Licensed Insurance Sales and Service Specialist - P&C
Job Description
Join AAA Minneapolis Insurance Agency, a distinguished name in the insurance industry, where innovation meets personalized service. This hybrid role is ideal for a licensed insurance professional who thrives in both service and sales environments. The Insurance Sales & Service Specialist provides exceptional customer service to existing clients by responding to insurance-related inquiries, processing policy changes, and guiding clients through billing, claims, and coverage options. In addition to service responsibilities, this individual is expected to transition calls into consultative sales opportunities, conduct Personal Insurance Reviews, and help clients better understand their insurance needs.
Are you newly licensed in the insurance industry? Great, your base salary will start around $48,000 and first-year commissions and bonus are expected to be around $20,000
Are you an experienced insurance sales veteran looking for a change of scenery? Your base salary will start around $55,000 and our top earners made $30,000 in commission and bonus last year.
Benefits
- Paid Time Off (PTO)
- Work from Home
- Flexible Schedule
- Health Insurance
- Dental Insurance
- Vision Insurance
- Mon-Fri Schedule
- Hands on Training
- Parental Leave
- Disability Insurance
- Life Insurance
- Career Growth Opportunities
- Retirement Plan
Responsibilities
- Handle inbound calls and inquiries related to billing, coverage, claims, and policy changes while delivering exceptional customer service that aligns with AAA standards.
- Transition service conversations into consultative sales opportunities by identifying coverage gaps and recommending additional insurance products across auto, home, umbrella, and life lines.
- Conduct Personal Insurance Reviews on all qualifying service interactions to ensure clients have adequate and up-to-date protection.
- Accurately process policy endorsements, cancellations, reinstatements, and other account changes, maintaining detailed documentation in the agency management system.
- Meet or exceed performance metrics related to cross-selling, customer retention, and quality assurance through proactive client engagement and timely follow-ups.
Requirements
- Property & Casualty insurance license required. Life and Health preferred
- Strong interpersonal, presentation and communication skills via phone, email & in person
- Solid analytical and problem-solving skills
- Strong knowledge in sales & service techniques