Branch Manager - Insurance manages the daily activities of the branch office, with duties such as insurance claim processing (home, auto, life, mortgage, etc.), marketing, auditing, loss prevention, and underwriting. Hires, trains, and monitors the performance of new insurance agents. Being a Branch Manager - Insurance provides updates to the regional manager regarding operating results, insurance trends, and competitor methods. May provide guidance on more complex issues. Additionally, Branch Manager - Insurance develops new business through selling and marketing activities. Requires a bachelor's degree. Typically reports to the regional manager. The Branch Manager - Insurance typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. To be a Branch Manager - Insurance typically requires 3+ years of managerial experience. (Copyright 2024 Salary.com)
Branch Insurance Sales Agent
JOB DESCRIPTION
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?
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At AAA, our Team Members strive to deliver amazing service and help our Members outsmart life’s roadblocks. We believe everything you do outside of work adds to who you are at work. 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.
Summary:
Sales Agents serve our Members by selling Property & Casualty and Roadside Assistance insurance that meets the Member’s needs.
*This is an onsite position at our Sparks Branch.*
Essential Functions
Uses sales techniques and product knowledge to identify customer-specific needs to generate new sales, retain existing insured’s 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 Associate’s manager.
Conducts an 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.
Consistently provides all Members with a sales and service experience 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 customer service issues. Often assists the insured in initiating the first notice of loss on claims.
Education & Experience/Licenses & Certifications
High school diploma or GED required. Bachelor's degree in a relevant field preferred.
2 to 4 years of sales experience preferred.
Currently possesses, or has the ability to acquire unrestricted state issued license(s) required to place property and casualty insurance within twenty-one (21) calendar days of start date. Depending on start date, active property and casualty license(s) may be required.
Bilingual Spanish a plus
Work Environment/Physical Requirements
Works in an office environment sitting at a desk, table or computer workstation for extended periods of time. May travel by car, plane or other form of transportation to attend business meetings or conferences. Approximately 50-80 percent of the time spent on the job involves the use of a personal computer.
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