Insurance Sales Agent

What you’ll do

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, giving them a distinct advantage over captive carrier agents.

At AAA Washington, we equip our members with trusted service and expertise to confidently travel through life. We provide best‑in‑class roadside assistance, discounts and rewards, travel services and insurance. For nearly 120 years, we’ve served our members, not shareholders, so our growth supports innovation for the Club today and for the future. We encourage employees to bring their full selves to work and support applicants from all backgrounds, abilities and walks of life.

We aim for work‑life balance across the organization and support hybrid and remote work options. AAA Washington is consistently ranked as one of the Best Places to Work by the Puget Sound Business Journal.

• 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.
• Identify, evaluate, and provide resolutions to customers’ 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. Incorporates AAA’s vision, mission and values in day‑to‑day activities and behaviors; guides and motivates others to remain committed to AAA’s vision mission and values.

None

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

• 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.

• Possess or be able to obtain a Washington State Property & Casualty and Life & Disability insurance license.

• Developing knowledge of personal and commercial lines and life insurance including fundamental insurance principles, underwriting and risk selection, and policy provisions for all agency carriers.
• Ability to type and a working knowledge of computers, MS Suite, and the internet. Competency using agency & carrier applications and systems.
• Ability to communicate clearly and professionally both verbally and in writing, and utilize effective listening skills.
• A strong sense of urgency and willingness to take extra measures when solving problems and getting work completed.
• Ability to use appropriate interpersonal skills and methods to reduce tension or conflict, relate positively to people in stressful situations, and remain calm under…