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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in selling and servicing insurance products while effectively assessing customer needs and providing tailored solutions. Proficient in consultative selling, relationship building, and maintaining compliance with regulatory requirements.
Highest-signal resume keywords
Active State Property & Casualty Insurance Sales LicenseActive State Life and Health Insurance Sales LicenseConsultative Selling SkillsCRM Platform ProficiencyCustomer Discovery Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Insurance Product KnowledgeSales Opportunity ManagementLead TrackingPipeline ManagementRisk AssessmentPolicy QuotingNegotiation SkillsClosing SalesCustomer Needs AssessmentReferral Generation
Soft Skills
Excellent Verbal CommunicationExcellent Written CommunicationCustomer Satisfaction FocusRelationship BuildingProblem-Solving
Tools & Technologies
CRM PlatformsMicrosoft Office Applications
Certifications & Qualifications
Active State Property & Casualty Insurance Sales LicenseActive State Life and Health Insurance Sales LicenseHealth and Accident Licenses
Industry Keywords
Insurance ProductsMembership ServicesFinancial ProductsCustomer RetentionSales TargetsRegulatory ComplianceBusiness DevelopmentNetworkingReferral NetworksConsultative Selling
About the role
Key responsibilities & impact- Sell and provide ongoing service for ACG-branded and brokered insurance products, memberships, and financial products
- Uncover customer needs, generate new business, retain existing clients, and grow ACG’s insurance portfolio
- Overcome objections, negotiate effectively, close sales, and meet or exceed individual sales targets and incentive expectations
- Conduct comprehensive insurance reviews to assess risk and identify coverage gaps
- Recommend appropriate insurance solutions and quote, bind, and issue policies according to underwriting guidelines and regulatory requirements
- Build and maintain rapport with members and clients
- Respond to inquiries professionally and urgently while supporting customer satisfaction, loyalty, and trust in the AAA brand
- Participate in local branch and community events to prospect and expand referral networks
- Develop new business opportunities and identify cross-sell and referral opportunities into Travel and Financial Services
- Work in a temperature-controlled AAA branch location
- Work Monday–Friday, 8:30 a.m.–6:00 p.m., with possible rotating Saturdays from 9:00 a.m.–1:00 p.m.
Requirements
What you’ll need- Active State Property & Casualty Insurance Sales license
- Active State Life and Health Insurance Sales license, or ability to obtain within 90 days of hire
- Must qualify, obtain, and maintain all applicable state licenses and appointments required for selling and/or servicing Auto Club Group Membership products
- Obtain Health and Accident licenses and appointments where applicable within the timeframe established by the Business Unit
- High School diploma or equivalent
- 1+ year of customer-facing experience in a fast-paced computer-automated business environment
- Insurance experience helpful but not required
- Ability to develop, manage, and close sales opportunities
- Lead tracking, follow-up, pipeline management, and accountability for performance goals
- Consultative selling and customer discovery skills
- Product knowledge and ability to assess customer needs and coverage gaps
- Ability to generate opportunities through referrals, outbound activity, networking, and business development
- Excellent verbal and written communication skills
- Proficiency with CRM platforms and Microsoft Office applications
- Ability to work varied hours, including possible weekends
- Some travel to local events may be required
- Must consent to a background and drug screen if offered employment
Benefits
Comp & perks- Ramp-up earnings support during the first months
- $5,000 New Agent Ramp-up Incentive
- Supplemental pay for six months: $200/week during months 0–2, $150/week during months 3–4, and $100/week during months 5–6
- Elevated commission structure during the first 15 months
- New Hire On-Pace Bonus tied to milestones
- Medical plans with multiple coverage options, including HSA eligibility
- Prescription drug coverage
- Dental and vision benefits
- Employee Assistance Program
- Company-paid basic life insurance
- Optional supplemental life insurance and dependent coverage
- Short-term and long-term disability coverage
- Critical illness, accident, and pet insurance options
- 401(k) plan
- 50% company match on employee contributions up to 6% of pay
- Additional company contribution of 4% of pay each payday, 100% vested after three years
- Health Savings Account and Flexible Spending Account options
- Accrual-based Paid Time Off, eligible at 90 days of employment
- Up to 12 PTO days annually for full-time new employees
- 10 company-paid holidays annually for full-time employees
- 1 mental health day, 2 floating holidays, and 1 volunteer day for full-time employees
- Paid parental, bereavement, jury duty, and military leave
- Tuition assistance up to $5,250 annually, with 80% covered by ACG
- Professional certification support with 100% reimbursement for eligible programs
- Career development and advancement opportunities
- Complimentary AAA membership with roadside assistance and travel discounts
- Adoption assistance program
- Training, tools, and support to help employees succeed
