Insurance Process Specialist

AAA Club Alliance; Wilmington (DE); Hybrid; USD 58,000 - 84,000; Full time

Benefits offered by this job

Annual bonus program (3% target)

Job summary

AAA Club Alliance seeks an Insurance Process Specialist to coach Insurance Sales Agents on ACA’s consultative selling approach. This hybrid role requires travel to markets to work 1:1 with agents and ongoing coaching for new hires.

Ideal candidates will have 5+ years in selling Property & Casualty or Life insurance, a P&C license, and experience with CRM/BI tools (Salesforce). Base salary ranges with annual bonus eligibility are offered.

Qualifications

• Bachelor’s degree preferred; equivalent experience considered.
• 5+ years’ experience selling Property & Casualty or Life insurance products.
• 2+ years in training or mentorship roles.
• Active Property & Casualty license required.
• Life license preferred.
• Experience using CRM and BI tools, including Salesforce.

Responsibilities

• Coach Insurance Sales Agents to apply ACA’s consultative selling processes daily.
• Provide structured coaching to new agents (<12 months) to meet production standards.
• Guide less tenured agents toward top performance via coaching on income maximization and bundling.
• Execute coaching plans with weekly 1:1 and monthly reviews.
• Facilitate biweekly new agent workshops to reinforce best practices.
• Lead cross-team meetings to improve coaching effectiveness with analytics & sales skills.
• Maintain accountability through coaching-team reporting and metrics.
• Collaborate with training to reinforce consultative skills and onboarding resources.
• Perform other duties as assigned.

Skills

Coaching & mentoring

Sales coaching

CRM / BI tools experience

Education

Bachelor's degree

Tools

Salesforce

Job description

We are seeking a full time Insurance Process Specialist to join our Insurance Sales Process & Coaching Team!

PLEASE NOTE: This position is a hybrid role. Candidates must reside within a commutable distance to our office in Wilmington, DE. This role will also require you to travel throughout our market to work 1:1 with Agents.

To the qualified candidate, we offer:

• The starting base compensation for this position is $58,043 to $84,213. The base pay range shown is a guideline for compensation and ultimate salary offered will be based on factors such as applicant experience and geographic location
• This position is eligible to participate in our Annual Bonus Program with a target bonus percentage of 3%

The primary duties of the Insurance Process Specialist are:

• Coach individual Insurance Sales Agents to apply ACA’s consultative sales program and standardized sales processes in daily sales interactions.
• Provide structured coaching to new agents (<12 months) to meet new agent production standards emphasizing brand-first strategy, lead prioritization, bundling at point-of-sale, and cross-sell strategies with life insurance and other ancillary businesses.
• Guide less tenured agents toward top performance through focused coaching on income maximization, process adherence, and bundling strategies.
• Execute structured coaching plans, including weekly one-on-one coaching sessions for new agents and monthly one-on-one sessions for striving agents, ensuring smooth transitions between segments.
• Facilitate biweekly new agent workshops as an extension of the initial New Hire Training program to reinforce best practices, offer customized support, and foster camaraderie among new hires.
• Lead best-practice sharing through cohort meetings to elevate coaching effectiveness, focusing on analytics, economic-based coaching, and insurance advisory selling skills.
• Maintain accountability through Sales Coach specific reporting, measuring productivity based on their assigned agent pool through metrics including bundled sales, branded sales, and quote volume.
• Collaborate with the training team to reinforce consultative sales skills and process adherence, offering consistent curriculum and resources throughout onboarding.
• Perform other duties as assigned.

Minimum Qualifications:

• Bachelor’s degree preferred; equivalent experience may be considered in lieu of degree
• 5+ years’ experience selling Property and Casualty or Life insurance products
• 2+ years experience in a role working in a training or mentorship capacity
• Active Property and Casualty License required
• Life Insurance License preferred
• Experience in using CRM and BI tools, including Salesforce required

ACA is an equal opportunity employer and complies with all applicable federal, state, and local employment practices laws. At ACA, we are committed to cultivating a welcoming and inclusive workplace of team members with diverse backgrounds and experiences to enable us to meet our goals and support our values while serving our Members and customers. We strive to attract and retain candidates with a passion for their work and we encourage all qualified individuals to apply. It is ACA’s policy to employ the best qualified individuals available for all positions. Hiring decisions are based upon ACA’s operating needs, and applicant qualifications including, but not limited to, experience, skills, ability, availability, cooperation, and job performance.