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The Auto Club Group SC Insurance Territory Marketing Representative- (Independent Agent Distribution) in Charlotte, North Carolina


Primary Duties and Responsibilities (details of the basic job functions):

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 by becoming well versed 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.

Responsibilities include, but are not limited to supporting the acquisition of profitable new business, influencing and motivating agents, driving growth, providing business insight and recommendations, ensuring agent and business retention, compliance, and reporting. Build trust and maintain strong relationships with assigned IAs and internal and external business partners.

Source and refer local IA candidates to centralized recruiting. Participate in the interview and selection processes. Successfully complete installation and on-boarding processes when opening and establishing new agencies. Assist new agencies with critical business development activities post launch.

Collaborate with centralized training and IA support teams to ensure that agents are trained and aware of all operations, systems and marketing processes and requirements. Participate in training assessment and the development and disbursement of product/marketing/service information. Evaluate effectiveness of training programs. Validate awareness and deep understanding of the full array of ACG product offerings. Provide additional training and consulting as necessary. Communicate potential sales incentive programs, compensation outcomes, as well as 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, recognize best-in-class point-of-sale behavior, understand current IA segment and identify issues and opportunities for improvements. Research and analyze sales markets. Work with IA to create cultivation plans and means to address issues. Consult with IA making strategic/tactical recommendations as appropriate.

Ensure adherence to corporate policies, practice and state regulations by auditing agent activity. Advise leadership on agent progress and report on non-compliant activity. When necessary, recommend and activate probationary processes or recommendations for termination. Complete accurate written call notes for all calls completed.

Support various product and membership promotional campaigns to ensure meeting sales goals. Initiate, develop, execute and monitor projects. Provide updates to management. Collaborate with peers to guarantee the utilization of uniform, highly efficient processes across the corporate footprint

Required Qualifications (these are the minimum requirements to qualify)


  • 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 timeframe designated by ACG leadership

  • May be required to attain appropriate State Life Sales licenses within timeframe designated by ACG leadership


  • 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 to include some or all of the following:

  • 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

  • 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 (i.e., in-bound/out-bound 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


  • Bachelor degree in Business Management, Marketing or a relevant field

Knowledge of:

  • The Auto Club Group/AAA products and services

Legal Requirements

  • No felony convictions within past 7 years

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

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)