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AAA Washington · 9 hours ago

Insurance Agent

Lynnwood, WA

Full-time

Hybrid

Entry Level

$25.30/hr - $30.35/hr

1+ years exp

AAA Washington is a reputable organization providing trusted services and expertise for nearly 120 years. The Insurance Agent role involves prospecting and selling customized insurance policies while ensuring compliance with underwriting guidelines and agency procedures.

Consumer Services

No H1B

Responsibilities

Sell and make recommendations on all insurance products offered by the carriers represented by AAA Insurance Agency

Develop sales opportunities through the use of the Lead Management, Membership system, and other lead sources while increasing overall sales and the percentage of member households purchasing AAA Insurance products

Respond to all quote requests in a timely manner according to agency procedures

Identify, evaluate, and provide resolutions to customer’s insurance needs

Ensure that all business is underwritten correctly and placed in the appropriate markets according to the risk involved in order to maintain an acceptable loss ratio

Ensure that company Agency Management System and carrier system is appropriately documented and all applications are complete and submitted on a timely basis in accordance with insurance carrier guidelines, agency policies and procedures, as well as state regulations

Perform appropriate follow-up calls and renewal reviews to meet agency retention standards

Demonstrate the ability to consistently meet and exceed personal sales goal and contribute to the agency sales goals

Qualification

Washington State Insurance LicenseInsurance Sales ExperienceSales TechniquesCRM ProficiencyCommunication SkillsProblem SolvingTeam Collaboration

Required

Possess or willing to obtain a Washington State Property, Casualty, Life and Disability Insurance license

High School Diploma or equivalent

Developing knowledge of personal and commercial lines and life insurance including fundamental insurance principles, underwriting and risk selection, and policy provisions and coverage for all agency carriers

Ability to type and working knowledge of computers, MS Suite and the internet

Competency using agency & carrier applications and systems

Ability to communicate clearly and professionally both verbally, one on one and in group presentation, in writing, and utilizing effective listening skills

A strong sense of urgency and willingness to take extra measures when solving problems and getting work completed

Ability to use appropriate interpersonal styles and methods to reduce tension or conflict, relate positively to people in stressful situations, and remain calm under pressure

Ability to address multiple demands and adjust style and approach to suit situations that involve rapidly changing tasks, shifting priorities, simultaneous demands or transitions into new assignments

Able to make timely and sound decisions, understanding the impact and implications and providing feedback on outcomes

Willing to take extra measures and independent action to solve problems and get work done when the situation calls for it while holding self and others accountable

Skill in working as part of a team, collaborating with colleagues, establishing rapport and gaining the trust of others

Models a high standard of quality and commitment to serving the public to include building strong relationships with members inside and outside the organization while developing trust and credibility with the members

Preferred

Proven ability to perform to goal with a track record of meeting or exceeding goals

Successful track record of growth including both outbound and inbound sales prospecting with ability to ask for and close a sale

Ability to foster relationships, network, gain trust will generate referrals/lead opportunities in addition to leads generated by AAA Washington

Knowledge of sales techniques, prospecting systems, CRMs like Salesforce

Experience in insurance sales or customer service with knowledge of EPIC, comparative raters, and carrier guidelines a plus

Class A Agents typically have 2+ years' experience in sales (not retail) or sales management or 1+ years' experience in an insurance agency and are assigned a book value expectation of under $100,000