Insurance Sales Agent

Job Summary

Insurance Sales Agent – entry‑level position designed to lead to Sales Agent (5483). The Sales Agent Trainee will complete training and be reclassified as a Sales Agent. The role works exclusively in a Branch Office and includes sales activities, appointments, inspections, and client service focused on Club membership and insurance products.

• Sell insurance products using established sales standards.
• Quote rates, qualify applicants, inspect vehicles or property, and complete documentation in accordance with underwriting criteria and quality standards.
• Sell Club memberships, promote Club services and products, and provide information on membership and insurance products.
• Develop a successful sales strategy.
• Create and utilize sales leads and contacts from multiple sources.
• Manage time and organize information to achieve goals.
• Take advantage of sales opportunities and maintain high expertise regarding Club products and services.
• Communicate effectively with clients and co‑workers.
• Enhance closing skills and identify cross‑sell opportunities based on members’ product needs and service requests.
• Provide sales leads to life insurance, in‑house agency insurance, travel and other departments as appropriate.
• Ensure proper ratings are applied to new policies according to underwriting guidelines.
• Provide insurance policy service to Club members in person, by telephone or written correspondence.
• Complete and amend insurance and membership forms to update existing policies and/or membership records.
• Compile and submit documentation for all transactions.
• Collect membership and insurance payments and maintain security in handling Club monies and receipts.
• Attend meetings, training workshops and seminars.
• Complete and approve accurate timecards, expense diaries and other required documentation.
• Adhere to scheduled duties and activities as directed by management.
• Maintain current knowledge of membership services, insurance underwriting, coverage provisions, billing statements, payment options, cancellations and processing.

• Bachelor’s equivalent combination of education and experience.
• 1–3 years of relevant outside sales experience (Preferred).
• 1–3 years of prior sales experience (Required).
• 1–3 years of customer service experience (Preferred).
• Advanced verbal and written communication skills (High proficiency).
• Moderate knowledge of Microsoft Office (Word, Excel, Teams, PowerPoint) (High proficiency).
• Previously demonstrated advanced level of competitive and persistent nature (High proficiency).
• Demonstrated ability to organize and prioritize tasks and assignments (High proficiency).
• Moderate knowledge of Salesforce (Preferred).
• Property and Casualty Insurance License valid in selling state.
• Valid driver’s license, acceptable DMV record and minimum liability insurance.
• Life Insurance License valid in selling state.
• Occasional travel to off‑site business meetings or conferences (5%).

• Health coverage: medical, dental, vision.
• 401(k) savings plan with company match and pension.
• Tuition assistance.
• Floating holidays and paid time off for community volunteer programs.
• Paid parental leave.
• Wellness programs.
• Employee discounts on membership, insurance, travel, entertainment, services.

AAA is an Equal Opportunity Employer. Our organization participates in E‑Verify.