Sales Agent

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 a variety of 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 effectiveness of closing skills.
• Manages time and organizes information to achieve goals.
• Sells Club memberships and Insurance products utilizing the fundamentals of Selling Skills Training.
• Conducts a needs analysis to properly quote rates and qualify applicants, inspect vehicles or property and complete documentation with accepted underwriting criteria, procedures and quality standards.
• Ensures proper ratings are applied to 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, e-mail, fax or through correspondence.
• Processes insurance and membership changes for existing insurance policies and/or member ship records.
• Conducts policy reviews to identify cross-sell opportunities based on insureds' product needs and service requests.
• Enhances member relationship by diversifying use of products and services.
• Provides sales leads to travel and other departments as appropriate.
• Collections membership and insurance payments, and maintains security in the handling of 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.

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.
• 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).