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AAA Mountain West Group · 1 day ago

P&C Insurance Sales Agent

San Rafael, CA

Full-time

Onsite

Mid Level

$90K/yr - $250K/yr

3+ years exp

AAA Mountain West Group is dedicated to providing exceptional service and helping members navigate life's challenges. The P&C Insurance Sales Agent role involves selling Property & Casualty, Life, and Roadside Assistance insurance while achieving sales goals and ensuring a high-quality member experience.

Consumer Services

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 Agent’s manager

Conducts an 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

Establishes rapport with the insured that enhances the member’s affinity to the AAA brand and results in greater member satisfaction and loyalty

Proactively solicits and markets to business and/or community events, performs outbound calling, works marketing lists, and cross-sells/up-sells new and existing customers

Responds to customer inquiries and requests relating to insurance products and membership

Researches and resolves complex customer service issues. Often assists the insured in initiating the first notice of loss on claims

Qualification

Sales skillsConsultative selling techniquesInsurance industry experiencePropertyCasualty licenseMicrosoft Office

Required

High School Diploma

3-5 years of relevant insurance industry work experience required

Possess active and unrestricted state issued license(s) required to place property and casualty insurance

Strong sales skills with a history of effectively developing, tracking, following up on and closing leads

Advanced consultative selling techniques utilizing thorough product knowledge

Knowledge of desktop systems including but not limited to Microsoft Office software applications

Preferred

Bachelor's degree preferred

Benefits

401k Matching – $1 for $1 company match up to 6% of eligible earnings per pay period

Benefits – Medical, Dental, Vision, wellness program and more!

Paid Holidays

Paid Time Off – Team Members accrue paid time off monthly. Depending on position, an additional 24 hours per year are earmarked for volunteer activities.

Free AAA Classic Membership

AAA Product Discounts

Tuition Reimbursement Program