Insurance Sales Representative

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Licensed Insurance Sales Representative

This role is responsible for prospecting and selling policies and packages customized to meet the needs of our members and customers through member and internet lead calls while complying with carrier underwriting guidelines, agency policies and procedures and state regulations.

Licensed Insurance Sales Representative

This role is responsible for prospecting and selling policies and packages customized to meet the needs of our members and customers through member and internet lead calls while complying with carrier underwriting guidelines, agency policies and procedures and state regulations.

This role requires working onsite at our headquarters in Factoria (Bellevue) five days a week until consistent productivity goals are met. Most team members reach this milestone within 6 to 18 months, at which point remote work may become an option.

Who We Are

At AAA Washington, we equip our members with trusted service and expertise to confidently travel through life. We provide our members with 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. Seeking to reflect the communities we serve and create an inclusive culture, we encourage employees to bring their full self to work and support applicants from all backgrounds, abilities and walks of life to apply.

WHY YOU’LL LOVE WORKING AT AAA WASHINGTON

You’ll play an important role in bringing AAA Washington’s spirit of service and peace of mind to our membership. Consistently ranked as one of the Best Places to Work by Puget Sound Business Journal, we aim for work-life balance across the organization. We support hybrid and remote work options for many positions based in our corporate office (Bellevue, Washington) along with some of the best benefits in the region!

What You’ll Do

• Sell and make recommendations on all insurance products offered by the carriers represented by AAA Insurance Agency
• Develop sales opportunities through the use of the Lead Management, Membership system, and other lead sources while increasing overall sales and the percentage of member households purchasing AAA Insurance products.
• Respond to all quote requests in a timely manner according to agency procedures.
• Identify, 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, as well as state regulations.
• Perform appropriate follow-up calls and renewal reviews to meet agency retention standards.
• Demonstrate the ability to consistently meet and exceed personal sales goal and contribute to the agency sales goals.

• Possess or willing to obtain a Washington State Property, Casualty, Life and Disability Insurance license.

• Proven ability to perform to goal with a track record of meeting or exceeding goals.
• Successful track record of growth including both outbound and inbound sales prospecting with ability to ask for and close a sale.
• Ability to foster relationships, network, gain trust will generate referrals/lead opportunities in addition to leads generated by AAA Washington
• Knowledge of sales techniques, prospecting systems, CRMs like Salesforce.
• Experience in insurance sales or customer service with knowledge of EPIC, comparative raters, and carrier guidelines a plus.

• Developing knowledge of personal and commercial lines and life insurance including fundamental insurance principles, underwriting and risk…