Sales Agent

Sales Agent

Business Unit
Insurance Field Sales

Exemption Status
Non-Exempt

Management Level
Individual Contributor

Compensation Grade
ACE Sales Trainee

Incentive Plan
Field Insurance Sales

Incentive Target

Job Summary
This is an entry-level position designed to lead to Sales Agent. Upon successful completion of the training period, the Sales Agent Trainee will be reclassified as a Sales Agent. This position works exclusively in a District Office, engaged in sales activities, appointments and inspections conducted exclusively onsite and offsite at the direction of the IBM. Club memberships and insurance products are sold in support of Club growth, profitability and service quality objectives. The Sales Agent Trainee provides information on member services and new insurance products. Must complete documentation thoroughly, accurately and in a timely manner, as well as adhere to underwriting rules and guidelines to achieve underwriting objectives.

Job Duties

• Sell Insurance products utilizing the fundamentals of "Successful Sales Calls," (SSC). Quote rates, qualify applicants, inspect vehicles or property and complete documentation with accepted underwriting criteria, procedures and quality standards.
• Sell Club memberships, promote consideration of Club services and products, and provide information on membership and insurance.
• Achieve a successful sales strategy. Develop sales leads and contacts, and utilize leads and contacts provided from all sources. Manage time and organize information to achieve goals. Take advantage of sales opportunities. Maintain a high level of expertise regarding Club products and services. Communicate effectively with clients and co-workers. Enhance effectiveness of closing skills.
• Maintain an acceptable product balance. Take advantage of cross-sell opportunities to enhance product balance.
• Ensure proper ratings are applied to new policies, based on the insured's statements, current underwriting guidelines and completed paperwork.
• Provide insurance policy service to Club members in person, by telephone or through correspondence. Complete insurance and membership forms to amend, cancel or otherwise update existing insurance policies and/or membership records. Compile and complete accurate documentation for all transactions.
• Collect membership and insurance payments, and maintain security in the handling of Club monies and receipts.
• Attend meetings, training workshops and seminars. Complete and approve accurate timecards, expense diaries and other required documentation. Adhere to scheduled duties and activities as directed by management.
• Identify cross-sell opportunities based on members’ product needs and service requests. Enhance member relationship by diversifying use of products and services. Provide sales leads to insurance, travel and other departments as appropriate.

Qualifications

• Bachelors Equivalent combination of education and experience Preferred
• 1-3 years Insurance sales/service Preferred
• Oral and written communication skills required.
• Moderate knowledge of Microsoft Office software including, Word, Access, Excel, and PowerPoint required.
• Previously demonstrated advanced level of competitive and persistent nature required.
• Organization skill required.
• Property and Casualty Insurance License, valid in selling state - Issued by State Required
• Valid Driver's License, acceptable Department of Motor Vehicles record and minimum liability insurance - Issued by State

Scope

• Work is closely managed and reviewed for accuracy and adequacy. Follows specific, outlined, and detailed directions.
• Provides resolution to problems that are readily identifiable with limited scope and are resolved in accordance with standard practices, procedures, applications or routines. Problem/Task resolution timeframe: The majority of tasks typically take one to two days to resolve.
• Under immediate supervision, performs assigned tasks only as instructed, subject to regular check of performance.
• Individual Contributor
• Failure to accomplish results can normally be overcome without significant effect on the organization.
• Contacts are primarily with direct supervisor and others in group or department to give and receive information.

Remarkable benefits:

• Health coverage for medical, dental, vision

• 401(K) saving plans with company match AND Pension

• Tuition assistance

• Floating holidays and PTO for community volunteer programs

• Paid parental leave

• Wellness programs

• Employee discounts (membership, insurance,

travel, entertainment, services and more!)

Auto Club Enterprises is the largest club within the national AAA federation. We have nearly 17,000 employees in 24 states helping more than 18 million members. The strength of our organization is our employees. Bringing together and supporting different cultures, backgrounds, personalities, and strengths creates a team capable of delivering legendary, lifetime service to our members. When we embrace our diversity – we win. All of Us! With our national brand recognition, long-standing reputation since 1900, and constantly growing membership, we are seeking career-minded, service-driven professionals to join our team.

"Through dedicated employees we proudly deliver legendary service and beneficial products that provide members peace of mind and value.”

AAA is an Equal Opportunity Employer

Our organization participates in E-Verify