Insurance Sales Associate

AAA Mountainwest in Fairfield, CA

  • Industry: Financial Services - Insurance - Others
  • Type: Full Time
position filled

We call our club's vision, mission, values, and supporting pillars "Our House" because they are the foundation for all that we do. We're working to transform AAA for the next century with a mission to create Members for life by unleashing the innovative spirit of our Team Members.

Why work for us?

  • Licensing Assistance – If unlicensed, AAA NCNU will reimburse the costs of licensure

  • Training – You’ll attend a thorough, comprehensive, three week training program in our Walnut Creek headquarters

  • No Overhead Costs – W-2 structure with dedication space in a AAA NCNU branch

  • Compensation - Base plus bonus platform with eligibility of annual merit increase and first year production bonuses

  • Benefits – Medical, Dental, Vision, wellness program and more!

  • 401k Matching – $1 for $1 company match up to 6% of pay

  • Annual Incentive Plan – Eligibility to participate in AAA NCNU annual bonus plan

  • Paid Time Off – Ten hours per month, ten holidays annually, one floating holiday and 24 hours per year earmarked for volunteer activities

  • Collaborative Environment – AAA will value your contribution to providing exceptional service to our members

  • Job Summary

    Insurance Associates serve our Members by selling them the Property & Casualty and Roadside Assistance insurance that meets the Member’s needs. Individuals in this role are accountable for achieving assigned sales goals while providing an exceptional Member experience. Primary responsibilities include soliciting new business, serving existing insured Members, and retaining policies. Insurance Associates participate in promotions, events, marketing activities, and the cross-sell of AAA insurance products. Insurance Associates are professionals who guide our Members in the purchase of appropriate products and coverage under managerial supervision.

    Responsibilities:

  • Uses sales techniques and product knowledge to identify customer-specific needs to generate new sales, retain existing insured’s and grow our overall insurance book of business. Effectively overcomes objections to close the sale and/or retain the insured.

  • Works to meet or exceed targets as defined in the sales incentive plan and as assigned by the Insurance Associate’s manager.

  • Conducts an insurance review for clients to identify a range of suitable products. Uses provided tools and applicable underwriting guidelines to assess risk, recommend appropriate products and related coverage, quote, bind and issue policies.

  • Consistently provides all Members with a sales and service experience that enhances the member’s affinity to the AAA brand and results in greater member satisfaction and loyalty.

  • Proactively solicits and markets to business and/or community events, performs outbound calling, works marketing lists, and cross-sells/up-sells new and existing customers.

  • Responds to customer inquiries and requests relating to insurance products and membership.

  • Researches and resolves customer service issues. Often assists the insured in initiating the first notice of loss on claims.

  • Education & Experience/Licenses & Certifications:

  • High school diploma or GED required. Bachelor's degree in a relevant field preferred.

  • 2 to 4 years of sales experience required. Insurance industry work experience preferred.

  • Ability to acquire an unrestricted state issued license(s) required to place property and casualty insurance within fourteen (14) calendar days of start date. Depending on start date, active property and casualty license(s) may be required.


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