Insurance Sales Agent

• Sell and provide ongoing service for ACG-branded and brokered insurance products, memberships, and financial products
• Uncover customer needs, generate new business, retain existing clients, and grow ACG’s insurance portfolio
• Overcome objections, negotiate effectively, close sales, and meet or exceed individual sales targets and incentive plan expectations
• Conduct comprehensive insurance reviews to assess risk and identify coverage gaps
• Recommend appropriate solutions and quote, bind, and issue policies in accordance with underwriting guidelines and regulatory requirements
• Build and maintain rapport with members and clients
• Respond to inquiries with professionalism and urgency
• Support customer satisfaction, loyalty, and trust in the AAA brand
• Participate in local branch and community events to prospect and expand referral networks
• Develop new business opportunities and identify cross-sell and referral opportunities into Travel and Financial Services
• Work in a temperature-controlled AAA branch location
• Work Monday–Friday 8:30 a.m.–5:30 p.m. and rotating Saturdays 9:00 a.m.–1:00 p.m.

• Active State Property & Casualty Insurance Sales license
• Active State Life and Health Insurance Sales license, or obtain within 90 days of hire
• Must qualify, obtain, and maintain all applicable state licenses and appointments required for selling and/or servicing Auto Club Group Membership products
• Obtain Health and Accident licenses and appointments where applicable within the timeframe established by the Business Unit
• High School diploma or equivalent
• 1+ year of customer-facing experience in a fast-paced computer-automated business environment
• Proven ability to develop, manage, and close sales opportunities
• Lead tracking, follow-up, pipeline management, and performance accountability
• Consultative selling and customer discovery skills
• Ability to assess customer needs, identify coverage gaps, recommend solutions, and deliver tailored value
• Ability to generate opportunities through referrals, outbound activity, networking, and business-development efforts
• Excellent verbal and written communication skills
• Proficiency with CRM platforms and Microsoft Office applications
• Ability to work varied hours, including possible weekends
• Some travel to local events may be required
• Regular and reliable attendance
• Consent to background and drug screening if offered employment

Demonstrates expertise in insurance sales and customer service, with a strong ability to assess client needs, recommend tailored solutions, and close sales effectively. Proficient in managing client relationships and maintaining compliance with regulatory requirements.

• Active State Property & Casualty Insurance Sales License
• Active State Life and Health Insurance Sales License
• Consultative Selling Skills
• CRM Platform Proficiency
• Customer Discovery Skills

• Sales Target Achievement
• Lead Tracking
• Pipeline Management
• Risk Assessment
• Policy Quoting
• Negotiation
• Closing Sales
• Customer Needs Assessment
• Cross-Selling
• Referral Generation

• Excellent Verbal Communication
• Excellent Written Communication
• Professionalism
• Customer Relationship Management
• Problem-Solving

• Active State Property & Casualty Insurance Sales License
• Active State Life and Health Insurance Sales License
• Health and Accident Licenses

• Insurance Products
• Memberships
• Financial Products
• Customer Satisfaction
• Regulatory Compliance
• Insurance Reviews
• Coverage Gaps
• Business Development
• Networking
• Referral Networks

• CRM Platforms
• Microsoft Office Applications