Insurance Sales Agent
Company: Acceptance Insurance
Posted on: November 23, 2021
The Insurance Sales Agent is responsible for successfully
executing the sales process and regularly engages sales building
activities that drive the overall revenue of the Agency. This
position shares the responsibility with the Managing Agent for the
sale of insurance products and handling customer contacts received
either by telephone, email, mail, fax or face-to-face in the retail
location. The team member will process quality customer
applications, endorsements, payments, and related customer
inquiries. The team member will also perform marketing activity
outside the office to increase sales.
Assess the customer needs and advise clients on insurance coverage
and personal protection options following Acceptance's G.U.E.S.T.
Provide quality quotations, pricing, and required information to
new prospects and completes the sales process for each customer per
company policy and procedure.
Maintain strong knowledge of all products, pricing, and policy
features available for sale.
Complete and maintain training for all products offered by
Acceptance (i.e. auto, roadside, hospital indemnity, motorcycle,
commercial and home/renters, etc.) and other insurance companies
for which they are appointed,
Develop and maintain relationships with business partners around
the community and perform outside marketing activities to drive new
Prepare quotations on customer change requests to their current
Receive and respond to all customer inquiries and complaints.
Request any missing or required information from customers and
follow up for that information.
Maintain knowledge of industry competitors and provide critical
market feedback to leadership regarding local competition and
Conduct daily customer payment reminder calls.
Follow-up routinely with customers on all open or unresolved issues
including calling lapsed policy and policy renewal customers.
Answer the telephone in a prompt, professional and courteous
Take / receive customer payments in office and over the phone.
Report any and all conditions affecting customer satisfaction.
Maintain appropriate records including, but not limited to; all
time worked, reporting of sales activities, other reporting as
Scan and send required documents daily.
Assist in the daily cleaning/maintenance of the location according
to Acceptance standards of operation.
Performs other duties as assigned by management.
Six months or more of prior experience in a sales related field,
High School diploma or GED required
Four-year college degree preferred
Must have a valid driver's license
Must be able to provide proof of automobile insurance
P&C and/or Life license required
Knowledge, Skills & Abilities:
Above average communication skills in order to represent the
company in a professional manner and communicate effectively with
Preferences towards taking charge of a situation, takes initiative,
are persuasive and can influence a positive outcome.
Are confident of their own abilities.
Proven ability to manage personal emotions and avoid negative
responses to frustrations and annoyances.
Ability to effectively present information and respond to
Ability to solve practical problems and deal with situations where
limited standardization exists.
Skill and ability to use and operate a keyboard, computer, fax
machine, scanner and copier.
Knowledge of Microsoft Word and Microsoft Excel is preferred.
An insurance license is required to work in this position.
Acceptance Insurance pays 100% of the cost to obtain your license
upon joining the company. The successful candidate must possess the
ability to obtain and retain a Property & Casualty insurance
As a Team Member at Acceptance Insurance, you will be part of a
growing organization that continues to evolve and positively
impacts the lives of our team members and customers.
We are looking for team members that engage - who take
responsibility for themselves and take care of their customers and
colleagues. Ideal candidates can compose themselves under pressure,
have a "make It right" mindset, and focus their energies on solving
problems. This means you'll be supported by a team with all these
qualities, too. If this sounds like the kind of team you'd like to
join, we want to hear from you!
Acceptance Insurance offers a full line of benefits including:
Health Insurance, Dental, Vision, Paid Vacation, Disability
Insurance and Employer Matching 401(k) Program.
WE ARE AN EQUAL OPPORTUNITY EMPLOYER. Applicants are considered for
position and are evaluated without regard to mental or physical
disability, race, religion, sexual orientation, color, gender,
national origin, age, marital status, military or veteran status or
any other protected local, state or federal status unrelated to the
performance of the work involved.
Keywords: Acceptance Insurance, Mobile , Insurance Sales Agent, Sales , Milton, Alabama
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