Insurance

• Provide comprehensive consultative insurance guidance and grow local delivery of insurance services within the assigned area
• Act as an experienced auto, home, life, and annuity insurance agent in the designated territory
• Engage personnel across all business lines and establish effective referral processes
• Deliver life/personal lines insurance and annuity contracts as a member-facing Insurance Specialist within SECU locations
• Provide light territorial support and guidance to newer Insurance Specialists
• Use SECU technology, marketing campaigns, lead platforms, and member branch visits to meet insurance productivity benchmarks
• Coordinate with other specialists on complex scenarios and holistic member needs
• Assess member needs and deliver insurance solutions according to established systems, processes, and carrier requirements
• Advise on insurance best practices and share feedback with leadership
• Build referral networks across all business lines

Insurance Specialist

• 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, grow ACG’s insurance portfolio, overcome objections, negotiate, close sales, and meet or exceed sales targets
• 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
• Engage 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, 9:00 a.m.–1:00 p.m.

Insurance Sales Agent – Greenville NC

• 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, assess risk, identify coverage gaps, recommend solutions, and quote, bind, and issue policies
• Follow underwriting guidelines and regulatory requirements
• Build and maintain rapport with members and clients
• Respond to inquiries with professionalism and urgency
• Support customer satisfaction, loyalty, and trust in the AAA brand
• Prospect through local branch and community events
• Expand referral networks and develop new business opportunities
• 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, 9:00 a.m.–1:00 p.m.

Insurance Sales Agent

• Educate consumers on Affordable Care Act (ACA) Marketplace health insurance options
• Assess individual and family coverage needs and help consumers understand available plan options
• Explain premiums, deductibles, copays, provider networks, prescription coverage, and other important plan features
• Guide consumers through the ACA Marketplace application and enrollment process
• Provide professional, consultative customer service throughout each consumer interaction
• Maintain accurate customer information, application details, and enrollment documentation within company systems
• Follow up with prospective and enrolled consumers as required
• Meet established sales, conversion, quality, productivity, attendance, and customer experience expectations
• Maintain compliance with applicable CMS, Marketplace, carrier, licensing, and company requirements
• Maintain all required insurance licenses, certifications, carrier appointments, and Marketplace credentials
• Participate in ongoing training, coaching, performance development, and team meetings
• Effectively navigate multiple computer systems and applications while assisting customers
• Perform additional duties as assigned

Licensed ACA Health Insurance Agent

• Enter new DZ/LZ/AZ/FARP surveys into Talon Point, accurately capturing required data fields, measurements, imagery, and assessments
• Review existing surveys for accuracy, completeness, and safety-of-flight impacts
• Identify discrepancies, outdated information, and potential hazards; coordinate corrections with survey teams and mission planners
• Enforce survey formatting, naming conventions, and quality assurance guidelines
• Provide technical expertise on creating, submitting, and interpreting Talon Point survey products
• Liaise with field units to gather updated ground truth information, imagery, and validated survey data
• Ensure surveys meet service or command-level requirements and mission-planning compatibility
• Manage the Talon Point database, archive outdated surveys, and maintain usability for mission planners and crews
• Contribute to training, documentation updates, and survey-entry and review best practices
• Troubleshoot system issues, user errors, and data anomalies with program support teams
• Support Air Force Special Operations Command and collaborate with aircrew, Special Tactics teams, mission planners, and program managers

Talon Point SME – Mission Assurance 3

• Develop new sales opportunities
• Manage existing client relationships
• Provide risk management solutions tailored to clients of all sizes
• Build and generate a strong pipeline of potential clients through proactive prospecting, networking, and marketing efforts
• Present customized insurance solutions, including homeowners, auto, umbrella, earthquake, and personal articles floaters
• Establish and maintain long-term relationships with new and existing clients
• Act as a trusted advisor for clients’ personal and family insurance needs
• Keep clients informed on market trends, emerging risks, and regulatory changes affecting their insurance needs
• Prepare and submit regular progress reports on sales performance and account activities
• Work with a dedicated service team to foster continued relationships with new clients

Licensed Insurance Sales Representative

• Develop new sales opportunities
• Manage existing client relationships
• Provide risk management solutions tailored to clients of all sizes
• Build and generate a strong pipeline through proactive prospecting, networking, and marketing efforts
• Present customized insurance solutions, including homeowners, auto, umbrella, earthquake, and personal articles floaters
• Establish and maintain long-term relationships with new and existing clients
• Act as a trusted advisor for clients' personal and family insurance needs
• Keep clients informed on market trends, emerging risks, and regulatory changes
• Prepare and submit regular progress reports on sales performance and account activities
• Work as part of a successful sales team supported by a dedicated service team

Licensed Insurance Sales Agent

• Produce new commercial lines insurance business
• Meet established sales quotas on a monthly, quarterly, and annual basis
• Utilize Trucordia sales and marketing tools for cold calls, in-person appointments, and prospect presentations to close new business
• Act as a subject matter expert in a chosen area of focus
• Continually manage a book of business to support high renewal rates
• Collaborate with Client Service to analyze renewal business and place new business accounts
• Follow Trucordia sales methodologies and best practices, including proper use of Trucordia tools and sales management platform
• Build pipeline on Salesforce

Insurance Sales Advisor

• Develop new sales opportunities
• Manage existing client relationships
• Provide risk management solutions tailored to clients of all sizes
• Build and generate a strong pipeline of potential clients through proactive prospecting, networking, and marketing efforts
• Present customized insurance solutions including homeowners, auto, umbrella, earthquake, and personal articles floaters
• Establish and maintain long-term relationships with new and existing clients
• Act as a trusted advisor for clients’ personal and family insurance needs
• Keep clients informed on market trends, emerging risks, and regulatory changes affecting their insurance needs
• Prepare and submit regular progress reports on sales performance and account activities
• Work as part of a successful sales team supported by a dedicated service team

Licensed Insurance Sales Specialist

• Develop new sales opportunities
• Manage existing client relationships
• Provide risk management solutions tailored to clients of all sizes
• Build and generate a strong pipeline through proactive prospecting, networking, and marketing efforts
• Present customized insurance solutions, including homeowners, auto, umbrella, earthquake, and personal articles floaters
• Establish and maintain long-term relationships with new and existing clients
• Act as a trusted advisor for clients’ personal and family insurance needs
• Keep clients informed about market trends, emerging risks, and regulatory changes
• Prepare and submit regular progress reports on sales performance and account activities
• Work as part of a successful sales team supported by a dedicated service team