Insurance Sales Agent - Eau Claire, WI

AAA-The Auto Club Group • Eau Claire, WI

2d • $57,097 - $87,085 • Onsite

About The Position

Join America’s most trusted brand with over 100 years of service. The Auto Club Group (ACG) is seeking a prospective Insurance Sales Agent responsible for the sale and service of ACG branded and brokered insurance products, memberships, and financial products within an ACG branch. This role utilizes 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 will effectively overcome objections to close the sale and/or retain the insured, working to meet or exceed targets as defined in the sales incentive plan and goals assigned by leadership. Responsibilities include conducting insurance reviews for clients to identify a range of suitable products, assessing risk using provided tools and underwriting guidelines, recommending appropriate products and coverage, and quoting, binding, and issuing policies. The role also involves participating in local branch events to solicit new business, creating and expanding business networks, building rapport to establish customer satisfaction, loyalty, and affinity to the AAA brand, responding to customer inquiries, and referring members to other applicable lines of business as appropriate.

Requirements

• Current Property & Casualty Insurance Sales license
• Current Life & Health Insurance Sales license, or obtain within 30 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.
• Meet or exceed targets as defined in the sales incentive plan and goals assigned by leadership.
• Conduct insurance reviews 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 up to 6%
• Paid parental leave and adoption assistance
• Paid Time Off (PTO), Company paid holidays, CEO days, and Floating Holidays
• Tuition Reimbursement
• Professional certification reimbursement program and other professional development opportunities
• Complimentary AAA Membership
• Discounts, perks, and rewards
• Paid volunteer day annually

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED