Insurance Counselor

Details: Schedule Required:   Monday- Friday 9:00-5:30; alternating Saturday 9:00-3:00. 40 hour work week. Special Info:   PurposeEnhance Member Value through the sales and service of insurance products. Generate revenue for the Agency to reduce the Club’s dependency on dues income. Properly place new business insurance policies to support Agency objectives, optimize profitability with MAIG and maintain long-term relationships with Agency Carriers. Flexibility: Decides how to do something based on the situation While achieving the same end result, changes how to accomplish the goal based on the situation Initiative*: Maintains clear communication with customer regarding mutual expectations. Monitors client satisfaction Distributes helpful information to clients Gives friendly, cheerful service Takes responsibility for correcting customer service issues Volunteers personal assistance Information Seeking: Asks a series of probing questions to get at the root of a situation or potential opportunity Calls on others who are not involved to get their perspective, experience, etc. Makes a systematic effort over a period of time to obtain needed data or feedback May look to others to do information gathering for him/her Problem Solving*: Thinks in 'if/then' terms in trying to understand customer issues Prioritizes customer issues based on urgency/sensitivity of topic Draws on past experience to resolve customer issues Teamwork: Expresses positive attitudes and expectations of others Speaks of team members in positive terms Solicits others' input and expertise Developing Others: Gives detailed instructions and/or on-the-job demonstrations and training Gives practical support or assistance to make job easier for the other individual, i.e. provides additional resources, tools, information, expert advice Gives feedback for developmental purposes *Denotes competencies of highest priority Duties/Responsibilities/Scope Solicit business, qualify applicants, counsel customers concerning coverage and/or policy changes, quote insurance rates, and accurately complete new insurance applications. Place customers in appropriate market using company and Agency prescribed guidelines. Successfully navigate required computer applications (MPS, CRM, carrier application, Intranet, contact management system. Recognize and maintain fiduciary responsibility to collect down payments and premiums and to protect customers’ confidentiality and privacy in accordance with Club and regulatory requirements. Execute and facilitate Insured’s service requests, while anticipating account rounding and cross-selling opportunities. Complete training and continued education and professional development programs, as required. As approved by management, represent AAA Mid-Atlantic Insurance Agency in public forums to enhance networking and sales opportunities. Support the sales and service of all Club products and benefits. Complete related tasks and duties as directed by Agency Management (and Retail Office Managers as appropriate). At a minimum, devote 50% (fifty percent) of efforts to new business sales and/or retention of existing Agency business, based upon priority of responsibilities as assigned by management.

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