Insurance Specialist Jobs

About The Position

Requirements

• High school diploma or GED.
• Valid automobile operator's license.
• Active state resident life insurance license.
• At least 1 year of experience in life insurance and/or annuity sales.
• Strong interpersonal, presentation, and communication skills for interacting effectively with staff, members, and insureds.
• Ability to cultivate relationships with peers and staff and educate staff to make referrals to Life Insurance Agents.
• Computer skills in basic software applications and business applications specific to life insurance.
• CLU, ChFC, and/or LUTCF designations.
• Bilingual communication skills.

Nice To Haves

• Bachelor's degree in a related area or an equivalent combination of education and experience.
• Demonstrated skills in selling life insurance and annuities and developing, tracking, and following up on leads.
• Strong knowledge of sales techniques and life product illustrations, features, and benefits.
• Demonstrated prospecting and lead-generation abilities.

Responsibilities

• Maximize life insurance sales among current members and property/casualty insureds and identify new sales opportunities.
• Maintain production and persistency standards to support profitable growth.
• Identify and develop sales opportunities within the community.
• Follow the company-approved sales process and complete required financial, activity, and sales reporting.
• Provide life sales support and training to frontline employees, property/casualty Insurance Sales Agents, and other staff on lead development and identification.
• Build and maintain working relationships with frontline employees, Sales Agents, and branch management.
• Notify Agents promptly of the results of referred leads.
• Provide Sales Agents with leads for other products and services, including membership, auto/homeowners, and travel insurance.
• Stay informed about policy and external practice developments, attend meetings, and maintain life insurance licensure through continuing education.
• Develop an annual business plan with input from the Life Sales Manager, covering sales goals, quality standards, responsibilities, and customer relationships.
• Review business plan objectives and adjust strategies to align performance with annual sales goals.
• Ensure compliance with NCNU, AAA Life, and applicable external regulations.

Benefits

• Opportunity to participate in AAA discretionary annual incentive plan or other incentive plans, depending on position.
• Company 401(k) match of $1 for $1 up to 6% of eligible earnings per pay period.
• Medical, dental, and vision benefits.
• Wellness program.
• Paid holidays.
• Paid time off accrued monthly.
• Depending on position, an additional 24 hours per year for volunteer activities.
• Free AAA Classic Membership.
• AAA product discounts.
• Tuition reimbursement program.