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About the Role
AAA Western and Central New York seeks dedicated individuals who demonstrate compassion, empathy, and unsurpassed service to provide a totally satisfying experience for our members. We aim to be our members' most trusted provider of high quality automotive, travel, insurance, and other relevant products and services.
Responsibilities
- Serve as the primary point of contact for personal lines clients, addressing inquiries, policy changes, and issues.
- Develop and maintain strong relationships with clients to ensure their insurance needs are met.
- Educate clients on various personal insurance products and recommend suitable coverage options.
- Handle the issuance and renewal of personal insurance policies.
- Ensure timely processing of policy applications, payments, and certificates of insurance.
- Review and prepare insurance proposals and policy renewals.
- Maintain detailed records of client interactions and policy updates in CRM or agency management software.
- Assist clients in filing insurance claims and provide guidance throughout the claims process.
- Review renewal accounts and present alternate coverage or carrier options.
- Contribute to agency growth while maintaining service responsibilities.
- Identify cross-sell, upsell, and account rounding opportunities.
- Support new business development efforts by providing product expertise, quoting support, and onboarding assistance.
- Independently write new personal lines business where appropriate.
- Maintain productive relationships with personal lines carriers.
- Collaborate with the producer/principal and sales team on shared opportunities, overflow leads, or complex placements.
- Maintain high standards of accuracy, compliance, and operational integrity.
- Conduct ongoing review of policies and accounts to identify gaps in coverage, errors, or opportunities for improved protection.
- Ensure transactions comply with carrier underwriting guidelines, regulatory requirements, and internal procedures.
- Stay current on regulatory changes, carrier updates, and agency workflows.
Requirements
- 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 manage multiple clients and priorities in a fast-paced environment, while operating independently and displaying advanced level of proficiency in minimization of errors & problem solving.
- 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.
- Ability to remain effective under pressure during high-volume periods, resolve problems promptly, and de-escalate member concerns.
- 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.
Skills
- Client Management
- Policy Management
- Sales Support
- New Business Development
- Quality Assurance
- Compliance
- Communication
- Problem Solving
- Multitasking
Location
- WNY
- CNY
Work Type
- Full-time
Experience Level
- Advanced level of proficiency
Salary/Compensations
- $26.09/hr - $28.50/hr + Incentive Opportunity
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
About the Company
- AAA Western and Central New York is regularly recognized as one of the best & healthiest places to work in the WNY & CNY area.
Equal Opportunity
- This position does not offer visa sponsorship now or in the future.