Sales Agent

Automobile Club Of Missouri Inc; Jefferson City (MO); On-site; USD 36,000 - 56,000; Full time

Benefits offered by this job

Health coverage

401(k) with company match

Pension plan

Floating holidays

PTO for volunteer programs

Employee discounts

Job summary

Auto Club Enterprises in Missouri seeks an entry-level Sales Agent Trainee. This role leads to a Sales Agent after training, conducting sales activities and member services in district offices and on-site or off-site as directed.

Responsibilities include selling insurance and club memberships, handling documentation, underwriting adherence, and pursuing cross-sell opportunities while maintaining accurate records.

Qualifications

• Bachelor’s equivalent education and experience preferred.
• 1–3 years of insurance sales/service preferred.
• Oral and written communication skills required.
• Proficient with Microsoft Office (Word, Access, Excel, PowerPoint).
• Strong organizational skills.

Responsibilities

• Sell insurance products and club memberships with proper underwriting.
• Develop sales leads and manage time to achieve goals.
• Process documentation accurately and timely.
• Collect payments and manage club monies securely.
• Provide information on member services and new insurance products.

Skills

Oral communication

Written communication

Organization skills

Education

Bachelor's Equiv combination of education and experience

Tools

Microsoft Office

Word

Access

Excel

PowerPoint

Job description

Job Summary

This is an entry-level position designed to lead to Sales Agent. Upon successful completion of the training period, the Sales Agent Trainee will be reclassified as a Sales Agent. This position works exclusively in a District Office, engaged in sales activities, appointments and inspections conducted exclusively onsite and offsite at the direction of the IBM. Club memberships and insurance products are sold in support of Club growth, profitability and service quality objectives. The Sales Agent Trainee provides information on member services and new insurance products. Must complete documentation thoroughly, accurately and in a timely manner, as well as adhere to underwriting rules and guidelines to achieve underwriting objectives.

Job Duties

• Sell Insurance products utilizing the fundamentals of "Successful Sales Calls," (SSC). Quote rates, qualify applicants, inspect vehicles or property and complete documentation with accepted underwriting criteria, procedures and quality standards.
• Sell Club memberships, promote consideration of Club services and products, and provide information on membership and insurance.
• Achieve a successful sales strategy. Develop sales leads and contacts, and utilize leads and contacts provided from all sources. Manage time and organize information to achieve goals. Take advantage of sales opportunities. Maintain a high level of expertise regarding Club products and services. Communicate effectively with clients and co-workers. Enhance effectiveness of closing skills.
• Maintain an acceptable product balance. Take advantage of cross-sell opportunities to enhance product balance.
• Ensure proper ratings are applied to new policies, based on the insured's statements, current underwriting guidelines and completed paperwork.
• Provide insurance policy service to Club members in person, by telephone or through correspondence. Complete insurance and membership forms to amend, cancel or otherwise update existing insurance policies and/or membership records. Compile and complete accurate documentation for all transactions.
• Collect membership and insurance payments, and maintain security in the handling of Club monies and receipts.
• Attend meetings, training workshops and seminars. Complete and approve accurate timecards, expense diaries and other required documentation. Adhere to scheduled duties and activities as directed by management.
• Identify cross-sell opportunities based on members’ product needs and service requests. Enhance member relationship by diversifying use of products and services. Provide sales leads to insurance, travel and other departments as appropriate.

Qualifications

• Bachelors Equivalent combination of education and experience Preferred
• 1-3 years Insurance sales/service Preferred
• Oral and written communication skills required.
• Moderate knowledge of Microsoft Office software including, Word, Access, Excel, and PowerPoint required.
• Previously demonstrated advanced level of competitive and persistent nature required.

Travel Requirements

• Occasional travel to off-site business meetings or conferences. (5% proficiency)

• Health coverage for medical, dental, vision
• 401(K) saving plans with company match AND Pension
• Floating holidays and PTO for community volunteer programs
• Wellness programs
• Employee discounts (membership, insurance, travel, entertainment, services and more!)

