Insurance Associate

Company: AAA Northern California, Nevada & Utah
Location: Bozeman
Posted on: January 8, 2021

Job Description:

We call our club's vision, mission, values, and supporting pillars "Our House" because they are the foundation for all that we do. We're working to transform AAA for the next century with a mission to create Members for life by unleashing the innovative spirit of our Team Members.At AAA, our Team Members strive to deliver amazing service and help our Members outsmart lifes roadblocks. We believe everything you do outside of work adds to who you are at work. We're working to transform AAA for the next century with a mission to create Members for life by unleashing the innovative spirit of our Team Members.Why work for us?

• Paid Training Paid training. Extensive training program will help ensure a seamless transition into an Insurance Agent position.
• Licensing Assistance AAA will reimburse a portion of the costs of licensure.
• Advancement Opportunities Opportunity to advance to an Insurance Agent within the first 60 days.
• No Overhead Costs W-2 structure with dedication space in a AAA NCNU branch.
• Compensation Generous commission structure with the ability to earn commission on every policy.
• Benefits Medical, Dental, Vision, wellness program and more!
• 401k Matching $1 for $1 company match up to 6% of pay.
• Annual Incentive Plan Eligibility to participate in AAA NCNU annual bonus plan.
• Paid Time Off Team Members accrue paid time off monthly with an additional 24 hours per year earmarked for volunteer activities.
• Collaborative Environment AAA will value your contribution to providing exceptional service to our members.Summary:Insurance Associates serve our Members by selling Property & Casualty and Roadside Assistance insurance that meets the Members needs.Essential Functions
  • Uses sales techniques and 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 Associates 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.
  • Consistently provides all Members with a sales and service experience that enhances the members 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 customer service issues. Often assists the insured in initiating the first notice of loss on claims.Education & Experience/Licenses & Certification
    • High school diploma or GED required. Bachelor's degree in a relevant field preferred.
    • 2 to 4 years of sales experience preferred.
    • Currently possesses, or has the ability to acquire unrestricted state issued license(s) required to place property and casualty insurance within twenty-one (21) calendar days of start date. Depending on start date, active property and casualty license(s) may be required.#IA

Keywords: AAA Northern California, Nevada & Utah, Bozeman , Insurance Associate, Other , Bozeman, Montana