Membership & Insurance Sales Specialist

AAA Auto Club Enterprises; Lee's Summit (MO); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Health coverage for medical, dental, &

401(K) with company match & Pension

Tuition assistance

Floating holidays & PTO for volunteer/

Job summary

AAA Auto Club Enterprises is seeking a Sales Agent to drive insurance and membership sales, conducting a needs analysis to guide member decisions. The role focuses on offsite engagement, prospecting, and presenting Club products while ensuring accurate documentation and adherence to underwriting guidelines.

Responsibility includes servicing members, processing policy changes, and maintaining relationships for retention and referrals.

Qualifications

• Bachelor's level 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 including Word and Excel required.
• Demonstrated competitive and persistent nature preferred.
• Strong organizational skills required.
• Ability to prioritize tasks and assignments.

Responsibilities

• Sell insurance products and memberships and achieve production targets.
• Develop a sales strategy and prospect for opportunities.
• Conduct needs analyses to quote rates and qualify applicants.
• Inspect vehicles or property and complete underwriting documentation.
• Provide service via in-person, phone, email or correspondence.
• Process changes for existing policies and member records.
• Refer cross-sell opportunities and maintain high retention.

Skills

Advanced oral and written comms

Microsoft Office (Word & Excel)

Education

Bachelor's Equivalency combined with experience

Tools

Microsoft Office

Job description

AAA Auto Club Enterprises is seeking a Sales Agent to drive insurance and membership sales, conducting a needs analysis to guide member decisions. The role focuses on offsite engagement, prospecting, and presenting Club products while ensuring accurate documentation and adherence to underwriting guidelines.

Responsibility includes servicing members, processing policy changes, and maintaining relationships for retention and referrals.