Auto Club Enterprises is the largest club within the national AAA federation. We have nearly 17,000 employees in 24 states helping more than 18 million members. The strength of our organization is our employees. Bringing together and supporting different cultures, backgrounds, personalities, and strengths creates a team capable of delivering legendary, lifetime service to our members. When we embrace our diversity - we win. All of Us! With our national brand recognition, long-standing reputation since 1900, and constantly growing membership, we are seeking career-minded, service-driven professionals to join our team.

Job Summary

This is an entry-level position designed to lead to Sales Agent. Upon successful completion of the training period, the Sales Agent Trainee will be reclassified as a Sales Agent. This position works exclusively in a District Office, engaged in sales activities, appointments and inspections conducted exclusively onsite and offsite at the direction of the IBM. Club memberships and insurance products are sold in support of Club growth, profitability and service quality objectives. The Sales Agent Trainee provides information on member services and new insurance products. Must complete documentation thoroughly, accurately and in a timely manner, as well as adhere to underwriting rules and guidelines to achieve underwriting objectives.

Job Duties

• Sell Insurance products utilizing the fundamentals of "Successful Sales Calls," (SSC). Quote rates, qualify applicants, inspect vehicles or property and complete documentation with accepted underwriting criteria, procedures and quality standards.
• Sell Club memberships, promote consideration of Club services and products, and provide information on membership and insurance.
• Achieve a successful sales strategy. Develop sales leads and contacts, and utilize leads and contacts provided from all sources. Manage time and organize information to achieve goals. Take advantage of sales opportunities. Maintain a high level of expertise regarding Club products and services. Communicate effectively with clients and co-workers. Enhance effectiveness of closing skills.
• Maintain an acceptable product balance. Take advantage of cross-sell opportunities to enhance product balance.
• Ensure proper ratings are applied to new policies, based on the insured's statements, current underwriting guidelines and completed paperwork.
• Provide insurance policy service to Club members in person, by telephone or through correspondence. Complete insurance and membership forms to amend, cancel or otherwise update existing insurance policies and/or membership records. Compile and complete accurate documentation for all transactions.
• Collect membership and insurance payments, and maintain security in the handling of Club monies and receipts.
• Attend meetings, training workshops and seminars. Complete and approve accurate timecards, expense diaries and other required documentation. Adhere to scheduled duties and activities as directed by management.
• Identify cross-sell opportunities based on members’ product needs and service requests. Enhance member relationship by diversifying use of products and services. Provide sales leads to insurance, travel and other departments as appropriate.

Qualifications

• Bachelors Equivalent combination of education and experience Preferred
• 1-3 years Insurance sales/service Preferred
• Oral and written communication skills required.
• Moderate knowledge of Microsoft Office software including, Word, Access, Excel, and PowerPoint required.
• Previously demonstrated advanced level of competitive and persistent nature required.
• Organization skill required.

Travel Requirements

• Occasional travel to off-site business meetings or conferences. (5% proficiency)

Sales Agent

Remarkable benefits:

• Health coverage for medical, dental, vision
• 401(K) saving plans with company match AND Pension
• Tuition assistance
• Floating holidays and PTO for community volunteer programs
• Paid parental leave
• Wellness programs
• Employee discounts (membership, insurance, travel, entertainment, services and more!)

Auto Club Enterprises is the largest club within the national AAA federation. We have nearly 17,000 employees in 24 states helping more than 18 million members. The strength of our organization is our employees. Bringing together and supporting different cultures, backgrounds, personalities, and strengths creates a team capable of delivering legendary, lifetime service to our members. When we embrace our diversity - we win. All of Us! With our national brand recognition, long-standing reputation since 1900, and constantly growing membership, we are seeking career-minded, service-driven professionals to join our team.

"Through dedicated employees we proudly deliver legendary service and beneficial products that provide members peace of mind and value."

AAA is an Equal Opportunity Employer

Our organization participates in E-Verify