Insurance Agent
AAA Washington is a well-established organization providing trusted service and expertise to its members. The Insurance Agent role involves prospecting and selling customized insurance policies while ensuring compliance with underwriting guidelines and state regulations.ResponsibilitiesSell and make recommendations on all insurance products offered by the carriers represented by AAA Insurance AgencyDevelop 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 productsRespond to all quote requests in a timely manner according to agency proceduresIdentify, evaluate, and provide resolutions to customer’s insurance needsEnsure that all business is underwritten correctly and placed in the appropriate markets according to the risk involved in order to maintain an acceptable loss ratioEnsure 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 regulationsPerform appropriate follow-up calls and renewal reviews to meet agency retention standardsDemonstrate the ability to consistently meet and exceed personal sales goal and contribute to the agency sales goalsSkillsPossess or willing to obtain a Washington State Property, Casualty, Life and Disability Insurance licenseHigh School Diploma or equivalentClass A Agents typically have 2+ years' experience in sales (not retail) or sales management or 1+ years' experience in an insurance agency and are assigned a book value expectation of under $100,000Ability to type and working knowledge of computers, MS Suite and the internetCompetency using agency & carrier applications and systemsAbility to communicate clearly and professionally both verbally, one on one and in group presentation, in writing, and utilizing effective listening skillsA strong sense of urgency and willingness to take extra measures when solving problems and getting work completedAbility to use appropriate interpersonal styles and methods to reduce tension or conflict, relate positively to people in stressful situations, and remain calm under pressureAbility to address multiple demands and adjust style and approach to suit situations that involve rapidly changing tasks, shifting priorities, simultaneous demands or transitions into new assignmentsAble to make timely and sound decisions, understanding the impact and implications and providing feedback on outcomesWilling to take extra measures and independent action to solve problems and get work done when the situation calls for it while holding self and others accountableSkill in working as part of a team, collaborating with colleagues, establishing rapport and gaining the trust of othersModels a high standard of quality and commitment to serving the public to include building strong relationships with members inside and outside the organization while developing trust and credibility with the membersProven ability to perform to goal with a track record of meeting or exceeding goalsSuccessful track record of growth including both outbound and inbound sales prospecting with ability to ask for and close a saleAbility to foster relationships, network, gain trust will generate referrals/lead opportunities in addition to leads generated by AAA WashingtonKnowledge of sales techniques, prospecting systems, CRMs like SalesforceExperience in insurance sales or customer service with knowledge of EPIC, comparative raters, and carrier guidelines a plusBenefitsHealth insurance (medical, vision, dental and prescription drug)Up to 22 days of Paid Time Off (PTO) in the first yearEleven paid holidays in addition to PTO401(k) with Employer MatchLife, Short-Term Disability and Long-Term Disability insuranceFlexible Spending Accounts4 Hours of Volunteer Time Off per yearOn-Demand Pay / Earned Wage AccessFree Premier RV AAA Washington MembershipTravel, Insurance, and Membership Discounts and PerksPaid, on-going training throughout your careerTHRIVE wellness programTax-advantaged commuter benefitFree parkingFinancial Literacy EducationCompany OverviewAAA offers 24-hour emergency road service, plus travel and insurance services It was founded in 1902, and is headquartered in Bellevue, Washington, USA, with a workforce of 501-1000 employees. Its website is https://wa.aaa.com/.
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