Insurance Sales Agent

AAA•Honolulu, HI

About The Position

The Insurance Sales Agent qualifies and quotes prospects, sells memberships and personal lines insurance products, and works toward monthly sales goals using member and internet sales leads. The role includes collecting premiums, binding coverage, entering policy information into insurance systems, responding to underwriting inquiries, and developing thorough knowledge of policy provisions, rating factors, rules, and insurance systems. The agent follows up with members and insureds, prospects for new business, reviews documentation, resolves membership and insurance problems using discretion and independent judgment, and identifies cross-selling opportunities. Occasional Saturday work is required. The company provides comprehensive, employee-centric training to prepare the agent to obtain Property and Casualty and Life insurance licenses.

Requirements

  • High school diploma or GED required.
  • Moderate proficiency with Microsoft Office software, such as Outlook, Word, and Excel.
  • Advanced written and oral communication skills.
  • Ability to qualify for a Personal Lines License and a Life Insurance License.
  • Competitive sales drive to meet and exceed monthly goals.
  • Successful completion of a background check, credit check, and drug screen.
  • Valid driver's license and acceptable driving record.

Nice To Haves

  • College degree preferred.
  • One to three years of sales experience preferred.

Responsibilities

  • Qualify and quote prospects.
  • Sell memberships and personal lines insurance products.
  • Work toward monthly sales goals using member and internet sales leads.
  • Collect premiums, bind coverage, and enter policy data into insurance systems.
  • Respond to underwriting inquiries.
  • Develop thorough working knowledge of insurance policy provisions, rating factors, rules, and insurance systems.
  • Follow up with members and insureds and prospect for new business.
  • Inspect related documentation and resolve membership and insurance problems using discretion and independent judgment.
  • Multitask and identify cross-selling opportunities.
  • Work occasional Saturdays.

Benefits

  • Medical, dental, and vision health coverage.
  • 401(k) savings plan with company match.
  • Pension.
  • Tuition assistance.
  • Floating holidays and PTO for community volunteer programs.
  • Paid parental leave.
  • Wellness programs.
  • Employee discounts on membership, insurance, travel, entertainment, services, and more.
  • Comprehensive training to prepare employees to obtain Property and Casualty and Life insurance licenses.
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