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January 22 2018

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Job Offer: Property & Casualty Sales Agent - Palm Harbor:

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Property & Casualty Sales Agent - Palm Harbor

AAA (The Auto Club Group)Insurance Sales Agent - Palm Harbor, FL1/13/2018
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Job Description

Job Description

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.

Primary tasks 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 skills 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 conformity 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 continuing progress reviews by monitoring results and looking for continuous improvement opportunities. Perform other tasks as necessary.

Meet and/or exceed sales production requirements

Preferred Appropriate qualifications:

Education (include minimum education and any licensing/certifications):
   » Completion of Insurance industry training programs
expertise and Special Skills:
   » capability to navigate MS Office applications (Word, Excel)

Work Environment:
Work in a temperature controlled office environment. availability and capability to work extended/irregular hours to include weekends/holidays.


Required Qualifications (these are the minimum requirements to qualify):

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 440-Customer Representative. In Georgia and Tennessee, hold a Property and Casualty Agent license. License must comply with state Continuing Education requirements.

   » Demonstrated sales and marketing success and stcapability in the insurance business with at least 2 years recent sales practice.
   » practice in computer quoting software and e-mail applications.
expertise and Special 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 capability.
   » Solid selling and sales process skills
   » capability to build a strong customer base.
   » Must be organized with capability to manage time wisely.

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

The Auto Club Group, and all ofits affiliated companies,is an equal opportunity/affirmative action employer. All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, discapability 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 capability to execute tasks contained in the job description for this position, including, but not limited to, the above requirements. Reasonable accommodations will be made for otherwise qualified candidates, as needed, to enable them to fulfill these requirements.

Job Snapshot

Employment Type Full-Time
Job Type Insurance, Sales
Education Not Specified
practice Not Specified
Manages Others Not Specified
Industry Insurance
Required Travel Not Specified
Job ID 170000Y4

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Company Overview

AAA (The Auto Club Group)
The Auto Club Group (ACG) is the second largest AAA club in North America. ACG and its affiliates provide membership, travel, insurance and financial services offerings to approximately 8.5 million members across 11 states and two U.S. territories including Florida, Georgia, Iowa, Michigan, Nebraska, North Dakota, Wisconsin, Puerto Rico and the U.S. Virgin Islands; most of Illinois, Minnesota and Tennessee; and a portion of Indiana. ACG belongs to the national AAA federation with nearly 53 million members in the United States and Canada and whose mission includes protecting and advancing freedom of mobility and improving traffic safety.
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Insurance Sales Agent - Palm Harbor, FL
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Job Category: Customer Service [ View All Customer Service Jobs ]
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Employment type:
Salary: Unspecified
Degree: Unspecified
Experience (year): Unspecified
Job Location: Other
Company Type Employer
Post Date: 01/13/2018 / Viewed 6 times
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