Insurance Sales Agent

About the role

This role is responsible for prospecting and selling insurance products (including home, auto, and life) designed to meet the needs of AAA members and customers. Our agents sell both AAA Insurance and other carriers. This gives our sales agents a distinct advantage over captive carrier agents.

Responsibilities

• Sell and make recommendations on all insurance products offered by the carriers represented by the AAA Insurance Agency.
• Identify and develop sales opportunities by utilizing the lead management system, membership system, and additional lead sources, increasing overall sales and the proportion of member households purchasing AAA Insurance products.
• Respond to all quote requests in a timely manner according to agency service level agreements.
• Evaluate and provide resolutions to customer's insurance needs.
• Ensure that all business is underwritten correctly and placed in the appropriate markets according to the risk involved in order to maintain an acceptable loss ratio.
• Ensure that company Agency Management System and carrier system is appropriately documented and all applications are complete and submitted on a timely basis in accordance with insurance carrier guidelines, agency policies and procedures, and state regulations.
• Perform appropriate follow-up calls and renewal reviews to meet agency retention standards.
• Develop and enhance relationships with customers to build referral and repeat business.
• Demonstrate the ability to consistently meet and exceed personal sales goals and contribute to the agency sales goals.
• Provide excellent customer service and support the AAA membership model, including selling membership.
• Contribute to a positive team dynamic through respectful interactions, positive contributions, and active collaboration to achieve department and organizational goals.
• Incorporate AAA’s vision, mission and values in day-to-day activities and behaviors; guide and motivate others to remain committed to AAA’s vision mission and values.

Qualifications

• High School diploma or equivalent.
• 2+ years in sales or sales management, or 1+ years’ experience in an insurance agency.

Preferred Qualifications

• Proven ability to perform to goal with a track record of meeting or exceeding goals.
• Successful track record of growth, with experience sales prospecting and asking for and closing sales.
• Knowledge of sales techniques, property & casualty products, life insurance products, and insurance processing systems and procedures as well as comparative raters.

Benefits

• Health insurance (medical, vision, dental and prescription drug)
• Up to 22 days of Paid Time Off (PTO) in the first year
• Eleven paid holidays in addition to PTO
• 401(k) with Employer Match
• Life, Short-Term Disability and Long-Term Disability insurance
• Flexible Spending Accounts
• On-Demand Pay / Earned Wage Access
• Free Premier RV AAA Washington Membership
• Travel, Insurance, and Membership Discounts and Perks
• Paid, on-going training throughout your career
• THRIVE wellness program
• Tax-advantaged commuter benefit
• Free parking
• Financial Literacy Education