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Acceptance Insurance Area Sales Agent in Stockton, California

Area Sales AgentinStockton, CAatAcceptance Insurance

Date Posted:1/13/2021

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Job Snapshot

  • Employee Type:


  • Location:

Stockton, CA

  • Job Type:


  • Experience:

Not Specified

  • Date Posted:


Job Description

As a Team Member at Acceptance Insurance, you will be part of a growing organization that continues to evolve and positively impacts the lives of our team members and customers.

We are looking for team members that engage – who take responsibility for themselves and take care of their customers and colleagues. Ideal candidates can compose themselves under pressure, have a “make It right” mindset, and focus their energies on solving problems. This means you’ll be supported by a team with all these qualities, too. If this sounds like the kind of team you’d like to join, we want to hear from you! ​

Acceptance Insurance offers a full line of benefits including: Health Insurance, Dental, Vision, Paid Vacation, Disability Insurance and Employer Matching 401(k) Program.

WE ARE AN EQUAL OPPORTUNITY EMPLOYER. Applicants are considered for position and are evaluated without regard to mental or physical disability, race, religion, sexual orientation, color, gender, national origin, age, marital status, military or veteran status or any other protected local, state or federal status unrelated to the performance of the work involved.


The Area Sales Agent is responsible for successfully executing the sales process and regularly engages sales building activities that drive the overall revenue of the Agency. This role will require Area Sales Agent to take phone calls (up to 60-70 a day) and resolving all inquiries that come in while working in a dedicated area of a local store. The role may also require the ASA to work in another sales location within the supported territory. They will be trained on how to process quality customer applications, endorsements, payments, and related customer inquiries. The ASA may also participate in marketing activities outside of the location in support of local efforts to bring the Acceptance brand to the community. The ASA will be expected to transfer to an open RSA role upon successful completion of the training program.


  • Assess the customer needs and advise clients on insurance coverage and personal protection options following Acceptance’s G.U.E.S.T. standards

  • Provide quality quotations, pricing, and required information to new prospects and completes the sales process for each customer per company policy and procedure

  • Maintain strong knowledge of all products, pricing, and policy features available for sale

  • Complete and maintain training for all products offered by Acceptance (i.e. auto, roadside, hospital indemnity, motorcycle, commercial and home/renters, etc.) and other insurance companies for which they are appointed,

  • Prepare quotations on customer change requests to their current policies

  • Receive and respond to all customer inquiries and complaints. Request any missing or required information from customers and follow up for that information

  • Maintain knowledge of industry competitors and provide critical market feedback to leadership regarding local competition and service needs

  • Conduct daily customer payment reminder calls

  • Follow-up routinely with customers on all open or unresolved issues including calling lapsed policy and policy renewal customers

  • Answer the telephone in a prompt, professional and courteous manner

  • Take / receive customer payments in office and over the phone

  • Report any and all conditions affecting customer satisfaction

  • Maintain appropriate records including, but not limited to; all time worked, reporting of sales activities, other reporting as required

  • Scan and send required documents daily

  • Mastery in all areas of an Agent

  • Fill in at other locations while Agents are on PTO or open positions


  • Six months or more of prior experience in a sales related field, required

  • High School diploma or GED required

  • Four-year college degree preferred

  • Must have a valid driver’s license

  • Must be able to provide proof of automobile insurance

  • P&C and/or Life license required


  • Above average communication skills in order to represent the company in a professional manner and communicate effectively with potential customers

  • Preferences towards taking charge of a situation, takes initiative, are persuasive and can influence a positive outcome

  • Are confident of their own abilities

  • Proven ability to manage personal emotions and avoid negative responses to frustrations and annoyances

  • Ability to effectively present information and respond to questions

  • Ability to solve practical problems and deal with situations where limited standardization exists

  • Skill and ability to use and operate a keyboard, computer, fax machine, scanner and copier

  • Knowledge of Microsoft Word and Microsoft Excel is preferred

  • An insurance license is required to work in this position. Acceptance Insurance pays 100% of the cost to obtain your license upon joining the company. The successful candidate must possess the ability to obtain and retain a Property & Casualty insurance license.

Language Skills:

  • Ability to fluently speak, read and write English. Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures or government regulations. Ability to write reports and business correspondence. Ability to effectively present information and respond to questions.


The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to do manual tasks which may include the use of hands to finger and handle controls. Tasks may also require the ability to talk or hear. The employee will frequently sit, bend, and reach with hands and arms and is occasionally required to stand and walk. The employee must frequently lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, color vision, and the ability to adjust focus. Other abilities include breathing, protecting oneself, and possessing the capacity to learn, concentrate, think and read. Oftentimes the employee will be communicating and interacting with others while working.