Full-Time

P&C Insurance Sales Agent

AAA Mountainwest Group

AAA Mountainwest Group

Compensation Overview

$17.17/hr

+ Commission + Bonus

Menlo Park, CA, USA

In Person

Category
Sales & Account Management (1)
Required Skills
Sales
Requirements
  • High School Diploma
  • 3-5 years of relevant insurance industry work experience required
  • Possess active and unrestricted state issued license(s) required to place property and casualty insurance
  • Knowledge of desktop systems including but not limited to Microsoft Office software applications
Responsibilities
  • Uses sales techniques and strong product knowledge to identify customer-specific needs to generate new sales, retain existing insureds and grow our 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 as assigned by the Insurance Agent’s manager.
  • Conducts an 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.
  • Establishes rapport with the insured that enhances the member’s affinity to the AAA brand and results in greater member satisfaction and loyalty.
  • Proactively solicits and markets to business and/or community events, performs outbound calling, works marketing lists, and cross-sells/up-sells new and existing customers.
  • Responds to customer inquiries and requests relating to insurance products and membership.
  • Researches and resolves complex customer service issues. Often assists the insured in initiating the first notice of loss on claims.
Desired Qualifications
  • Bachelor’s degree preferred
AAA Mountainwest Group

AAA Mountainwest Group

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