Insurance Sales Agent - Charleston

AAA-The Auto Club GroupCharleston, SC
Onsite

About The Position

The Auto Club Group is seeking a prospective Field Insurance Agent I who is responsible for the sale and service of ACG branded and brokered insurance products, memberships, and financial products within an ACG branch. This role 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. The agent effectively overcomes objections to close the sale and/or retain the insured and works to meet or exceed targets as defined in the sales incentive plan and goals assigned by leadership. The position also involves conducting insurance reviews for clients to identify a range of suitable products, using provided tools and applicable underwriting guidelines to assess risk, recommend appropriate products and related coverage, quote, bind and issue policies. Agents participate in local branch events to solicit new business, create and expand business networks, and build rapport critical to establishing customer satisfaction, loyalty, and affinity to the AAA brand. They also respond to customer inquiries and requests relating to insurance, membership, and financial products and refer Members to other applicable lines of business (i.e., Travel & Financial Services) as deemed appropriate.

Requirements

  • Current Property & Casualty Insurance Sales license or obtain prior to start date
  • Current 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

Responsibilities

  • Sale and service of ACG branded and brokered insurance products, memberships, and financial products within an ACG branch
  • Use 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 overcome objections to close the sale and/or retain the insured
  • Work to meet or exceed targets as defined in the sales incentive plan and goals assigned by leadership
  • Conduct insurance review for clients to identify a range of suitable products
  • Use provided tools and applicable underwriting guidelines to assess risk, recommend appropriate products and related coverage, quote, bind and issue policies
  • Participate 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
  • Respond 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

Benefits

  • Medical, dental and vision benefits
  • 401k Match
  • Paid parental leave and adoption assistance
  • Paid Time Off (PTO), company paid holidays, CEO days, and floating holidays
  • Paid volunteer day annually
  • Tuition assistance program, professional certification reimbursement program and other professional development opportunities
  • AAA Membership Discounts, perks, and rewards
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