Insurance Process Specialist
AAA Mid-Atlantic•Glen Burnie, MD
•$58,043 - $76,890•Hybrid
About The Position
We are seeking a full time Insurance Process Specialist to join our Insurance Sales Process & Coaching Team! This position is a hybrid role and 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.
Requirements
- 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
- Experience in using CRM and BI tools, including Salesforce required
Nice To Haves
- Life Insurance License preferred
Responsibilities
- 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.
Benefits
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
