AAA-The Auto Club Group
Remote - IA Development Specialist - FL
AAA-The Auto Club Group, West Meadows, Florida, United States
Remote - IA Development Specialist - FL (Remote)
Join AAA-The Auto Club Group in FL as a Remote IA Development Specialist. Job Details
Job Type: Full time. Exempt/Non Exempt: Salary. Primary Duties and Responsibilities
Serve as a business consultant and partner by providing tactical and strategic support to Independent Agents (IA) in the assigned geography. Operate as a subject matter expert on all components of the Connected Member Vision and product/sales knowledge. Assist assigned IAs in the development and implementation of agency business goals. Own and be accountable for agency success/retention and agent productivity and growth goals. Support the acquisition of profitable new business, influence and motivate agents, and drive growth through business insight and recommendations. Ensure agent and business retention, compliance, and reporting, building trust and strong relationships with assigned IAs and internal and external business partners. Source and refer local IA candidates to centralized recruiting; participate in interview and selection processes. Successfully complete installation and onboarding processes for new agencies and assist new agencies with critical business development activities post-launch. Collaborate with centralized training and IA support teams to ensure agents are trained and aware of all operations, systems and marketing processes. Participate in training assessment and develop and disburse product/marketing/service information. Evaluate effectiveness of training programs and provide additional training/consulting as necessary. Communicate potential sales incentive programs, compensation outcomes, and contractual bonus opportunities. Monitor agency business activities and prepare reports to summarize data. Conduct site visits, cash flow analysis and needs assessments/diagnostics to track progress and identify issues and opportunities for improvement. Research and analyze sales markets; create cultivation plans and address issues with IA. Advise leadership on agent progress and report on non-compliant activity; recommend/provide probationary processes or termination recommendations. Complete accurate written call notes for all calls completed. Support product and membership promotional campaigns to meet sales goals; initiate, develop, execute and monitor projects. Provide updates to management and collaborate with peers for uniform, efficient processes across the corporate footprint. Supervisory Responsibilities
None Required Qualifications
Education
High School Diploma or equivalent. Possession of a valid State Driver’s License. Currently hold or able to attain and maintain appropriate State Property & Casualty licenses within the timeframe designated by ACG leadership. May be required to attain appropriate State Life Sales licenses within the timeframe designated by ACG leadership. Experience
Two years of experience in insurance sales leadership and/or agent development to include coaching, mentoring, challenging and enabling others to successfully meet goals. Experience including: Motivating growth or rehabilitation of existing agency. Developing plans to increase growth. Building business relationships within a sales environment. Demonstrating strong organizational, planning, time management and administrative skills. Gathering, researching and analyzing data and making recommendations. Conducting needs assessments and process improvement reviews. Writing business plans/proposals. Preparing reports and presentations and recommendations to all levels of management. Modeling and monitoring financial projections for region. Operating PC software applications (Word, Excel, Access, PowerPoint, etc.). In-Depth Knowledge of
Best-in-class techniques used to influence and persuade others, develop and coach others, and motivate and reward a successful sales team. Insurance products, services & regulations. Sales techniques and delivery systems. Independent contractor distribution channels. Techniques used to coordinate and control major projects. Comparative raters and management systems. Business drivers, marketing concepts, managing P&L, operational processes (inbound/outbound call strategy), and compensation plan design. Ability to
Influence, persuade and motivate non-employee agents. Identify agent strengths, weaknesses and model skills needed to facilitate agency rehabilitation in various areas including product knowledge, prospecting, professionalism, closing techniques, etc. Create and interpret sales models, results and return on investment reporting. Demonstrate creativity and innovation in developing business, marketing and sales plans to meet the unique needs of assigned locations. Demonstrate effective leadership/coaching skills to include motivating and influencing captive and/or non-captive agents and staff. Possess written communication skills including the preparation of proposals, reports and technical writing. Willingness and ability to extensively travel. Willingness to relocate. Preferred Qualifications
Education
Bachelor degree in Business Management, Marketing or a relevant field. Knowledge of
The Auto Club Group/AAA products and services. Work Environment
Work in a temperature-controlled office environment. Extensive (up to 70% of work time) travel by automobile with exposure to road hazards and temperature extremes. Willingness to work irregular hours. The Auto Club Group, and all its affiliated companies, is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability or protected veteran status. Regular and reliable attendance is essential for the function of this job. AAA The Auto Club Group is committed to providing a safe workplace. Every applicant offered employment within The Auto Club Group will be required to consent to a background and drug screen based on the requirements of the position.
