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Insurance Sales Agent - Waterloo, IA Full-time Job

7 months ago Customer Services Waterloo   141 views
Job Details
Primary Duties and Responsibilities:
Provide support to the Field Sales environment by developing and servicing existing accounts, performing outbound prospecting and retention calls, processing applications, renewals and amendments and resolving customer problems. Provide price quotes on all insurance products which factor in all applicable rules (underwriting, business, etc.) and discounts in an effort to complete the sale. Respond to inquiries and explains product features and Auto Club Group service advantages to potential customers for the purpose of promoting and selling various membership and insurance products. Recognize and promote cross-sales opportunities within the context of servicing a change to an existing member’s policy and provide efficient processing of customer policies, endorsements, and status and coverage changes in accordance with state rules and corporate policies and procedures.
Provide support to Agents by assisting customers with questions and service related problems for existing accounts and performing outbound prospecting calls to members and non-members in order to provide sales leads. Provide advanced technical and product information in response to the customer’s questions and/or problems to ensure achievement of quality and customer service goals. Rewrite and reinstate insurance policies according to underwriting and business rules. Requote and initiate paper or point of sale transactions required to amend or add insurance coverage (change address, etc.). Contact members or insured regarding the renewal of delinquent memberships, late premium payments and to solicit reinstatements in the event of policy cancellations

How you will benefit:

  • Excellent and comprehensive benefits packages are just another reason to work for the Auto Club Group. Benefits include:
    • 401k Match
    • Medical
    • Dental
    • Vision
    • PTO
    • Paid Holidays
    • Tuition Reimbursement

Preferred Qualifications:
  • College level coursework, certification or equivalent (i.e., continuous learning)
  • Possession and maintenance of appropriate Health insurance sales license
  • PC software applications (Word, Excel, etc.)
  • Investigation and resolution of sales related problems
  • Outbound prospecting calls
Knowledge and Skills:
  • The Auto Club Group membership services and products
  • The Auto Club Group insurance product features
  • The Auto Club Group subsidiary products
  • Equity and group billing
  • Insurance computer software applications (PPS, POS, IMS, IPM)
Work Environment:
Work in a temperature-controlled office environment


Required Qualifications:
  • Possession and maintenance of appropriate State Property & Casualty and Life insurance sales license
  • Successful completion of Customer Service, Insurance and Membership training within 6 months of hire
Company Description
Effective 1/1/2020 Carolina Motor Club (CMC) and The Auto Club Group (ACG) have merged and combined operations.
The Auto Club Group (ACG) is one of more than 50 individual AAA clubs throughout the United States and Canada. ACG now represents over 13.5 million members and is one of the largest clubs in the national AAA association. Headquartered in Dearborn, MI, ACG employs over 9,500 people and covers a 13-state region consisting of Florida, Georgia, Iowa, Michigan, Nebraska, North Dakota, Tennessee, Wisconsin, North Carolina, South Carolina and portions of Illinois, Indiana, and Minnesota as well as the territory of Puerto Rico.