides membership, travel, insurance, and financial service offerings to approximately 14+ million members and customers across 14 states and 2 U.S. territories through AAA, Meemic, and Fremont brands. ACG belongs to the national AAA federation and is the second largest AAA club in North America.

By continuing to invest in more advanced technology, pursuing innovative products, and hiring a highly skilled workforce, AAA continues to build upon its heritage of providing quality service and helping our members enjoy life's journey through insurance, travel, financial services, and roadside assistance.

And when you join our team, one of the first things you'll notice is that same, whole-hearted, enthusiastic advocacy for each other.

We have positions available for every walk of life! AAA prides itself on creating an inclusive and welcoming environment of diverse backgrounds, experiences, and viewpoints, realizing our differences make us stronger.

To learn more about AAA The Auto Club Group visit www.aaa.com