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Full-time
bachelor degree
Health coverage for medical, dental, vision, 401(K) saving plans with company match, Pension, Tuition assistance, Floating holidays, Paid time off for community volunteer programs
Posted 7d ago
~40 hrs/week
Responsibilities
The Sales Agent Trainee is responsible for selling insurance products and club memberships while managing sales leads and maintaining accurate documentation. They must provide policy service to members and adhere to underwriting guidelines to support club growth and service quality.
Requirements
Candidates must possess a bachelor's degree or an equivalent combination of education and experience, along with a valid Property and Casualty Insurance license. Proficiency in Microsoft Office and strong communication and organizational skills are required for this role.
Full job description
Sales Agent
Job Summary This is an entry-level position designed to lead to Sales Agent. Upon successful completion of the training period, the Sales Agent Trainee will be reclassified as a Sales Agent. This position works exclusively in a District Office, engaged in sales activities, appointments and inspections conducted exclusively onsite and offsite at the direction of the IBM. Club memberships and insurance products are sold in support of Club growth, profitability and service quality objectives. The Sales Agent Trainee provides information on member services and new insurance products. Must complete documentation thoroughly, accurately and in a timely manner, as well as adhere to underwriting rules and guidelines to achieve underwriting objectives.
Job Duties
Sell Insurance products utilizing the fundamentals of "Successful Sales Calls," (SSC). Quote rates, qualify applicants, inspect vehicles or property and complete documentation with accepted underwriting criteria, procedures and quality standards.
Sell Club memberships, promote consideration of Club services and products, and provide information on membership and insurance.
Achieve a successful sales strategy. Develop sales leads and contacts, and utilize leads and contacts provided from all sources. Manage time and organize information to achieve goals. Take advantage of sales opportunities. Maintain a high level of expertise regarding Club products and services. Communicate effectively with clients and co-workers. Enhance effectiveness of closing skills.
Maintain an acceptable product balance. Take advantage of cross-sell opportunities to enhance product balance.
Ensure proper ratings are applied to new policies, based on the insured's statements, current underwriting guidelines and completed paperwork.
Provide insurance policy service to Club members in person, by telephone or through correspondence. Complete insurance and membership forms to amend, cancel or otherwise update existing insurance policies and/or membership records. Compile and complete accurate documentation for all transactions.
Collect membership and insurance payments, and maintain security in the handling of Club monies and receipts.
Attend meetings, training workshops and seminars. Complete and approve accurate timecards, expense diaries and other required documentation. Adhere to scheduled duties and activities as directed by management.
Identify cross-sell opportunities based on members’ product needs and service requests. Enhance member relationship by diversifying use of products and services. Provide sales leads to insurance, travel and other departments as appropriate.
Qualifications
Bachelors Equivalent combination of education and experience Preferred
1-3 years Insurance sales/service Preferred
Oral and written communication skills required.
Moderate knowledge of Microsoft Office software including, Word, Access, Excel, and PowerPoint required.
Previously demonstrated advanced level of competitive and persistent nature required.
Organization skill required.
Property and Casualty Insurance License, valid in selling state - Issued by State Required
Valid Driver's License, acceptable Department of Motor Vehicles record and minimum liability insurance - Issued by State
Travel Requirements
Occasional travel to off-site business meetings or conferences. (5% proficiency)
Remarkable benefits:
• Health coverage for medical, dental, vision
• 401(K) saving plans with company match AND Pension
• Tuition assistance
• Floating holidays and PTO for community volunteer programs
• Paid parental leave
• Wellness programs
• Employee discounts (membership, insurance,
travel, entertainment, services and more!)
Auto Club Enterprises is the largest club within the national AAA federation. We have nearly 17,000 employees in 24 states helping more than 18 million members. The strength of our organization is our employees. Bringing together and supporting different cultures, backgrounds, personalities, and strengths creates a team capable of delivering legendary, lifetime service to our members. When we embrace our diversity – we win. All of Us! With our national brand recognition, long-standing reputation since 1900, and constantly growing membership, we are seeking career-minded, service-driven professionals to join our team.
