The posting
Insurance Business Manager Trainee
Job Summary This is a training position responsible for learning the job of Insurance Business Manager, in order to achieve performance objectives as indicated in the Club's Insurance Performance Scorecard. Performance objectives include meeting district sales and member service objectives, ensuring insurance operation profitability, maintaining efficiency and compliance with Club standards through the development of an effective, high performing team. The position ensures understanding and compliance with standardized sales techniques and conducts associate training. Individuals must be exceptional leaders who can motivate and develop sales and insurance service personnel. Reporting to the Regional Manager, the Insurance Business Manager Trainee is accountable for achieving both quantitative and qualitative requirements by managing sales and service activities of assigned team.
Job Duties
- Plan and direct all tasks related to attainment of sales goals. Monitor and improve the overall accuracy of new policies sold to protect and enhance the quality of the in-force policies.
- Proficient in mentoring Insurance Business Mangers in Aslan HPC (High-Performance Coaching).
- Plan and direct all related sales and service tasks to increase the Club’s acquisition and retention of net policyholder count. Ensure the “Successful Sales Calls” selling approach is adopted by the sales team and that the Club’s sales process is followed at all times. Maintain prescribed systems and programs for monitoring and controlling individual and team sales and service performance.
- Ensure the insurance operation complies with established member service standards. Ensure the assigned location maintains a high visual appearance standard and that display areas and all other business development areas are in compliance with marketing guidelines.
- Maximize productivity and member service in assigned location, ensuring that resources are effectively deployed. Analyze Member Satisfaction Index results; identify and address specific areas for improvement. Maintain ongoing dialog with member service employees and management, as well as support and direct activities to enhance inter-departmental relationships.
- Maintain staffing levels and contribute to effective recruitment processes in support of the Regional Sales Resource Center or Direct Sales unit recruitment needs. Train personnel on all new programs and changes that directly impact sales, member service, policy issuance and profitability objectives. Identify career path opportunities for all personnel, and provide guidance and mentoring to develop skills necessary for advancement.
- Communicate relevant and accurate information to the sales team via weekly team meetings, one-on-ones and training sessions. Provide relevant feedback in a timely manner to other sales teams and departments. Assume an active role in inter-departmental team meetings and other workshops. Compile reports and supply information to the Regional Manager or DSU Group Manager as required.
- Work provides an excellent opportunity for entrepreneurial creativity in managing the Field Sales insurance operation while maintaining and adhering to corporate initiatives and procedures. Occasionally, matters are reviewed with the Regional Manager and/or Sales Development Manager for guidance.
Qualifications
- Bachelors Equivalent combination of education and experience Preferred
- 4-6 years Insurance sales Required
- 1-3 years Management/Supervisory Preferred
- Advanced oral and written communication skills required.
- Advanced knowledge of the SSC selling approach.
- Advanced knowledge of Microsoft Office software including, Word, Access, Excel, and PowerPoint required.
- Advanced leadership/managerial skills required.
- Prior training/recruiting and coaching/counseling experience.
- Previously demonstrated advanced level of competitive and persistent nature required.
- Advanced organization skill required.
- Demonstrated ability to prioritize tasks and assignments.
- Valid Driver's License, acceptable Department of Motor Vehicles record and minimum liability insurance - Issued by State Required
- Property and Casualty Insurance License, valid in selling state - Issued by State Required
- Associate in General Insurance - Insurance Institute of America Required
- Aslan High Performance Sales Coaching and Performance - ASLAN Required
Travel Requirements
- Occasional travel to off-site business meetings or conferences. (5% proficiency)
Remarkable benefits:
• Health coverage for medical, dental, vision
• 401(K) saving plans with company match AND Pension
• Tuition assistance
• Floating holidays and PTO for community volunteer programs
• Paid parental leave
• Wellness programs
• Employee discounts (membership, insurance,
travel, entertainment, services and more!)
Auto Club Enterprises is the largest club within the national AAA federation. We have nearly 17,000 employees in 24 states helping more than 18 million members. The strength of our organization is our employees. Bringing together and supporting different cultures, backgrounds, personalities, and strengths creates a team capable of delivering legendary, lifetime service to our members. When we embrace our diversity – we win. All of Us! With our national brand recognition, long-standing reputation since 1900, and constantly growing membership, we are seeking career-minded, service-driven professionals to join our team.
"Through dedicated employees we proudly deliver legendary service and beneficial products that provide members peace of mind and value.”
AAA is an Equal Opportunity Employer
Our organization participates in E-Verify
