Insurance Coordinator at Mercer Advisors executing insurance coverage tasks and managing policies across product lines. Engaging with clients, brokers, and internal departments for policy management and client service.
About the role
- Field Life Agent at AAA selling Life, Health, and Annuity products with a focus on driving new business and client satisfaction.
Responsibilities
- Solicit and sell Life & Health insurance and Annuity products under minimal supervision primarily within ACG branch location.
- Thorough knowledge of various product features and marketing and sales techniques, achieve established sales goals.
- Develop leads and prospects for new accounts through various marketing activities (outbound/inbound phone calls, mailings, referrals, networking, website, seminars, etc.)
- Prepare proposals, and close sales of Life, Health, Annuity, Membership, and Financial Services products.
- Complete appropriate applications, forms and follow internal processing procedures to ensure transactions are handled in accordance with company policies and practices.
- Work collaboratively with others in the Branch to reach business goals, maximize leads, sales opportunities and take advantage of cross-sell opportunities.
- Assist Underwriting and Brokerage Departments in satisfying requirements.
- Respond to customer inquiries and problems and ensure sound sales practices are used.
- Prepare reports documenting prospecting and sales activities, maintain specified production standards and persistency levels for all required products.
Requirements
- Possession of valid State Life Sales licenses
- Ability to take and pass LUTC or CLU coursework
- Maintain Life and Health licenses required to sell products
- Possession of a valid State driver’s license
- Must qualify, obtain, and maintain all applicable state licenses and appointments required for selling and/or servicing Auto Club Group Membership products
- High School diploma or equivalent
- Minimum of 2 years' experience with a proven record of successfully soliciting and selling life insurance products
Benefits
- Medical, dental and vision benefits
- 401k Match
- Paid parental leave and adoption assistance
- Paid Time Off (PTO), company paid holidays, CEO days, and floating holidays
- Paid volunteer day annually
- Tuition assistance program, professional certification reimbursement program and other professional development opportunities
- AAA Membership
- Discounts, perks, and rewards and much more
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