Membership and Insurance Sales Specialist

AAA

Overland Park (KS)

On-site

USD 40,000 - 60,000

Full time

8 days ago
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Benefits offered by this job

Health coverage
401K with company match and Pension
Tuition assistance
Floating holidays and PTO
Paid parental leave
Wellness programs
Employee discounts

Job summary

AAA is seeking a Sales Agent to drive insurance product and membership sales, primarily offsite, with a focus on needs-based recommendations and strong member guidance. You will quote rates, perform vehicle/property inspections when needed, and maintain accurate documentation following underwriting guidelines.

Responsibilities include servicing members via multiple channels, reviewing policies for cross-sell opportunities, and supporting retention and referrals.

Qualifications

  • Bachelor's degree or equivalent combination of education and experience preferred.
  • 1-3 years Insurance sales/service preferred.
  • Advanced oral and written communication skills required.
  • Moderate knowledge of Microsoft Office Word and Excel required.
  • Strong organization and prioritization abilities.

Responsibilities

  • Sell insurance products and memberships and develop a successful sales strategy to meet targets.
  • Conduct needs analysis to quote rates, qualify applicants, and inspect vehicles or property.
  • Provide service to members in person, by phone, email, or mail and update records.
  • Conduct policy reviews and identify cross-sell opportunities to increase retention and referrals.
  • Collect payments and maintain security of club monies and receipts.
  • Attend meetings, training and seminars for professional development.

Skills

Communication skills
Microsoft Office
Organizational skills
Prioritization
Sales experience

Education

Bachelor's degree or equivalent

Tools

Microsoft Excel
Microsoft Word
CRM software

Job description

AAA is seeking a Sales Agent to drive insurance product and membership sales, primarily offsite, with a focus on needs-based recommendations and strong member guidance. You will quote rates, perform vehicle/property inspections when needed, and maintain accurate documentation following underwriting guidelines.

Responsibilities include servicing members via multiple channels, reviewing policies for cross-sell opportunities, and supporting retention and referrals.

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