Sales Assistant

This position primarily supports our Online Bind Sales Unit Management in achieving the service, revenue, and productivity goals of the unit.

This position will provide administrative, service, and sales support to Online Bind Management to ensure new business policies are complete and accurate.

The position will also be responsible for verifying compliance with internal rules and guidelines. In addition, the position serves as the technical resource in the team.

Responsibilities Include :

Obtain required policy paperwork and verify various insurance policies. Verify and enter policy data accurately into insurance systems and respond to all underwriting inquiries.

Check compliance with established policy and organization guidelines through review of policy information, applications, systems, phone calls, or additional methods.

Coordinate closely with management to ensure that these are adhered to.

Coordinate closely with the agents to address new business rating and information errors and ensure that corrections are made prior to completing the policy in the system.

Maintain up to date, working knowledge of all insurance policy provisions, rating factors, rules, and insurance systems.

Identify cross-sell insurance and membership opportunities based on insured’s product needs and service request.

Perform all other duties and responsibilities as assigned or required.

Adhere to attendance standards and follow assigned schedule.

Qualifications :

1 -3 years in customer service and / or quality assurance preferred.

Ability to qualify and maintain Property & Casualty / Personal lines license.

Moderate knowledge of Microsoft Office software, including Word and Excel.

Moderate proficiency in data entry required.

Training in Texas Auto, Home, Umbrella and Watercraft products preferred.

Knowledge of HUON, MACS, and PORTAL systems preferred.

High School Diploma required; College Degree preferred.

Successful completion of a background check and drug screen.

Training :

We provide comprehensive and employee centric training that will prepare you to obtain an insurance (P&C) license and prepare you for success.

Remarkable benefits :

• Health coverage for medical, dental, vision
• 401(K) saving plan with company match AND Pension
• Tuition assistance
• PTO for community volunteer programs
• Wellness program
• Employee discounts (membership, insurance, travel, entertainment, services and more!)

Auto Club Enterprises is the largest federation of AAA clubs in the nation. We have 14,000 employees in 21 states helping 17 million members.

The strength of our organization is our employees. Bringing together and supporting different cultures, backgrounds, personalities, and strengths creates a team capable of delivering legendary, lifetime service to our members.

When we embrace our diversity we win. All of Us! With our national brand recognition, long-standing reputation since 1902, and constantly growing membership, we are seeking career-minded, service-driven professionals to join our team.

Through dedicated employees we proudly deliver legendary service and beneficial products that provide members peace of mind and value.

AAA is an Equal Opportunity Employer

Last updated : 2024-06-06