Insurance Sales Agent

Responsibilities

• Responsible for the sale and service of ACG branded and brokered insurance products, memberships, and financial products within an ACG branch
• Uses sales techniques and product knowledge to identify customer‑specific needs to generate new sales, retain existing insureds, and grow ACG’s 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 goals assigned by leadership
• Conducts 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
• Participates in local branch events to solicit new business, create and expand business networks
• Build rapport critical to establishing customer satisfaction, loyalty, and affinity to the AAA brand
• Responds to customer inquiries and requests relating to insurance, membership, and financial products
• Refer members to other applicable lines of business (i.e., Travel & Financial Services) as deemed appropriate

• Active State Property & Casualty Insurance Sales license
• Active State Life Insurance Sales license, or obtain within 90 days of hire
• Must qualify, obtain, and maintain all applicable state licenses and appointments required for selling and/or servicing Auto Club Group Membership products
• Obtain Health and Accident licenses and appointments where applicable as deemed necessary and within a time frame established by the Business Unit
• High School diploma or equivalent
• 1+ year(s) of customer‑facing experience in a fast‑paced computer automated business environment (i.e., financial/banking)
• Strong sales skills with a knowledge of effectively developing, tracking, following up on and closing leads
• Possess consultative selling techniques utilizing thorough product knowledge
• Strong prospecting skills
• Excellent verbal and written communication skills combined with strong customer focus
• Ambition, motivation, and drive
• Knowledge of desktop systems including, but not limited to, CRM and Microsoft Office software applications
• Excellent listening skills and ability to understand customer needs