Insurance Sales Agent (Branch, Base + Incentive Opportunity)

AAA Western and Central New York Careers•Rochester, NY

1d•Onsite

About The Position

At AAA Western and Central New York, Associates are committed to providing members with a totally satisfying experience, demonstrating compassion, empathy, and unsurpassed service. This commitment helps create a loyal membership base and strengthens the mission to be 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.

Requirements

Responsible to obtain and maintain the required license or certification in an active status
Able to display working knowledge of carrier offerings, processes, and requirements
Ability to work evenings, weekends, & events as required by business need/Leadership directive
Working knowledge of computer software and ability to effectively navigate multiple systems
Must be able to resolve problems and work under pressure to diffuse member concerns
Work under pressure during periods of high volume
Ability to multitask in various areas of insurance sales and service

Responsibilities

Actively sell relevant insurance products and services during all appropriate interactions. Responsible for effectively closing sales and meeting overall monthly and annual scorecard goals.
Proactively recommend bundled insurance policies such as Auto with Home, Renters, Umbrella, etc. to grow book of business & meet the defined goals/targets.
Actively promote and sell CSAA products by leveraging in-depth knowledge of their offerings. Build strong relationships with clients to understand their needs and recommend suitable products, ensuring alignment with client requirements and company objectives.
Ensure all insurance applications, policy documents, and client records are completed accurately and in compliance with industry regulations & company standards. Regularly audit work to identify & correct errors and stay updated on changes in insurance laws & guidelines to ensure all documentation reflects current requirements. Maintain a high standard of customer service by products and industry regulations to offer the best possible advice and solutions to clients.
Offer a Club focused sales approach & continuously promote all Club products/services. Effectively sell AAA memberships to meet/exceed outlined expectations.