AAA Northern California, Nevada & Utah

Events

• Soliciting new business and serving existing insured Members
• Retaining policies and participating in promotions, events, marketing activities
• Guiding Members in the purchase of appropriate products and coverage under limited managerial supervision
• Meeting or exceeding sales targets as defined in the sales incentive plan

P&C Insurance Sales Agents

• Uses sales techniques and strong product knowledge to identify customer-specific needs to generate new sales, retain existing insureds and grow our overall insurance book of business.
• Works to meet or exceed targets as defined in the sales incentive plan and as assigned by the Insurance Agent’s manager.
• Conducts an insurance review for clients to identify a range of suitable products. Uses provided tools and applicable underwriting guidelines to assess risk, recommend appropriate products and related coverage, quote, bind and issue policies.
• Establishes rapport with the insured that enhances the member’s affinity to the AAA brand and results in greater member satisfaction and loyalty.
• Proactively solicits and markets to business and/or community events, performs outbound calling, works marketing lists, and cross-sells/up-sells new and existing customers.
• Responds to customer inquiries and requests relating to insurance products and membership.
• Researches and resolves complex customer service issues. Often assists the insured in initiating the first notice of loss on claims.

P&C Insurance Sales Agent

• Uses sales techniques and strong product knowledge to identify customer-specific needs to generate new sales, retain existing insureds and grow our overall insurance book of business.
• Effectively overcomes objections to close the sale and/or retain the insured.
• Works to meet or exceed targets as defined in the sales incentive plan and as assigned by the Insurance Agent’s manager.
• Conducts an insurance review for clients to identify a range of suitable products. Uses provided tools and applicable underwriting guidelines to assess risk, recommend appropriate products and related coverage, quote, bind and issue policies.
• Establishes rapport with the insured that enhances the member’s affinity to the AAA brand and results in greater member satisfaction and loyalty.
• Proactively solicits and markets to business and/or community events, performs outbound calling, works marketing lists, and cross-sells/up-sells new and existing customers.
• Responds to customer inquiries and requests relating to insurance products and membership.
• Researches and resolves complex customer service issues. Often assists the insured in initiating the first notice of loss on claims.

• Uses sales techniques and strong product knowledge to identify customer-specific needs to generate new sales, retain existing insureds and grow our overall insurance book of business.
• Works to meet or exceed targets as defined in the sales incentive plan and as assigned by the Insurance Agent’s manager.
• Conducts an insurance review for clients to identify a range of suitable products.
• Establishes rapport with the insured that enhances the member’s affinity to the AAA brand and results in greater member satisfaction and loyalty.
• Proactively solicits and markets to business and/or community events, performs outbound calling, works marketing lists, and cross-sells/up-sells new and existing customers.
• Responds to customer inquiries and requests relating to insurance products and membership.
• Researches and resolves complex customer service issues.

Onsite P&C Insurance Sales Agents

• Uses sales techniques and strong product knowledge to identify customer-specific needs to generate new sales, retain existing insureds and grow our overall insurance book of business.
• Effectively overcomes objections to close the sale and/or retain the insured.
• Works to meet or exceed targets as defined in the sales incentive plan and as assigned by the Insurance Agent’s manager.
• Conducts an insurance review for clients to identify a range of suitable products.
• Uses provided tools and applicable underwriting guidelines to assess risk, recommend appropriate products and related coverage, quote, bind and issue policies.
• Establishes rapport with the insured that enhances the member’s affinity to the AAA brand and results in greater member satisfaction and loyalty.
• Proactively solicits and markets to business and/or community events, performs outbound calling, works marketing lists, and cross-sells/up-sells new and existing customers.
• Responds to customer inquiries and requests relating to insurance products and membership.
• Researches and resolves complex customer service issues. Often assists the insured in initiating the first notice of loss on claims.

Insurance

• Use sales techniques to proactively offer valuable AAA products and services and generate new sales to prospective and current members
• Conducts an insurance review to identify a range of suitable products; uses provided tools and applicable underwriting guidelines to assess risk, recommend appropriate products and related coverage, quite, bind, and issue policies
• Exceed member expectations in a structured, goal-oriented sales environment
• Consistently provides a sales experience that enhances the member’s affinity to the AAA brand and results in greater member satisfaction and loyalty
• Proactively solicits new insurance sales by handling inbound calls, performing outbound calls, working marketing lists, and cross-selling/up-selling new and existing members

Licensed Insurance Sales Agent

• Uses sales techniques and strong product knowledge to identify customer-specific needs to generate new sales, retain existing insureds and grow our overall insurance book of business.
• Effectively overcomes objections to close the sale and/or retain the insured.
• Works to meet or exceed targets as defined in the sales incentive plan and as assigned by the Insurance Agent’s manager.
• Conducts an insurance review for clients to identify a range of suitable products.
• Uses provided tools and applicable underwriting guidelines to assess risk, recommend appropriate products and related coverage, quote, bind and issue policies.
• Establishes rapport with the insured that enhances the member’s affinity to the AAA brand and results in greater member satisfaction and loyalty.
• Proactively solicits and markets to business and/or community events, performs outbound calling, works marketing lists, and cross-sells/up-sells new and existing customers.
• Responds to customer inquiries and requests relating to insurance products and membership.
• Researches and resolves complex customer service issues.

• Serve Members by selling them Property & Casualty, Life, and Roadside Assistance insurance that meets their needs.
• Accountable for achieving assigned sales goals while providing an exceptional Member experience.
• Solicit new business, serve existing insured Members, and retain policies.
• Participate in promotions, events, marketing activities, and cross-sell all AAA insurance products.
• Conduct insurance reviews for clients to identify a range of suitable products.
• Establish rapport with the insured to enhance the member’s affinity to the AAA brand and increase satisfaction and loyalty.
• Proactively solicit and market to business and community events, perform outbound calling, and work marketing lists.

Sales

• Sells International & Domestic vacation packages, cruises, tours, hotel, car rental, rail and air travel.
• Researches, evaluates and compares appropriate AAA Travel Partner packages to match up with member needs for the purpose of “delivering exceptional member experiences” in every transaction.
• Stays current with world events and latest travel industry developments and trends, and provides relevant information to members.
• Processes and interprets travel documents for members purchasing travel products with AAA and inform them of governmental requirements.
• Initiates contact with members and past customers to prospect for new business and encourages repeat business.
• Cross-sells products and services (e.g., insurance (P&C, Life), new membership accounts, etc.).

Travel Sales Advisor

Account Executive

• Work within a defined geographic territory to close sales, win business, and reach sales goals: Close sales by daily customer visits recommending the right solutions to help our Members understand the security needs for their homes.
• Achieve personal monthly quota goals as assigned.
• Identify new customers and sales strategy to meet targets that promote long-term profitability.
• Create sales leads through a CRM system.
• Follow upon all leads and communicate via in person, phone and emails to all clients.
• Complete End to end sales including scheduling Installations to ensure the Member is provided excellent service from start to finish.
• Develop & implement strategies for customer relationship and retention as well as market share growth: Participate in vendor and sales training.
• Generate new lead sources via business relationships and development (i.e. realtors, new home builds, HOA etc).

Outside Sales Consultant, Smart Home

• Use sales techniques to proactively offer valuable AAA products and services and generate new sales to prospective and current members
• Conducts an insurance review to identify a range of suitable products; uses provided tools and applicable underwriting guidelines to assess risk, recommend appropriate products and related coverage, quote, bind, and issue policies
• Exceed member expectations in a structured, goal-oriented sales environment
• Consistently provides a sales experience that enhances the member’s affinity to the AAA brand and results in greater member satisfaction and loyalty
• Proactively solicits new insurance sales by handling inbound calls, performing outbound calls, working marketing lists, and cross-selling/up-selling new and existing members

Insurance Sales Agent

• Proactively retain members by engaging with internal team members who have members considering policy cancellations.
• Leverage your expertise in Third Party Carrier sales and sales platforms to offer competitive products via Epic Quotes, aiming to prevent CSAA policy cancellations and rewrite policies within the MWG Agency to ensure continued service excellence.
• Consistently deliver a solution-oriented service experience that enhances member loyalty and satisfaction with the AAA brand.
• Conduct in-depth reviews with members to identify their specific needs and maximize value.
• Assess risk using provided tools and underwriting guidelines, then recommend, quote, bind, and issue appropriate policies within the MWG footprint.
• Explain the value proposition and address objections to save the member and retain them within the MWG Agency.
• Follow established protocols for handling cancellation calls and warm transfers, prioritizing saving policies with CSAA first.
• Ensure accurate and timely tracking of all customer interactions and actions taken.
• Identify opportunities for process improvement, propose effective solutions, and implement best practices to enhance the overall member experience.

P&C Insurance Sales Agents

P&C Insurance Sales Agent

P&C Insurance Sales Agent

Onsite P&C Insurance Sales Agents

P&C Insurance Sales Agents

P&C Insurance Sales Agents

Licensed Insurance Sales Agent

P&C Insurance Sales Agents

P&C Insurance Sales Agents

Travel Sales Advisor

Outside Sales Consultant, Smart Home

Insurance Sales Agent

Licensed Insurance Retention Agent