P&C Insurance Sales Agent
Company: AAA Northern California, Nevada & Utah
Location: Manteca
Posted on: November 10, 2024
|
|
Job Description:
JOB DESCRIPTION We call our club's vision, mission, values, and
supporting pillars "Our House" because they are the foundation for
all that we do. We're working to transform AAA for the next century
with a mission to create Members for life by unleashing the
innovative spirit of our Team Members.Why Work For Us?
At AAA, our Team Members strive to deliver amazing service and help
our Members outsmart lifes roadblocks. We believe everything you do
outside of work adds to who you are at work. We're working to
transform AAA for the next century with a mission to create Members
for life by unleashing the innovative spirit of our Team
Members.
Insurance Agents serve our Members by selling them the Property &
Casualty, Life and Roadside Assistance insurance that meets the
Members needs. Individuals in this role are accountable for
achieving assigned sales goals while providing an exceptional
Member experience. Primary responsibilities include soliciting new
business, serving existing insured Members, and retaining policies.
Insurance Agents participate in promotions, events, marketing
activities, and the cross-sell of all AAA insurance products.
Insurance Agents are experienced professionals who guide our
Members in the purchase of appropriate products and coverage under
limited managerial supervision.
Essential Functions
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 Agents 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 members
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.
Knowledge and Skills
Strong sales skills with a history of effectively developing,
tracking, following up on and closing leads.
Advanced consultative selling techniques utilizing thorough product
knowledge.
Education & Experience / Licenses & Certification
High School Diploma
Bachelors degree preferred
3-5 years of relevant insurance industry work experience
required.
Possess active and unrestricted state issued license(s) required to
place property and casualty insurance.
Knowledge of desktop systems including but not limited to Microsoft
Office software applications.#IA-
Keywords: AAA Northern California, Nevada & Utah, Tracy , P&C Insurance Sales Agent, Sales , Manteca, California
Click
here to apply!
|