AAA Western and Central New York · 1 month ago
Insurance Advisor (Branch, Base + Incentive Opportunity)
Rochester, NY
Full-time
Onsite
New Grad, Entry Level
$21/hr - $23/hrAAA Western and Central New York is committed to providing a satisfying experience for its members. The Insurance Advisor role involves selling insurance products, recommending bundled policies, and ensuring compliance with industry regulations while maintaining high customer service standards.
Consumer Services
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
Qualification
Required
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
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
Benefits
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
Company
AAA Western and Central New York
We are an iconic American organization that’s been around since before you can remember.
Founded in 1900
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Tony Spada
President and CEO
Adam Winkworth, MBA, SHRM-CP, FPC
Senior Human Resources Business Partner
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