Hybrid Insurance Sales Licensing & Operations Lead en AAA Washington

INSURANCE SALES LICENSING & OPERATIONS LEAD

WHAT YOU’LL DO:

This role is responsible for providing management of carrier appointments, agent licensing, and administrative support to both internal and external customers within the insurance sales agency business line.

WHO WE ARE: 

At AAA Washington, we equip our members with trusted service and expertise to confidently travel through life. We provide our members with 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. Seeking to reflect the communities we serve and create an inclusive culture, we encourage employees to bring their full self to work and support applicants from all backgrounds, abilities and walks of life to apply

WHY YOU’LL LOVE WORKING AT AAA WASHINGTON:

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 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!

ESSENTIAL DUTIES/RESPONSIBILITIES:

• Collaborates and connects with various stakeholders such as Insurance and Travel Leadership.

• Updates intranet online documentation with insurance industry changes and new reference materials.

• Processes Insurance Licensing internal requests including business cards, password management, code requests and carrier policy verification requests.

• Manages the Insurance Agent licensing process so that agents meet all requirements to sell P&C and L&D insurance.

• Manages all insurance carrier appointments for admitted and non-admitted carrier appointments within the agency.

• Manages Insurance Agent carrier onboarding/offboarding processes, including carrier appointments, affiliations, and agency codes.

• Responsible for managing agent license renewals, issuing continuing education vouchers, and non-resident licensing.

• Manages resident and non-resident Agency licenses; making sure AAAWA stays in compliance with WAOIC and other state regulations.

• Works with the Sales Senior Leadership to manage Carrier Marketing representatives/Territory managers to ensure contacts are up to date.

• Responsible for general office administration tasks, such as calendar management, building presentations, ordering office supplies, and file maintenance.

• Responsible for Sales event coordination.

• Contributes to a positive team dynamic through respectful interactions, positive contributions, and active collaboration to achieve department and organizational goals.

• Incorporates AAA’s vision, mission and values in day-to-day activities and behaviors; guides and motivates others to remain committed to AAA’s vision mission and values.

SUPERVISORY RESPONSIBILITIES:

• This job does not have supervisory responsibility.

MINIMUM QUALIFICATIONS:

• High School diploma or GED

• 2+ years’ experience in office support or administrative role

• 2+ years’ experience in an insurance agency administrative role

PREFERRED QUALIFICATIONS:

• Associate Degree in business, accounting, or similar field

CERTIFICATES, LICENSES, REGISTRATIONS:

• Active WA State Property & Casualty Insurance license (preferred)

KNOWLEDGE, SKILLS, ABILITIES:

• Knowledgeable of current insurance regulations and insurance industry developments with Washington Office of the Insurance Commissioner

• Competent in MS Office, including Excel, and navigating the internet.

• Ability to handle confidential documents and information.

• Ability to address multiple demands and competing priorities in a changing environment.

• Skilled at working independently; able to prioritize and complete assignments with minimal direction.

• Skilled in handling urgent situations professionally and willing to take extra measures when solving problems.

• Ability to communicate clearly and professionally both verbally and in writing, including effective use of listening skills.

• Ability to establish and maintain cooperative working relationships.

SALARY:

• Hiring Range: $28.83 - $34.57 per hour

• Full Pay Band for the Role: $28.83 - $40.36 per hour

   

• Actual pay will be based on factors such as experience, skills, and internal equity.

BENEFITS WE OFFER:

• Health insurance (medical, vision, dental and prescription drug)  

• Up to 22 days of Paid Time Off (PTO) in the first year

• Eleven paid holidays in addition to PTO

• 401(k) with Employer Match  

• Life, Short-Term Disability and Long-Term Disability insurance  

• Flexible Spending Accounts  

• 4 Hours of Volunteer Time Off per year  

• On-Demand Pay / Earned Wage Access 

• Free Premier RV AAA Washington Membership  

• Travel, Insurance, and Membership Discounts and Perks  

• Paid, on-going training throughout your career  

• THRIVE wellness program  

• Tax-advantaged commuter benefit  

• Free parking  

• Financial Literacy Education 

WORK ENVIRONMENT & PHYSICAL DEMANDS:

• Hybrid work from home and office required (typically 2 days in office / 3 days remote).

• The physical environment is typical of a standard office space.  It requires the employee to work inside for the duration of work.  Must be able to remain in a stationary position, sitting for more than 50% of the time. This position will require occasionally moving about inside the office to access equipment, cabinets, etc. May work around office equipment which could be noisy, such as copiers and fax machines. 

OTHER:

• Equipment used: Computer, phone, various virtual technologies and programs, other office equipment.

• Travel: Rarely Travel

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required.

DISCLAIMER:

Position/Job characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.