Sales Agent

Job Summary

This position engages in networking, developing lead sources, sales activities, setting appointments and conducting inspections primarily offsite. Club memberships and insurance products are sold to support Club growth, profitability, and service quality objectives. The Sales Agent provides information and guidance on member services and new insurance products through a customized needs analysis to help members make informed product selections. They establish processes to review existing book of business policies periodically and conduct policy reviews to maintain contact and relationships with existing book of business to ensure high levels of retention and referral business. They must complete documentation thoroughly, accurately, and in a timely manner, adhering to underwriting rules and guidelines to achieve underwriting objectives.

Job Duties

• Sells insurance products and memberships.
• Develops a successful sales strategy to achieve production targets.
• Participates in community and business activities and events to prospect for potential membership and insurance sales opportunities and identify leads on a consistent basis.
• Utilizes various methods and resources to obtain sales leads and prospects for AAA products, including direct mail, referral systems, cross-selling, networking, centers of influence, and prospect purchases.
• Maintains a high level of expertise regarding Club products and services.
• Communicates effectively with members and prospective insureds.
• Enhances closing skills.
• Manages time and organizes information to achieve goals.
• Sells Club memberships and Insurance products using the fundamentals of Selling Skills Training.
• Conducts a needs analysis to properly quote rates and qualify applicants, inspects vehicles or property, completes documentation with accepted underwriting criteria, procedures, and quality standards.
• Safeguards proper ratings for new policies based on the insured's statements, current underwriting guidelines, and completed paperwork.
• Provides service to Club members and insureds in person, by telephone, email, fax, or through correspondence.
• Processes insurance and membership changes for existing policies and/or member records.
• Conducts policy reviews to identify cross-sell opportunities based on insureds' product needs and service requests.
• Diversifies use of products and services to enhance member relationships.
• Collects membership and insurance payments and maintains security in handling Club monies and receipts.
• Attends meetings, training workshops, and seminars to ensure professional development and product knowledge.
• Performs other duties and responsibilities as assigned or required.
• Adheres to scheduled duties and activities as directed by management.
• Brings together and supports different cultures, backgrounds, personalities, and strengths to create a team capable of delivering legendary, lifetime service to members.
• Maintains a current knowledge of membership services and insurance underwriting and coverage provisions, billing statements, payment options, cancellations, and processing.

Qualifications

• Bachelor's equivalent combination of education and experience preferred.
• 1-3 years Insurance sales/service experience preferred.
• Prioritized advanced oral and written communication skills required.
• Moderate knowledge of Microsoft Office software including Word and Excel required.
• Previously demonstrated advanced level of competitive and persistent nature required.
• Advanced organization skills required.
• Demonstrated ability to prioritize tasks and assignments.
• Valid Driver's License, acceptable Department of Motor Vehicles record, and minimum liability insurance - Issued by State required.
• Property and Casualty Insurance License, valid in selling state - Issued by State required.
• Occasional travel to off-site business meetings or conferences (5% proficiency).

Remarkable Benefits

• Health coverage for medical, dental, vision.
• 401(K) savings plan 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!).
• Auto Club Enterprises is the largest club within the national AAA federation.
• We have nearly 17,000 employees in 24 states helping more than 18 million members.
• The strength of our organization is our employees.
• Bringing together and supporting different cultures, backgrounds, personalities, and strengths creates a team capable of delivering legendary, lifetime service to our members.
• "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.