Insurance and Membership Sales Agent

3 days ago

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AAA

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AAA is a comprehensive service organization offering a range of membership benefits, including roadside assistance, insurance, travel planning, banking, and discounts for its members. Operating in several U. S. states and territories, AAA provides 24/7 roadside assistance, covering services such as towing, flat tire repair, and battery replacement. Members also have access to various insurance products, including car and home insurance, travel booking services for accommodations and cruises, and financial services like loans and credit cards. Additionally, AAA members enjoy discounts on entertainment, dining, and shopping, as well as access to safety and travel resources. Beyond emergency services, AAA emphasizes member savings and security, offering ID theft protection and personalized travel advice.

Transportation • Automotive • Travel • Financial Services • Insurance

5001 - 10000 employees

Founded 1902

🚗 Transport

🏦 Banking

📋 Description

• 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.

🎯 Requirements

• 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)

🏖️ Benefits

• Hourly rates starting at $17.33 an hour plus commission • Overtime earning potential at time and a half the hourly wage • 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