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AAA Northeast Insurance Agent in Waltham, Massachusetts

Overview

Sells all Insurance products, meeting sales and quality goals; follows prescribed department policies and procedures to ensure accurate processing of payments and client information; provides Five Diamond Service delivery during all sales and service transactions.

Responsibilities

Sells all Insurance products and services, meeting or exceeding sales goals; compiles coverage and rating information; confirms insurers underwriting criteria, coverage and premium data and furnishes the client with the best coverage and premium proposals; may photograph homes of prospective homeowner insurance clients. (20%)Develops complete familiarity with Insurance Company & Agency tolerance for exposure; works with Quality Assurance and Underwriting department to assess non-standard coverage limitations and binding restrictions, minimizing errors and omissions exposures; assists with the resolution of issues as necessary. Thorough knowledge of general insurance practices, including knowledge of the scope of an agent's authority. (20%)Provides Five Diamond Service to assist clients with answering questions or resolving problems; contacts Insurance company service staff for assistance when required. (20%)Builds professional relationships with clients, Insurance Company representatives, dealerships, real estate agents, etc., to ensure success of AAA Insurance and to broaden community knowledge of AAA Insurance products and services; works with fellow Club Insurance professionals to engender a teamwork atmosphere. (20%)Demonstrates initiative to develop leads and prospects, responding to referrals in a time effective manner; participates in sales programs designed to develop insurance prospects; maintains prospect files on CRM. (10%)Follows department policies and procedures for the receipt and processing of all new and renewal insurance payments; ensures Insurance clients understand the applications, payment, cancellation and endorsement policies and procedures; works with Accounting to resolve issues as necessary. (10%)

Qualifications

Education/Licenses/Certifications:High School diploma or GEDAssociates degree preferredValid P&C License requiredMust acquire Life, Accident & Health (LA&H) license within 2 yearsService Tier Insurance designation (ARC, CISR, ACSR) preferredExperience:1-2 year required Insurance Experience2 years Sales ExperienceSkills & AbilitiesCommunication skills, with focus on relationship building and customer serviceAbility to function as a team memberAbility to adapt to changing priorities and conditionsAbility to perform tasks with great accuracy and attention to detailAbility to multi-task in a fast-paced environment requiredAbility to operate a computer with relevant software applicationsAnalytical skills to assess a situation, make decisions and apply Insurance Agency policies and procedures

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Job LocationsUS-MA-Waltham

ID 2022-5885

Category Insurance

Type Full Time Employee

Employment Type Regular Employee - (REG)

Work Schedule Monday-Friday 9:00am-5:00pm

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