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About the role
Key responsibilities & impact- 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
Requirements
What you’ll need- 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
Benefits
Comp & perks- Medical, dental and vision benefits
- 401k Match
- Paid parental leave and adoption assistance
- Paid Time Off (PTO)
- Company paid holidays
- CEO days
- Floating holidays
- Paid volunteer day annually
- Company sponsored Bachelors/Masters/Ph.D. Degree Program
- AAA Membership
- Discounts, perks, and rewards
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
insurance salesconsultative selling techniquesrisk assessmentpolicy quotingpolicy bindingcustomer needs analysislead trackingclosing salesproduct knowledgecustomer retention
Soft Skills
strong sales skillsexcellent verbal communicationexcellent written communicationcustomer focusrapport buildinglistening skillsmotivationambitiondriveprospecting skills
Certifications
State Property & Casualty Insurance Sales licenseState Life Insurance Sales licenseHealth and Accident licenses
