Insurance Sales Agent
Company Name:
AAA Mid-Atlantic
PURPOSE: Enhance Member Value through the sale of insurance products. Properly place new business insurance policies to support Agency objectives, optimize profitability with MAIG and maintain long-term relationships with Agency Carriers.
Essential Functions: (90%)
Complete sales of insurance products by qualifying applicants, following leads, soliciting business, counseling customers concerning coverage and/or policy changes, quoting insurance rates, and accurately completing new insurance applications.
Generate new business sales and/or retention of existing Agency business, based upon priority of responsibilities as assigned by management.
Place customers in appropriate market using company and Agency prescribed guidelines.
Successfully navigate required
computer
applications (i.e. MRM, SilverPlume, carrier application sites, Intranet, carrier management system).
Recognize and maintain fiduciary responsibility to collect down payments and premiums and to protect customers' confidentiality and privacy in accordance with company and regulatory requirements.
Execute and facilitate Insured's service requests when appropriate.
Anticipate and execute on account rounding and cross-selling opportunities.
Complete training and continued education and professional development programs, as required.
As approved by management, represent AAA Mid-Atlantic Insurance Agency in public forums to enhance networking and sales opportunities.
Support the sales and service of all AAA Club products and benefits.
OTHER DUTIES AND
Responsibilities: (10%)
Work closely with service departments and underwriting to successfully meet customers' needs.
Complete related tasks and duties as directed by Agency Management (and Retail Office Managers, as appropriate).
job
Requirements
Associates Degree, or the equivalent work experience/education
2 years of sales or customer service experience in an Insurance environment or related industry (e.g., financial
services
, banking, etc.) or a proven history of a strong sales aptitude and background.
Property & Casualty license required within 90 days from hire date
Ability to interpret, analyze, and problem solve complex work situations
Ability to work independently with only general guidance
Requires high level of tact and integrity
Ability to maintain a continuous focus on development of own skills and knowledgeEstimated Salary: $20 to $28 per hour based on qualifications.
AAA Mid-Atlantic
PURPOSE: Enhance Member Value through the sale of insurance products. Properly place new business insurance policies to support Agency objectives, optimize profitability with MAIG and maintain long-term relationships with Agency Carriers.
Essential Functions: (90%)
Complete sales of insurance products by qualifying applicants, following leads, soliciting business, counseling customers concerning coverage and/or policy changes, quoting insurance rates, and accurately completing new insurance applications.
Generate new business sales and/or retention of existing Agency business, based upon priority of responsibilities as assigned by management.
Place customers in appropriate market using company and Agency prescribed guidelines.
Successfully navigate required
computer
applications (i.e. MRM, SilverPlume, carrier application sites, Intranet, carrier management system).
Recognize and maintain fiduciary responsibility to collect down payments and premiums and to protect customers' confidentiality and privacy in accordance with company and regulatory requirements.
Execute and facilitate Insured's service requests when appropriate.
Anticipate and execute on account rounding and cross-selling opportunities.
Complete training and continued education and professional development programs, as required.
As approved by management, represent AAA Mid-Atlantic Insurance Agency in public forums to enhance networking and sales opportunities.
Support the sales and service of all AAA Club products and benefits.
OTHER DUTIES AND
Responsibilities: (10%)
Work closely with service departments and underwriting to successfully meet customers' needs.
Complete related tasks and duties as directed by Agency Management (and Retail Office Managers, as appropriate).
job
Requirements
Associates Degree, or the equivalent work experience/education
2 years of sales or customer service experience in an Insurance environment or related industry (e.g., financial
services
, banking, etc.) or a proven history of a strong sales aptitude and background.
Property & Casualty license required within 90 days from hire date
Ability to interpret, analyze, and problem solve complex work situations
Ability to work independently with only general guidance
Requires high level of tact and integrity
Ability to maintain a continuous focus on development of own skills and knowledgeEstimated Salary: $20 to $28 per hour based on qualifications.
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