Area Sales Agent

Job description

Overview

The Area Sales Agent is responsible for successfully executing the sales process and regularly engages sales building activities that drive the overall revenue of the Agency. This role will require Area Sales Agent to take phone calls (up to 60-70 a day) and resolving all inquiries that come in while working in a dedicated area of a local store. The role may also require the ASA to work in another sales location within the supported territory. They will be trained on how to process quality customer applications, endorsements, payments, and related customer inquiries. The ASA may also participate in marketing activities outside of the location in support of local efforts to bring the Acceptance brand to the community. The ASA will be expected to transfer to an open RSA role upon successful completion of the training program.

Responsibilities

• Assess the customer needs and advise clients on insurance coverage and personal protection options following Acceptance's G.U.E.S.T. standards

• Provide quality quotations, pricing, and required information to new prospects and completes the sales process for each customer per company policy and procedure

• Maintain strong knowledge of all products, pricing, and policy features available for sale

• Complete and maintain training for all products offered by Acceptance (i.e. auto, roadside, hospital indemnity, motorcycle, commercial and home/renters, etc.) and other insurance companies for which they are appointed,

• Prepare quotations on customer change requests to their current policies

• Receive and respond to all customer inquiries and complaints. Request any missing or required information from customers and follow up for that information

• Maintain knowledge of industry competitors and provide critical market feedback to leadership regarding local competition and service needs

• Conduct daily customer payment reminder calls

• Follow-up routinely with customers on all open or unresolved issues including calling lapsed policy and policy renewal customers

• Answer the telephone in a prompt, professional and courteous manner

• Take / receive customer payments in office and over the phone

• Report any and all conditions affecting customer satisfaction

• Maintain appropriate records including, but not limited to; all time worked, reporting of sales activities, other reporting as required

• Scan and send required documents daily

• Mastery in all areas of an Agent

• Fill in at other locations while Agents are on PTO or open positions

Job Requirements

• Excellent customer service and interpersonal skills needed for working with our customers

• Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures, or government regulations. Ability to write reports and business correspondence. Ability to effectively present information and respond to questions

• Ability to solve practical problems and deal with situations where limited standardization exists

• Ability to add, subtract, multiply and divide. Ability to compute basic percentages

• Ability to carry out detailed, but uninvolved, written or oral instructions

• Skill and ability to use and operate a keyboard, computer, fax machine, scanner and copier.

• Must have a valid driver's license

• Must be able to provide proof of automobile insurance

• Must be able to secure a Personal and Casualty Lines insurance license within 60 days of hire date (Bonus offered for P&C licensed individuals as well as bilingual (English/Spanish) individuals

Education

• High School Diploma or equivalent

Experience Level

• 1-2 years related experience and/or training. Knowledge of Microsoft Word, Microsoft Excel and AS-400/Mocha is preferred.

Experience Level

• Six months or more of prior experience in a sales related field, required

Language Skills

• Ability to fluently speak, read and write English. Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures or government regulations. Ability to write reports and business correspondence. Ability to effectively present information and respond to questions.

PHYSICAL DEMANDS:

The physical demands described here are representative of those that must be met by a team member to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the team member is regularly required to do manual tasks which may include the use of hands to finger and handle controls. Tasks may also require the ability to talk or hear. The team member will frequently sit, bend, and reach with hands and arms and is occasionally required to stand and walk. The team member must frequently lift and/or move up to 10 pounds.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

This job description in no way states or implies that these are the only duties to be performed by the team member(s) incumbent in this position. Team member(s) will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments.

As a Team Member at Acceptance Insurance, you will be part of a growing organization that continues to evolve and positively impacts the lives of our team members and customers.

We are looking for team members that engage - who take responsibility for themselves and take care of their customers and colleagues. Ideal candidates can compose themselves under pressure, have a "make It right" mindset, and focus their energies on solving problems. This means you'll be supported by a team with all these qualities, too. If this sounds like the kind of team you'd like to join, we want to hear from you! ​

Acceptance Insurance offers a full line of benefits including: Health Insurance, Dental, Vision, Paid Vacation, Disability Insurance and Employer Matching 401(k) Program.

WE ARE AN EQUAL OPPORTUNITY EMPLOYER. Applicants are considered for position and are evaluated without regard to mental or physical disability, race, religion, sexual orientation, color, gender, national origin, age, marital status, military or veteran status or any other protected local, state or federal status unrelated to the performance of the work involved.