Insurance Sales Agent
Core
Qualifying and quoting prospects, selling memberships and personal lines insurance products, collecting premiums, and binding coverage.
Role type
Sales agent (personal lines insurance)
Builds
Insurance policies and memberships for AAA members
Domain
Insurance
Deliverable
product features
Required skills
Prospecting, quoting, policy data entry, underwriting inquiry response, cross-selling, Microsoft Office proficiency, advanced communication
Preferred skills
College degree, 1-3 years sales experience, Personal Lines License, Life Insurance License
Responsibilities
Qualifying and quoting prospects, selling memberships and personal lines insurance products, collecting premiums, binding coverage, entering policy data into insurance systems, responding to underwriting inquiries, following up with members and insureds, prospecting for new business, inspecting documentation, resolving membership and insurance problems, multi-tasking, identifying cross-selling opportunities
Seniority
Entry-level to Mid-level