Insurance Sales Agent

AAA • Lees Summit, MO

3d • Hybrid

About The Position

This is an entry-level position designed to develop into a Sales Agent role. Upon successful completion of the training program, the Sales Agent Trainee will be reclassified as a Sales Agent. This role operates from a District Office and involves both onsite and offsite sales activities, including appointments and inspections as directed by the Insurance Branch Manager (IBM). The Sales Agent Trainee sells AAA memberships and insurance products in support of club growth, profitability, and service quality objectives. The position also includes educating members on AAA services and insurance products while ensuring all documentation is completed accurately, thoroughly, and in compliance with underwriting guidelines.

Requirements

• Property & Casualty (P&C) license required (or ability to obtain as required by state)
• Valid driver’s license with an acceptable driving record and proof of liability insurance
• Strong communication skills (written and verbal)
• Competitive, persistent, and results-driven mindset
• Strong organizational and time management skills
• Proficiency in Microsoft Office (Word, Excel, PowerPoint, Access)
• Ability to successfully complete background, credit check, and drug screening

Nice To Haves

• Bachelor’s degree or equivalent combination of education and experience preferred
• 1–3 years of insurance sales or service experience preferred but not required

Responsibilities

• Sell insurance products using the fundamentals of Successful Sales Calls (SSC)
• Quote rates, qualify applicants, inspect vehicles or property, and complete required documentation in accordance with underwriting guidelines
• Sell AAA memberships and promote club products and services
• Generate leads through prospecting, networking, and referrals
• Manage a pipeline of opportunities and meet or exceed production goals
• Maintain strong knowledge of AAA products, services, and underwriting procedures
• Provide exceptional customer service to support retention and member satisfaction
• Ensure proper policy rating based on underwriting guidelines and client information
• Service existing member policies in person, by phone, or through written communication
• Process policy updates, cancellations, and changes accurately
• Collect payments and maintain proper handling of company funds
• Attend required meetings, training sessions, and complete all assigned administrative tasks
• Identify cross-sell opportunities and refer business across insurance, travel, and membership lines

Benefits

• Health coverage for medical, dental, vision
• 401(K) saving plans with company match
• Pension
• Tuition assistance
• Floating holidays and PTO for community volunteer programs
• Paid parental leave
• Wellness programs
• Employee discounts (membership, insurance, travel, entertainment, services and more!)

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree