Insurance Sales Agent - Property & Casualty - Ocala

AAA Auto Club Ocala , FL 34470

Posted 4 months ago

Primary Duties and Responsibilities (details of the basic job functions):

Responsible for marketing and generating new insurance sales as well as being a professional advocate for all insurance related needs. Respond to all customer inquiries and requests with a high level of customer service.

Determine the insurance needs of the customer through the probing process, offers a proposal with the appropriate insurance coverage/protection solutions. Achieve a balance in production to meet agency business and growth objectives by maintaining an appropriate mix of business. Provide professional product expertise by thoroughly explaining coverage limits, deductibles, payment options, policy language and servicing provisions. This agent advocate also provides expert advice by careful review of all available products and offers the best value or solution to the Member/customer. Respond to current policyholder inquiries and requests.

Initiate lead and prospect generation from established lead management business rules to effectively manage and leverage sales opportunities including, but not limited to: 1) expiration dates and subsequent follow up to provide quote(s), 2) follow up on existing mono-line accounts by mail / telephone for the purpose of cross-selling, 3) make outbound calls to increase sales and ultimately member penetration of insurance related products 4) develop networking referrals 5) participate in community and membership events 6) develop referral relationships with other sales representatives, i.e. membership, life & health agent, etc.

Ensure that insurance applications are submitted in accordance with agency policies and procedures with efficiency, quality and accuracy; with supporting documents / forms. Maintain current carrier information to ensure compliance with carriers' underwriting guidelines, and binding authority to reduce E & O exposures.

Agent and leader develop annual performance plans to support Club initiatives. Actively participate in the ongoing progress reviews by monitoring results and looking for continuous improvement opportunities. Perform other duties as necessary.

Meet and/or exceed sales production requirements

Preferred Qualifications:

Education (include minimum education and any licensing/certifications):

  • Completion of Insurance industry training programs

Knowledge and Skills:

  • Ability to navigate MS Office applications (Word, Excel)

Work Environment:

Work in a temperature controlled office environment. Willingness and ability to work extended/irregular hours to include weekends/holidays.

The Auto Club Group (ACG) provides membership, travel, insurance and financial services offerings to approximately 9 million members and customers across 11 states and 2 U.S. territories through the AAA, Meemic and Fremont brands. ACG belongs to the national AAA federation and is the second largest AAA club in North America.

Education (include minimum education and any licensing/certifications):

  • High School diploma or equivalent. Insurance industry training programs a plus

  • Presently hold an active Florida 220-General Lines license or Florida 2044- Personal Lines license or be willing to get one (we will pay for license)

  • License must comply with state Continuing Education requirements

  • Currently hold or successfully attain appropriate State Life Sales license (214 or 215) within timeframe designated by ACG, and maintain license as required.

Experience:

  • Demonstrated sales and marketing success and stability in the insurance business with at least 2 years recent sales experience.

  • Experience in computer quoting software and e-mail applications.

Knowledge and Skills:

  • Goal oriented and self-motivated to help members/customers and prospects achieve and maintain their financial goals.

  • Strong verbal and written communication skills including presentation ability.

  • Solid selling and sales process skills

  • Ability to build a strong customer base.

  • Must be organized with ability to manage time wisely.

The Auto Club Group offers a competitive compensation and benefits package including a base salary with performance based incentives; medical/dental/vision insurance,401(k), generous time off, a complimentary AAA Membership and much more!

The Auto Club Group, and all of its affiliated companies, is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability or protected veteran status.

Important Note: The above statements describe the principal and essential functions, but not all functions that may be inherent in the job. This job requires the ability to perform duties contained in the job description for this position, including, but not limited to, the above requirements. Reasonable accommodations will be made for otherwise qualified applicants, as needed, to enable them to fulfill these requirements.

KEY WORDS: Insurance, Insurance Agent, P&C Agent, Property & Casualty, Property and Casualty, Homeowners, Auto Insurance, Agent, Carriers, Sales Agent, Sales Rep, Sales, Sales Producer, Insurance Producer, Life, Personal Lines, AAA, Auto Club Group, 220, 2044, 214, 215, 440, Ocala


icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Route Sales Support Aus Ocala

Aramark Corporation

Posted 6 days ago

VIEW JOBS 10/8/2019 12:00:00 AM 2020-01-06T00:00 Overview About AramarkAramark (NYSE: ARMK) proudly serves Fortune 500 companies, world champion sports teams, state-of-the-art healthcare providers, the world's leading educational institutions, iconic destinations and cultural attractions, and numerous municipalities in 19 countries around the world. Our 270,000 team members deliver experiences that enrich and nourish millions of lives every day through innovative services in food, facilities management and uniforms. We operate our business with social responsibility, focusing on initiatives that support our diverse workforce, advance consumer health and wellness, protect our environment, and strengthen our communities. Aramark is recognized as one of the World's Most Admired Companies by FORTUNE, as well as an employer of choice by the Human Rights Campaign and DiversityInc. Learn more at www.aramark.com or connect with us on Facebook and Twitter. Description Aramark Uniform Services (AUS) provides uniforms and related products to more than 400,000 customers nationwide, in virtually every industry. From designing and manufacturing to laundering and delivering, AUS works with local and national clients to create and maintain a total uniform solution that promotes teamwork and establishes a professional identity. AUS operates from over 200 locations nationwide. https://www.youtube.com/watch?v=kTzw6G4BS_Y&feature=youtu.be The Route Sales Support Driver builds solid, positive working relationships with customers and is highly motivated to exceed their expectations and requirements. AUS operates in a very competitive environment and successful "RSSs" must be able to balance exceptional customer service with meeting and exceeding individual sales growth goals. As advocates for the organization, RSSs strive to generate goodwill and loyalty for the organization while performing their work in a professional manner at all times. Essential duties and responsibilities of the position include but are not limited to: * Safely operate a company step van in designated area to provide products and service to a variety of clients. Verify daily preventative maintenance of vehicle and maintain proper operator documentation. * Manage daily route independently to ensure accurate and timely delivery of product. * Loads/unloads product per company policies, procedures, and guidelines. * Review invoices daily for complete and accurate information and make corrections as needed. * Meet sales goals and promotes overall route growth to enhance profitability. * Develop leads/prospects, calls on prospective customers to solicit business, prepare service agreements, and install new accounts. Assists the sales organization with the procurement of additional new business. * Possess a strong understanding of services, policies, and pricing methods and can clearly communicate these to customers. * Monitor customer feedback and handle customer issues in a prompt and courteous manner. * Take responsibility for your personal safety and watch out for the safety of others. Use safe precautions, proper tools, and equipment, and adhere to all safe work practices and policies. * Perform other duties as required or assigned which are reasonably within the scope of the activities enumerated above. Qualifications * High school degree or equivalent. * Must be a minimum of 21 years of age, have a valid driver's license, and excellent driving record. * Customer service experience with a wide variety of consistent customer contact. * Strong math and basic computer skills. * Demonstrated experience selling services/products and generating new business preferred. * Excellent customer service and verbal communication skills required. * Ability to work independently, exercise sound judgment, and think quickly to identify/solve customer concerns. Working Conditions Exposure to adverse and varying weather conditions which may include extreme hot/cold temperatures depending on geographical location. Fast-paced environment sometimes requiring irregular and long hours. Physical Requirements Must be able to routinely lift and maneuver a minimum of 25 lbs. and load/unload product from truck without assistance. Must be able to occasionally lift and maneuver 50+ lbs. This position requires bending, squatting, climbing, and reaching. Aramark Corporation Ocala FL

Insurance Sales Agent - Property & Casualty - Ocala

AAA Auto Club