Member Insured Sales Agent
Core
Outbound sales agent selling insurance products to AAA members and targeted customers via phone.
Role type
Insurance sales agent (outbound)
Builds
New insurance policies and AAA product memberships
Domain
Insurance / Financial Services
Deliverable
product features
Required skills
Insurance sales, outbound calling, customer qualification, quoting, policy explanation, application completion, cross-selling
Preferred skills
Outbound call center experience, Property and Casualty licensing
Technologies
CRM systems, quoting tools, lead distribution software
Responsibilities
Perform outbound dials on provided lead lists, qualify applicants and solicit business, quote insurance rates and complete applications, provide coverage reviews and counseling, coordinate lead distribution, execute service requests, maintain underwriting information, identify cross-selling opportunities, handle incoming calls.
Seniority
Individual Contributor, entry-to-mid level