Claims Specialist
Lincoln Financial
Licensed Insurance and Membership Sales Agent
AAA
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteSalary
💰 $36,000 per year
Job Level
JuniorMid-Level
About the role
- Handle incoming calls to the insurance call center, responding to inquiries and requests with exceptional customer service.
- Determine customers’ insurance needs through probing and offer tailored coverage solutions.
- Explain coverage limits, deductibles, payment options, policy language, and servicing provisions clearly.
- Respond to current policyholder inquiries and requests.
- Generate and follow up on leads using established lead management rules.
- Cross-sell to existing accounts, work sales campaigns, and develop networking referrals.
- Ensure applications meet agency and carrier guidelines, reducing E&O exposure.
- Sell additional products such as credit cards, memberships, and other vital offerings.
- Participate in performance planning and continuous improvement initiatives.
Requirements
- High School diploma or equivalent.
- State Property & Casualty insurance sales license (or ability to obtain).
- Demonstrated sales success and computer proficiency.
- 2+ years of call consultative sales experience (preferred).
- Bachelor’s degree in business, Sales, or Marketing (preferred).
Benefits
- Fully paid training (10–12 weeks).
- Medical, dental, and vision benefits.
- 401(k) with employer match.
- Paid parental leave, adoption assistance, PTO, holidays, CEO, and volunteer days.
- Tuition assistance, certification reimbursement, AAA membership, and employee discounts.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
insurance saleslead managementcross-sellingcustomer serviceconsultative salespolicy languagecoverage limitsdeductiblespayment optionsperformance planning
Soft skills
communicationproblem-solvingcustomer relationship managementnetworkingadaptabilityteam collaborationinitiativeattention to detailsales acumeninterpersonal skills
Certifications
State Property & Casualty insurance sales licenseBachelor’s degree in businessBachelor’s degree in SalesBachelor’s degree in Marketing
