Insurance Sales Agent

Milpitas, CA, United States Full Time
Main Location
United States
Open jobs

We're one of the largest Membership organizations in the country, but we’re so much more than our legendary roadside service. 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. We're community minded, and celebrate the growth, development and successes of our diverse Team Members.

Whether you’re just starting your journey or looking to grow your career, we’ll support you every step of the way.

AAA is known for providing exceptional products, service and experiences to our members. Our Insurance Agents are key members of AAA NCNU, providing exceptional, knowledgeable insurance service.  Whether you are an experienced sales professional, or an experienced insurance Agent, AAA NCNU will invest in your success by providing you with unparalleled training and support.

Why work for us?

  • Licensing Assistance – If unlicensed, AAA NCNU will reimburse the costs of licensure

  • Training – You’ll attend a thorough, comprehensive, three week training program in our Walnut Creek headquarters

  • No Overhead Costs – W-2 structure with dedicated space in a AAA NCNU branch

  • Compensation – Non recoverable draw hourly compensation or lucrative, uncapped bonus plan with first year production incentives

  • Benefits – Access to 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 – Accrual of 17 PTO days per year, nine holidays annually and 24 hours per year earmarked for volunteer activities

  • Collaborative Environment – AAA will value your contribution to providing exceptional service to our members

Insurance Agent Responsibilities

  • Uses sales techniques and product knowledge to identify customer-specific needs to generate new sales, retain existing insured’s 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 Associate’s 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 t he member’s 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 relevant field preferred.

  • 2 to 4 years of sales experience required. Insurance industry work experience preferred.

  • Currently possesses, or has the ability to acquire the active and unrestricted state issued license(s) required to place property and casualty insurance and Life Insurance. Active required license(s) preferred.

**Please note that you will be asked to complete a candidate assessment following your application, via email. Your application will not be considered until the assessment has been completed.**

We’ll value your skills and experience. We’re building a performance organization with heart and developing a pipeline of tomorrow’s leaders. Your work will be enhanced with training opportunities, a mentoring program and our Promote-from-within philosophy. We celebrate our diversity and leverage the power of many minds.    

#IASALES

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