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.

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.

Insurance Sales Agent

Key skills