Insurance Agent

This role is responsible for prospecting and selling policies and packages customized to meet the needs of our members and customers through member and internet lead calls while complying with carrier underwriting guidelines, agency policies and procedures, and state regulations.

Working onsite at our headquarters in Factoria (Bellevue) five days a week until consistent productivity goals are met. Most team members reach this milestone within 12 to 18 months, at which point remote work may become an option.

At AAA Washington, we equip our members with trusted service and expertise to confidently travel through life. We provide best‑in‑class roadside assistance, discounts and rewards, travel services, and insurance. For nearly 120 years, we’ve served our members, not shareholders, so our growth supports innovation for the Club today and for the future. We encourage employees to bring their full self to work and support applicants from all backgrounds, abilities, and walks of life.

You’ll play an important role in bringing AAA Washington’s spirit of service and peace of mind to our membership. Consistently ranked as one of the Best Places to Work by the Puget Sound Business Journal, we aim for work‑life balance across the organization. We support hybrid and remote work options for many positions based in our corporate office (Bellevue, Washington) along with some of the best benefits in the region.

• Sell and recommend 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.
• Document and submit all applications timely in accordance with insurance carrier guidelines, agency policies and procedures, and state regulations.
• Perform appropriate follow‑up calls and renewal reviews to meet agency retention standards.
• Consistently meet and exceed personal sales goal and contribute to the agency sales goals.

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

• 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, and gain trust to generate referrals/lead opportunities in addition to leads generated by AAA Washington.
• Knowledge of sales techniques, prospecting systems, and CRMs like Salesforce.
• Experience in insurance sales or customer service with knowledge of EPIC, comparative raters, and carrier guidelines a plus.

• Develop knowledge of personal and commercial lines and life insurance including fundamental principles, underwriting, risk selection, and policy provisions for all agency carriers.
• Ability to type and working knowledge of computers, MS Suite and the internet; competency using agency & carrier applications and systems.
• Communicate clearly and professionally both verbally and in writing, with effective listening skills.
• Strong sense of urgency and willingness to take extra measures when solving problems and getting work completed.
• Use appropriate interpersonal styles to reduce tension or conflict, relate positively to people in stressful situations, and remain calm under pressure.
• 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.
• Make timely and sound decisions, understanding impact and implications, and provide…