Department Information Human Resources Information
Job Title:Insurance Sales AgentJob Code
Location: Selected California Retail StoresCompany CodeSelectedDepartment:[ZZ9600] Retail SalesFLSANon-ExemptReports ToDistrict ManagerEEO Job CategorySales WorkersSalary RangeTier BasedSalary StructureRegular Full TimeDate Effective: September 2018Benefit TypeSales Full Time
The Insurance Sales Agent is responsible for successfully executing the sales process and regularly engages sales building activities that drive the overall revenue of the Agency. This position shares the responsibility with the Managing Agent for the sale of insurance products and handling customer contacts received either by telephone, email, mail, fax or face-to-face in the retail location. The team member will process quality customer applications, endorsements, payments, and related customer inquiries. The team member will also perform marketing activity outside the office to increase sales.
Assess the customer needs and advise clients on insurance coverage and personal protection options following Acceptance's G.U.E.S.T. standards.
Provide quality quotations, pricing, and required information to new prospects and completes the sales process for each customer per company policy and procedure.
Maintain strong knowledge of all products, pricing, and policy features available for sale.
Complete and maintain training for all products offered by Acceptance (i.e. auto, roadside, hospital indemnity, motorcycle, commercial and home/renters, etc.) and other insurance companies for which they are appointed,
Develop and maintain relationships with business partners around the community and perform outside marketing activities to drive new customers.
Prepare quotations on customer change requests to their current policies.
Receive and respond to all customer inquiries and complaints. Request any missing or required information from customers and follow up for that information.
Maintain knowledge of industry competitors and provide critical market feedback to leadership regarding local competition and service needs.
Conduct daily customer payment reminder calls.
Follow-up routinely with customers on all open or unresolved issues including calling lapsed policy and policy renewal customers.
Answer the telephone in a prompt, professional and courteous manner.
Take / receive customer payments in office and over the phone.
Report any and all conditions affecting customer satisfaction.
Maintain appropriate records including, but not limited to; all time worked, reporting of sales activities, other reporting as required.
Scan and send required documents daily.
Assist in the daily cleaning/maintenance of the location according to Acceptance standards of operation.
Performs other duties as assigned by management.
Six months or more of prior experience in a sales related field, required
High School diploma or GED required
Four-year college degree preferred
Must have a valid driver's license
Must be able to provide proof of automobile insurance
P&C and/or Life license required
The physical demands described here are representative of those that must be met by a team member to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the team member is regularly required to do manual tasks which may include the use of hands to handle controls. Required tasks may also require the ability to talk or hear. The team member will frequently sit, bend, and reach with hands and arms and is routinely required to stand and walk. The team member must frequently lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, color vision, and the ability to adjust focus. Other abilities include protecting oneself, and possessing the capacity to learn, concentrate and read. Oftentimes the team member will be communicating and interacting with others while working.
Working conditions are normal for an office environment. Dress is business casual.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employee(s)
First Acceptance Corporation