Insurance Sales Agent - Green Bay

Key Responsibilities

• Uses sales techniques and strong product knowledge to identify customer-specific needs to generate new sales, retain existing insureds and grow our overall insurance book of business
• Effectively overcomes objections to close the sale and/or retain the insured
• Works to meet or exceed targets as defined in the sales incentive plan and as assigned by the Insurance Sales Agent’s manager
• Conducts insurance reviews for clients to identify a range of suitable products
• Utilizes provided tools and applicable underwriting guidelines to assess risk, recommend appropriate products and related coverage, quote, bind and issue policies
• Engages in market-based interactions, at business establishments and other convenient locations, to solicit new business, create and expand business networks and build rapport critical to establishing customer satisfaction, loyalty and affinity to the AAA brand
• Responds to customer inquiries and requests relating to insurance, membership and financial products

Qualifications

• High School diploma or equivalent
• Current Property & Casualty Insurance license
• Current Life Insurance Sales license
• 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
• 1+ year(s) of sales or customer service experience
• Experience with strong sales skills, consultative selling techniques, thorough product knowledge, phone sales and prospecting skills, excellent verbal and written communication, and strong customer focus
• Ambition, motivation and drive
• Knowledge of desktop systems including, but not limited to, Microsoft Office software applications
• Excellent listening skills and ability to understand customer needs