"Through dedicated employees we proudly deliver legendary service and beneficial products that provide members peace of mind and value.”
AAA is a federation of fully taxpaying, not-for-profit motor clubs in the U.S. with more than 62 million members that has been serving motorists for more than a century. Auto Club Enterprises is a group of AAA clubs serving more than 17 million members in 21 states, employing more than 14,000 people directly and working with thousands of independent businesses that provide benefits and service to our members. Our more than 300 branches receive 8 million visits annually, 23 call centers take more than 24 million calls per year and AAA.com and the AAA Mobile app are used more than 54 million times per year.
Club Locations:
AAA Alabama (Alabama)
AAA Northern New England (Maine, New Hampshire, Vermont)
AAA East Central (Sections of Pennsylvania, Ohio, Kentucky, West Virginia and New York)
AAA Tidewater (Southeastern Virginia)
AAA Missouri (Missouri, Mississippi, Arkansas, Louisiana, and sections of Kansas, Illinois and Indiana)
AAA Texas (Texas)
AAA New Mexico (New Mexico)
Automobile Club of Southern California (from Mono to San Diego Counties)
AAA Hawaii
Our Mission:
Through dedicated employees we proudly deliver legendary service and beneficial products that provide members peace of mind and value.
Our Values:
RESPECT – Appreciate each other’s contributions.
TEAMWORK – Excel through collaboration.
RELEVANCE – Anticipate and adjust to evolving needs.
CHARACTER – Do the right thing, honor our commitments.
COMMITMENT – Relentlessly pursue excellence.
We are committed to creating a workplace where all employees, regardless of background, or characteristics, are engaged, feel they belong and can grow and develop long careers with our organization. We are focusing on what we can do to help bring about meaningful change to advance diversity, inclusion and belonging in both our organization and our local communities
Offices: 3333 Fairview Rd, Costa Mesa, California 92626, US · Honolulu, Hawaii, US · Albuquerque, New Mexico, US · Coppell, Texas, US · St. Louis, Missouri, US
AAA is a federation of fully taxpaying, not-for-profit motor clubs in the U.S. with more than 62 million members that has been serving motorists for more than a century. Auto Club Enterprises is a group of AAA clubs serving more than 17 million members in 21 states, employing more than 14,000 people directly and working with thousands of independent businesses that provide benefits and service to our members. Our more than 300 branches receive 8 million visits annually, 23 call centers take more than 24 million calls per year and AAA.com and the AAA Mobile app are used more than 54 million times per year.
Club Locations:
AAA Alabama (Alabama)
AAA Northern New England (Maine, New Hampshire, Vermont)
AAA East Central (Sections of Pennsylvania, Ohio, Kentucky, West Virginia and New York)
AAA Tidewater (Southeastern Virginia)
AAA Missouri (Missouri, Mississippi, Arkansas, Louisiana, and sections of Kansas, Illinois and Indiana)
AAA Texas (Texas)
AAA New Mexico (New Mexico)
Automobile Club of Southern California (from Mono to San Diego Counties)
AAA Hawaii
Our Mission:
Through dedicated employees we proudly deliver legendary service and beneficial products that provide members peace of mind and value.
Our Values:
RESPECT – Appreciate each other’s contributions.
TEAMWORK – Excel through collaboration.
RELEVANCE – Anticipate and adjust to evolving needs.
CHARACTER – Do the right thing, honor our commitments.
COMMITMENT – Relentlessly pursue excellence.
We are committed to creating a workplace where all employees, regardless of background, or characteristics, are engaged, feel they belong and can grow and develop long careers with our organization. We are focusing on what we can do to help bring about meaningful change to advance diversity, inclusion and belonging in both our organization and our local communities
Offices: 3333 Fairview Rd, Costa Mesa, California 92626, US · Honolulu, Hawaii, US · Albuquerque, New Mexico, US · Coppell, Texas, US · St. Louis, Missouri, US