What are the responsibilities and job description for the Internal Life Insurance Agent position at AAA Northeast?
Job Details
Description
Are you interested in joining a team that is continuously innovating to create the best experiences for members? Would you like to work for a company that has been rated a top employer and best place to work across the Northeast year over year? Do you want to be part of a company that is committed to giving back to the community?
At AAA Northeast, as we continue to grow, our mission remains the same: helping and serving is a way of life. It’s why we’ve earned the trust of millions, and why AAA Northeast has remained a resilient and reliable brand for over a century.
Promotes and sells Life Insurance products in a call center environment. Works with prospective clients/members to determine insurance needs, perform underwriting analysis on prospects, follow policies and procedures to ensure accurate processing of all sales, achieve minimum required sales goals; and provides Five Diamond Service delivery during all communications.
What you will do:
- Responsible for inbound and outbound phone sales of insurance products including but not limited to Term Life, Whole Life, and Guarantee Issue Whole Life
- Timely follow up on all sales leads received from a variety of sources including internet, direct mail, advertising, and customer service
- Accurately implement the entire sales process i.e.: gathering all pertinent information to assess client’s needs, making appropriate product recommendations, providing accurate initial quotes, completing applications, ordering physical exams and delivering all vital requirements to follow through to issued status
- Meet monthly/quarterly sales goals and consistently meet established individual call activity, call time, and production targets
- Document all conversations with clients accurately and in a timely manner
- Work with management to develop a business plan for building and capturing group life sales; maintain prospect files on the Agency Management System and vendor software, as well as their own files until a policy is issued
- Build strong and credible relationships, while delivering Five Diamond service during all conversations and transactions
- Develop familiarity with Insurance Agency policies and procedures; ensure members understand the application, payment, cancellation and endorsement policies and procedures
- Work with Accounting to resolve issues as necessary
- Work with New Business, Underwriting, and New Business Coordinator to resolve issues as needed
- Stay up-to-date on industry trends, product knowledge, and competitive landscape
Qualifications
Education
High School Diploma Required
Experience
Sales Experience Required and Insurance Experience Preferred
Licenses and Certifications
Life License Upon Hire Required
AAA Northeast is proud of our diverse culture, fostered by the many talents, skills, passions, and expertise of our employees. We are an equal opportunity employer. We do not discriminate in recruiting, hiring, or promotion based on race, color, creed or religion, national origin, sex, age, sexual orientation, veteran’s status, gender identity or expression, disability, genetic information, marital status, pregnancy, or membership in any other protected class. We thrive when our team members bring their whole selves to work.
