AAA Northern California, Nevada & Utah

Events

• 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.
• 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.
• 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.

Onsite P&C Insurance Sales Agents

• 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.

P&C Insurance Sales Agents

Insurance

• Use sales techniques to proactively offer valuable AAA products and services and generate new sales to prospective and current members
• Conducts an insurance review to identify a range of suitable products; uses provided tools and applicable underwriting guidelines to assess risk, recommend appropriate products and related coverage, quite, bind, and issue policies
• Exceed member expectations in a structured, goal-oriented sales environment
• Consistently provides a sales experience that enhances the member’s affinity to the AAA brand and results in greater member satisfaction and loyalty
• Proactively solicits new insurance sales by handling inbound calls, performing outbound calls, working marketing lists, and cross-selling/up-selling new and existing members

Licensed Insurance Sales Agent

• 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.

• Serve Members by selling them Property & Casualty, Life, and Roadside Assistance insurance that meets their needs.
• Accountable for achieving assigned sales goals while providing an exceptional Member experience.
• Solicit new business, serve existing insured Members, and retain policies.
• Participate in promotions, events, marketing activities, and cross-sell all AAA insurance products.
• Conduct insurance reviews for clients to identify a range of suitable products.
• Establish rapport with the insured to enhance the member’s affinity to the AAA brand and increase satisfaction and loyalty.
• Proactively solicit and market to business and community events, perform outbound calling, and work marketing lists.