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Join AAA-The Auto Club Group in FL as a Remote IA Development Specialist. Job Details
Job Type: Full time. Exempt/Non Exempt: Salary. Primary Duties and Responsibilities
Serve as a business consultant and partner by providing tactical and strategic support to Independent Agents (IA) in the assigned geography. Operate as a subject matter expert on all components of the Connected Member Vision and product/sales knowledge. Assist assigned IAs in the development and implementation of agency business goals. Own and be accountable for agency success/retention and agent productivity and growth goals. Support the acquisition of profitable new business, influence and motivate agents, and drive growth through business insight and recommendations. Ensure agent and business retention, compliance, and reporting, building trust and strong relationships with assigned IAs and internal and external business partners. Source and refer local IA candidates to centralized recruiting; participate in interview and selection processes. Successfully complete installation and onboarding processes for new agencies and assist new agencies with critical business development activities post-launch. Collaborate with centralized training and IA support teams to ensure agents are trained and aware of all operations, systems and marketing processes. Participate in training assessment and develop and disburse product/marketing/service information. Evaluate effectiveness of training programs and provide additional training/consulting as necessary. Communicate potential sales incentive programs, compensation outcomes, and contractual bonus opportunities. Monitor agency business activities and prepare reports to summarize data. Conduct site visits, cash flow analysis and needs assessments/diagnostics to track progress and identify issues and opportunities for improvement. Research and analyze sales markets; create cultivation plans and address issues with IA. Advise leadership on agent progress and report on non-compliant activity; recommend/provide probationary processes or termination recommendations. Complete accurate written call notes for all calls completed. Support product and membership promotional campaigns to meet sales goals; initiate, develop, execute and monitor projects. Provide updates to management and collaborate with peers for uniform, efficient processes across the corporate footprint. Supervisory Responsibilities
None Required Qualifications
Education
High School Diploma or equivalent. Possession of a valid State Driver’s License. Currently hold or able to attain and maintain appropriate State Property & Casualty licenses within the timeframe designated by ACG leadership. May be required to attain appropriate State Life Sales licenses within the timeframe designated by ACG leadership. Experience
Two years of experience in insurance sales leadership and/or agent development to include coaching, mentoring, challenging and enabling others to successfully meet goals. Experience including: Motivating growth or rehabilitation of existing agency. Developing plans to increase growth. Building business relationships within a sales environment. Demonstrating strong organizational, planning, time management and administrative skills. Gathering, researching and analyzing data and making recommendations. Conducting needs assessments and process improvement reviews. Writing business plans/proposals. Preparing reports and presentations and recommendations to all levels of management. Modeling and monitoring financial projections for region. Operating PC software applications (Word, Excel, Access, PowerPoint, etc.). In-Depth Knowledge of
Best-in-class techniques used to influence and persuade others, develop and coach others, and motivate and reward a successful sales team. Insurance products, services & regulations. Sales techniques and delivery systems. Independent contractor distribution channels. Techniques used to coordinate and control major projects. Comparative raters and management systems. Business drivers, marketing concepts, managing P&L, operational processes (inbound/outbound call strategy), and compensation plan design. Ability to
Influence, persuade and motivate non-employee agents. Identify agent strengths, weaknesses and model skills needed to facilitate agency rehabilitation in various areas including product knowledge, prospecting, professionalism, closing techniques, etc. Create and interpret sales models, results and return on investment reporting. Demonstrate creativity and innovation in developing business, marketing and sales plans to meet the unique needs of assigned locations. Demonstrate effective leadership/coaching skills to include motivating and influencing captive and/or non-captive agents and staff. Possess written communication skills including the preparation of proposals, reports and technical writing. Willingness and ability to extensively travel. Willingness to relocate. Preferred Qualifications
Education
Bachelor degree in Business Management, Marketing or a relevant field. Knowledge of
The Auto Club Group/AAA products and services. Work Environment
Work in a temperature-controlled office environment. Extensive (up to 70% of work time) travel by automobile with exposure to road hazards and temperature extremes. Willingness to work irregular hours. The Auto Club Group, and all its affiliated companies, is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability or protected veteran status. Regular and reliable attendance is essential for the function of this job. AAA The Auto Club Group is committed to providing a safe workplace. Every applicant offered employment within The Auto Club Group will be required to consent to a background and drug screen based on the requirements of the position.
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