Senior Associate in Digital Assurance and Transparency team providing IT audit and compliance services. Analyzing financial reporting risks while mentoring junior team members in a dynamic environment.
About the role
- Insurance Sales Agent selling and servicing AAA branded insurance products in Iowa City branch. Identifying customer needs, generating sales, and ensuring customer satisfaction in a fast-paced environment.
Responsibilities
- Responsible for the sale and service of ACG branded and brokered insurance products, memberships, and financial products within an ACG branch.
- Uses 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 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 goals assigned by leadership.
- Conducts 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.
- Participates 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.
- Responds to customer inquiries and requests relating to insurance, membership, and financial products.
- Refers Members to other applicable lines of business (i.e., Travel & Financial Services) as deemed 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.
Benefits
- $2,500 Signing Bonus for new hires
- 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 and much more
- Paid volunteer day annually
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