Insurance Sales Agent - Waukesha

Job Type

Full time

Exempt/Non Exempt

Hourly

Position Summary

The Auto Club Group is seeking Insurance Sales Agents to drive new business, retain existing members, and grow ACG's insurance book through a range of competitive product offerings. In this role, agents use consultative sales techniques, product knowledge, and customer-focused service to assess needs, recommend coverage, close sales, and build lasting relationships with members and prospects.

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 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
• 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 skills, and strong customer focus
• Knowledge of desktop systems including, but not limited to, Microsoft Office software applications
• Excellent listening skills and ability to understand customer needs

Compensation & Benefits Overview

Average Annual Earnings: $57,000 - $80,000+

A guaranteed hourly rate of $21.63 (annualized rate of $45,000) plus commissions and bonus opportunities.

This position is also eligible for overtime.

• Health & Wellness
• Medical plans with multiple coverage options, including HSA eligibility
• Prescription drug coverage
• Dental and vision benefits
• Employee Assistance Program (confidential support services)
• Basic life insurance
• Supplemental life insurance and dependent coverage
• Short-term and long-term disability coverage
• Critical illness, accident, and pet insurance options

• Retirement & Savings
• 401(k) plan to support long-term financial goals
• Automatic deferral upon eligibility; may contribute 1% to 50% of eligible earnings, either pre or post tax
• Company match of 50% paid on employee contributions up to 6% of pay, payable to employees following the end of the year; immediate vesting
• Additional company contribution of 4% of pay each pay day into your account; 100% vested after three (3) years of service
• Health Savings Account (HSA) and Flexible Spending Accounts (FSA) options

Time Off & Leave

• Accrual-based, increases with tenure, eligible at 90 days of employment
• Full-time new employees will receive up to 12 PTO days annually; accrual based on start date and may include additional PTO based on role and/or state & local requirements
• Part-time employee PTO hours are calculated based upon the standard weekly hours the employee is scheduled to work and will accrue at a minimum of 3 hours per month
• Company-paid holidays: 10 full-time employees annually, 8 part-time employees annually, in addition to 1 mental health day, 2 floating holidays and 1 volunteer day

Career Growth & Education

• Tuition assistance (up to $5,250 annually; 80% covered by ACG)
• Professional certification support with 100% reimbursement for eligible programs
• Opportunities for career development and advancement

Additional Perks

• Complimentary AAA membership with roadside assistance and travel discounts
• Adoption assistance program

Important Note

ACG’s Compensation philosophy is to provide a market-competitive structure of fair, equitable and performance-based pay to attract and retain excellent talent that will enable ACG to meet its short and long-term goals.

ACG utilizes a geographic pay differential as part of the base salary compensation program. Pay ranges outlined in this posting are based on the various ranges within the geographic areas which ACG operates. Salary at time of offer is determined based on these and other factors as associated with the job and job level.