Sales Agent

Automobile Club Of Missouri Inc; Springfield (MO); On-site; USD 32,000 - 48,000; Full time

Benefits offered by this job

Health coverage

401(K) with company match and Pension

Tuition assistance

Floating holidays and PTO

Paid parental leave

Wellness programs

Employee discounts

Job summary

Automobile Club Of Missouri Inc is seeking an entry-level Sales Agent Trainee who will train toward becoming a full Sales Agent. The role focuses on selling insurance products and club memberships, with duties including lead development, servicing members, and cross-selling across departments.

The position operates primarily in district offices and involves onsite and offsite activities directed by management, with opportunities for advancement upon successful training completion.

Qualifications

• Oral and written communication skills required.
• Moderate knowledge of Microsoft Office: Word, Access, Excel, PowerPoint.

Responsibilities

• Sell Insurance products using SSC fundamentals and complete documentation with underwriting criteria.
• Sell Club memberships and inform members about services and products.
• Develop sales leads, manage time, and pursue opportunities to meet goals.
• Cross-sell opportunities to enhance product balance.
• Ensure proper ratings on new policies per underwriting guidelines.
• Provide policy and membership services in person, by phone, or by mail.

Skills

Oral communication

Written communication

Organization

Microsoft Office

Education

Bachelor's equivalent

Tools

Word

Access

Excel

PowerPoint

Job description

Sales Agent

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)

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