Sales Agent, Insurance Sales

Job Summary

This position involves networking, developing lead sources, and conducting sales activities such as setting appointments and inspections, primarily off‑site. The Sales Agent sells club memberships and insurance products to support club growth, profitability, and service quality. The role includes providing information and guidance on member services and new insurance products through a customized needs analysis to enable informed product selections.

• Sell club memberships and insurance products.
• Develop and implement a successful sales strategy to achieve production targets.
• Participate in community and business events to prospect for potential membership and insurance sales opportunities.
• Obtain sales leads and prospects using direct mail, referral systems, cross‑selling, networking, centers of influence, and prospect purchases.
• Maintain expertise regarding club products and services.
• Communicate effectively with members and prospective insureds, enhancing closing skills.
• Conduct needs analyses to properly quote rates, qualify applicants, inspect vehicles or property, and complete documentation according to underwriting criteria and quality standards.
• Ensure appropriate ratings are applied to new policies based on underwriting guidelines and completed paperwork.
• Provide service to club members and insureds in person, by telephone, e‑mail, fax, or correspondence.
• Process insurance and membership changes for existing policies or member records.
• Compile and complete accurate documentation for all transactions.
• Conduct policy reviews to identify cross‑sell opportunities based on insureds’ product needs and service requests.
• Enhance member relationships by diversifying product and service usage.
• Provide sales leads to travel and other departments as appropriate.
• Collect membership and insurance payments, maintaining security of club funds and receipts.
• Attend meetings, training workshops, and seminars to ensure professional development and product knowledge.
• Perform other duties and responsibilities as assigned or required.

• Bachelor’s degree or equivalent combination of education and experience.
• Preferred 1–3 years of insurance sales/service experience.
• Advanced oral and written communication skills.
• Moderate knowledge of Microsoft Office (Word, Excel).
• Demonstrated advanced level of competitive and persistent nature.
• Advanced organizational skills and ability to prioritize tasks.
• Valid driver’s license with an acceptable Department of Motor Vehicles record and minimum liability insurance issued by state.
• Property and Casualty Insurance license, valid in the selling state.
• Travel requirement: occasional travel to off‑site business meetings or conferences (approximately 5%).

• Health coverage: medical, dental, and 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, and services.

This role requires occasional travel (5% proficiency) to off‑site business meetings or conferences.

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

All qualified applicants, regardless of race, color, religion, sex, gender identity, sexual orientation, national origin, disability, or protected class status, are considered for employment.