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in Bozeman, MT

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Hours Full-time
Location Bozeman, MT 59772
Bozeman, Montana

About this job

We call our club's vision, mission, values, and supporting pillars "Our House" because they are the foundation for all that we do.  We're working to transform AAA for the next century with a mission to create Members for life by unleashing the innovative spirit of our Team Members.

We're one of the largest Membership organizations in the country, but we’re so much more than our legendary roadside service. We call our club's vision, mission, values, and supporting pillars "Our House" because they are the foundation for all that we do. We're working to transform AAA for the next century with a mission to create Members for life by unleashing the innovative spirit of our Team Members.
 

Why work for us?

  • Licensing Assistance – If unlicensed, AAA NCNU will reimburse the costs of licensure

  • Training – You’ll attend a thorough, comprehensive, two week training program

  • No Overhead Costs – W-2 structure with dedicated space in a AAA branch

  • Benefits – Medical, Dental, Vision, wellness program and more!

  • 401k Matching – $1 for $1 company match up to 6% of pay

  • Annual Incentive Plan – Eligibility to participate in AAA NCNU annual bonus plan

  • Paid Time Off – 17 days your first year + nine holidays annually + 24 hours per year designated for volunteer work

Essential Functions:

  • Uses sales techniques and strong product knowledge to identify customer-specific needs to generate new sales, retain existing insureds and grow our overall insurance book of business. Effectively overcomes objections to close the sale and/or retain the insured.

  • Works to meet or exceed targets as defined in the sales incentive plan and as assigned by the Insurance Agent’s manager.

  • Conduct insurance review for clients to identify a range of suitable products. Uses provided tools and applicable underwriting guidelines to assess risk, recommend appropriate products and related coverage, quote, bind and issue policies.

  • Establishes rapport with the insured that enhances the member’s affinity to the AAA brand and results in greater member satisfaction and loyalty.

  • Proactively solicits and markets to business and/or community events, performs outbound calling, works marketing lists, and cross-sells/up-sells new and existing customers.

  • Responds to customer inquiries and requests relating to insurance products and membership.

  • Researches and resolves complex customer service issues. Often assists the insured in initiating the first notice of loss on claims.

Knowledge/Skills/Abilities:

  • Strong sales skills with a history of effectively developing, tracking, following up on and closing leads.

  • Advanced consultative selling techniques utilizing thorough product knowledge.

  • Knowledge of desktop systems including but not limited to Microsoft Office software applications.

Experience & Licenses/Certifications:

  • HS Diploma or GED required

  • 3 to 5 years of relevant sales or insurance industry work experience required.

  • Possesses or has the ability to possess active and unrestricted state issued license(s) required to place property and casualty insurance.

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