Commercial Insurance Outside Sales Advisor

AAA Western and Central New York Careers•Williamsville, NY

2d•$62,500 - $65,000

About The Position

At AAA Western and Central New York, our Associates are committed to providing our members with a totally satisfying experience. Therefore, we seek Associates who are dedicated to this purpose, people who truly demonstrate compassion, empathy and unsurpassed service. These are the people that help us create a loyal membership base that strengthens our mission—to be our members’ most trusted provider of high quality automotive, travel, insurance and other relevant products and services that offer safety, security, peace of mind, value and convenience. AAA Western and Central New York is regularly recognized as one of the best & healthiest places to work in the WNY & CNY area. In addition to a market competitive salary, Associates are eligible for a wide selection of benefits (dependent upon position) including: Medical, Dental, Life and AD&D Insurance Flexible work schedules Pre-Tax & Roth 401(k) plan with company match Health Spending Accounts with company contribution & Flexible Spending Accounts Company Paid Short-term & Long-term disability Paid time off Tuition reimbursement & company-paid training programs FREE AAA membership & travel / product discounts Paid Volunteer Time Off

Requirements

Responsible to obtain and maintain the required license or certification in an active status
Strong ability to build and maintain client relationships with business owners and decision-makers.
Comfortable working in a performance-driven environment with clear sales targets.
Reliable transportation & ability to travel locally to meet with clients, attend networking events, and engage in business development activities
Ability to work evenings, weekends, & events as required by business need/Leadership directive.
Proficiency in using CRM systems and other digital software for managing leads and tracking progress.
Strong communication and negotiation skills to engage business owners and decision-makers effectively.
Ability to navigate and learn multiple carrier platforms (typically 12–20 applications) to quote, bind, and manage policies efficiently.
Ability to display working knowledge of carrier offerings, processes and requirements.
Ability to operate independently and display proficiency in minimization of errors and problem solving.
Ability to perform routine office tasks that includes operating a computer for long periods of time, sitting, filing and communicating on the phone
Ability to perform all physical functions consistent with travel including sitting in airplanes and driving for long periods of time
Must be able to lift, carry, push, pull a maximum of 30 lbs

Responsibilities

New Business Revenue Generate new business by actively identifying, targeting, and converting small and middle-market commercial prospects across multiple industries. Meet or exceed annual new business premium and revenue targets and continuously promote all Club products/services.
Pipeline Management Engage business owners and decision-makers to assess risk, understand exposures, and recommend tailored insurance solutions. Build and maintain a robust pipeline through networking, referrals, COIs, community involvement, digital outreach, and cold prospecting. Find opportunities within our current memberships to cross sell and add value with Commercial lines opportunities. Accurately document all activities in CRM and AMS for forecasting and compliance. Meet and exceed activity expectations to develop a deep pipeline that will lead to new business opportunities.
Sales Planning & Execution Develop and execute a personal sales plan aligned with agency growth objectives. Collaborate with internal teams to ensure accurate quotes, timely policy delivery, and adherence to underwriting guidelines.
Relationship Management & Retention Deliver exceptional service to clients, ensuring coverage meets evolving needs. Stay informed on industry trends and carrier products to provide expert guidance. Identify opportunities for cross-selling and upselling to maximize account value. Ensure annual retention targets are met and/or exceeded.