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Form of workABOUT AAA HOOSIER MOTOR CLUB:
Since 1902, AAA Hoosier Motor Club, headquartered in Indianapolis, provides membership benefits including emergency roadside assistance, retail discounts and a variety of products and services for its 400,000 members across Indiana. It also operates a full-service travel agency and an insurance agency which markets and sells auto, home and life insurance. Hoosier Motor Club has 300 employees and operates 13 retail branch offices including seven in metro Indianapolis as well as Bloomington, Clarksville, Kokomo, Lafayette, Muncie, and Terre Haute. And it is an affiliate of the American Automobile Association (AAA), the largest motoring and leisure travel organization in North America with more than 60 million members.
PURPOSE OF POSITION:
Works to develop insurance sales opportunities. Coordinates receipt and processing of requests for quotes on all Club insurance products via member requests and outbound calling. Increase personal level of a profitable book of business as measured by established loss ratio targets by prospecting and selling Hoosier Motor Club Insurance Agency (HMCIA) property and casualty products and services so that the Agency and Club will meet and exceed profitability goals.
MAJOR AREAS OF RESPONSIBILITIES:
- Receives requests via call ins or contacting existing club members for quotes on Club insurance products; responds quickly to member request via email or telephone contact.
- Prospect for, develop and sell new insurance policies, working independently to meet sales production goals established by management.
- Learn product features, computer systems and programs, marketing, and sales techniques necessary to perform duties.
- Adhere to HMCIA and insurance company guidelines and procedures.
- Service existing insureds as necessary due to sales activity, and continually promote and use the HMCIA Customer Service Unit.
- Identify and participate in community networking opportunities to increase insurance leads and sales.
- Maintains prospect files on the EPIC Management System ensuring complete information availability.
- Develop and sell new life insurance and commercial insurance policies to meet sales production goals established by management.
- Conduct annual review of existing policies as assigned to update information and cross-sell additional insurance products the agency offers.
- Performs additional tasks as assigned by manager.
Education and/or Experience Requirements:
Education: Bachelor's Degree preferred or industry knowledge or combination of education and industry knowledge.
Experience: One years related insurance sales experience or sales experience
Computer Skills: Microsoft Office, Insurance Specific Software
Certificates & Licenses:
Property and Casualty License
Other certifications as necessary per agency portfolio
Valid Driver’s License
Skill Requirements:
- Accountability - Ability to accept responsibility and account for his/her actions.
- Accuracy - Ability to perform work accurately and thoroughly.
- Active Listening - Ability to actively attend to, convey, and understand the comments and questions of others.
- Communication, Oral - Ability to communicate effectively with others using the spoken word.
- Communication, Written - Ability to communicate in writing clearly and concisely.
- Customer Oriented - Ability to take care of the customers’ needs while following company procedures.
- Decision Making - Ability to make critical decisions while following company procedures.
- Relationship Building - Ability to effectively build relationships with customers and co-workers.
- Sales Ability - Ability to use appropriate interpersonal styles and communication methods to gain acceptance of a product, service, or idea.
- Detail Oriented - Ability to pay attention to the minute details of a project or task.
- Goal Oriented - Ability to focus on a goal and obtain a pre-determined result.
- Planning/Organizing - Ability to prioritize and plan work activities. Ability to use time efficiently and develop realistic action plans.
- Self-Confident - The trait of being comfortable in making decisions for oneself.
- Self-Motivated - Ability to be internally inspired to perform a task to the best of one’s ability using his or her own drive or initiative.
- Ethical - Ability to demonstrate conduct conforming to a set of values and accepted standards.
- Working Under Pressure - Ability to complete assigned tasks under stressful situations.
Supervisory Responsibilities:This position has no direct supervisory responsibilities.
Physical Effort:
- Typically sitting at a desk or table
- Intermittently sitting, standing, and stopping
- Occasional lifting of up to 25 lbs.
