Insurance Sales Process Specialist

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

Benefits offered by this job

Health insurance

Parental leave

401k with match

Paid time off

Paid holidays

Volunteer day

AAA Membership

Learning reimbursement

Job summary

AAA Club Alliance seeks an Insurance Process Specialist to join the Insurance Sales Process & Coaching Team in a hybrid role, traveling to work with agents. Base compensation ranges from $58,043 to $84,213, with a target annual bonus of 3% in addition to the base pay.

A strong focus on coaching and standardized sales processes supports agent development and revenue growth. Preferred qualifications include a Bachelor’s degree, 5+ years in Property & Casualty or Life insurance sales, and active

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.

Responsibilities

• Coach Insurance Sales Agents to apply ACA’s consultative sales program and standardized processes.
• Provide structured coaching to new agents (<12 months) to meet production standards.
• Lead coaching plans with weekly 1:1 sessions for new agents and monthly sessions for striving agents.

Skills

Coaching

Sales process knowledge

Communication

Education

Bachelor's degree preferred

Tools

Salesforce

BI tools

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

Full time Associates are offered a comprehensive benefits package that includes:

• Medical, Dental, and Vision plan options
• Up to 2 weeks Paid parental leave
• 401k plan with company match up to 7%
• 2+ weeks of PTO within your first year
• Paid company holidays
• Company provided volunteer opportunities + 1 volunteer day per year
• Free AAA Membership
• Continual learning reimbursement up to $5,250 per year
• And MORE! Check out our Benefits Page for more information

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.

Job Category: Insurance Work from home or remote positions primary residence must reside within the footprint that AAA Club Alliance Inc. operates. Our club is located in Washington DC and 13 states including Connecticut, Delaware, Indiana, Kansas, Kentucky, Maryland, New Jersey, Ohio, Oklahoma, Pennsylvania, South Dakota, Virginia, and West Virginia. AAA Club Alliance is the result of AAA Mid-Atlantic, AAA Allied Group, AAA Oklahoma/South Dakota, and AAA Ohio Automobile Club joining, now representing nearly 7.4 million members in 13 states including Washington, D.C. We’ve created an environment where you can look forward to coming to work and interacting with compassionate people who enjoy what they do and love supporting their team. We’re dedicated to keeping our Associates fulfilled and helping them feel secure. With such a diversity of products and services, our Associates have the opportunity to fulfill customer needs while growing their own career.

So that leaves one question, are you ready to make a difference? Are you being referred to one of our roles? If so, ask your connection at AAA Club Alliance about our Associate referral process! We recognize that you don’t stop being a parent, caretaker, pet owner, or student because you’re at work. We give our Associates the option to customize their experience in order to suit their individual needs and interests. We offer a wide array of benefits that give our Associates piece of mind– even after retirement. You can learn more about our benefit offerings here. AAA Club Alliance complies with federal, state and local disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please direct your inquiries to [e-mail].