AAA-The Auto Club Group · 1 day ago
Remote - Insurance and Membership Sales Agent
United States
Full-time
Remote
Entry Level
2+ years exp
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Responsibilities
Responsible for handling incoming calls to the insurance call center with the ability to respond to all customer inquiries and requests with a high level of customer service.
Determine the insurance needs of the customer through the probing process and offer a proposal with the appropriate insurance coverage/protection solutions.
Achieve a balance in production to meet company business and growth objectives by maintaining an appropriate mix of business.
Provide professional product expertise by thoroughly explaining coverage limits, deductibles, payment options, policy language and servicing provisions.
Incumbent also provides expert advice by careful review of all available products and offers the best value or solution to the Member/customer.
Respond to current policyholder inquiries and requests.
Initiate lead and prospect generation from established lead management business rules to effectively manage and leverage sales opportunities including, but not limited to: expiration dates and subsequent follow up to provide quote(s), follow up on existing mono-line accounts by mail / telephone for the purpose of cross-selling, work campaigns to increase sales and ultimately member penetration of insurance related products, develop networking referrals, develop referral relationships with other sales representatives, i.e. membership, life & health agent, etc.
Ensure that insurance applications are submitted in accordance with agency policies and procedures with efficiency, quality and accuracy; with supporting documents / forms.
Maintain current carrier information to ensure compliance with carriers’ underwriting guidelines, and binding authority to reduce E & O exposures.
Responsible for the sales of credit cards, memberships, and other products deemed vital by executives.
Agent and leader develop annual performance plans to support Club initiatives.
Actively participate in the ongoing progress reviews by monitoring results and looking for continuous improvement opportunities.
Perform other duties as necessary.
Meet And/or Exceed Sales, Membership, And Other Production Requirements.
Qualification
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Required
High School diploma or equivalent. Insurance industry training programs a plus
Possess appropriate State Property & Casualty insurance sales license
Ability to attain and maintain state license for membership sales as required
Demonstrated sales and marketing success
Experience in computer quoting software and e-mail applications.
Goal oriented and self-motivated to help members/customers and prospects achieve and maintain their financial goals.
Strong verbal and written communication skills including presentation ability.
Solid selling and sales process skills
Ability to build a strong customer base.
Must be organized with ability to manage time wisely.
Ability to navigate MS Office applications (Word, Excel,)
Preferred
At least 2 years of Call Center Sales experience
Bachelor’s degree in business, Sales, Marketing or a related field
Benefits
Fully paid training
Medical, dental, and vision benefits
401k with employer match
Paid parental leave and adoption assistance
Paid Time Off (PTO), company-paid holidays, CEO days, and floating holidays
Paid volunteer day annually
Tuition assistance program, professional certification reimbursement program, and other professional development opportunities
AAA Membership
Discounts, perks, rewards, and much more
Company
AAA-The Auto Club Group
AAA - The Auto Club Group (ACG) is the second largest AAA club in North America, serving more than 13+ million members across 14 U.S.
5,001-10,000 employees
Funding
Current Stage
Late StageLeadership Team
Joseph Richardson Jr
President and CEO
Peggy Gartin, CFA
SVP | Chief Investment Officer
Company data provided by crunchbase
