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AAA Mid Atlantic Insurance Account Specialist in Lexington, United States

This position is responsible for providing assistance to Insurance Sales Agent regarding management and processing of new and renewal lines business. Supports the Insurance Sales Agent to enable them to reach a high level of production and provide exceptional customer service to clients. Responsible for maintenance of personal lines accounts in assigned territory.

The primary duties of the Insurance Account Specialist are:

  • Coordinate expirations with Insurance Sales Agent to obtain renewal and/or new business information. Maintain renewal file in conjunction with original writing agent.

  • Actively remarket renewal business to increase market retention ratio. Including outbound calling current policyholders, appointment setting and account review.

  • Keep current on industry trends and carrier information.

  • Receive phone calls from clients and companies regarding coverage, claims, billing or administrative issues, and comply with the request and/or refer to the Insurance Sales Agent as necessary.

  • Maintain a suspense system to follow up on outstanding orders, correspondence, reports, and follow up on overdue and suspense items.

  • At the direction of Insurance Sales Agent, prepare company submissions for new and renewal quotes.

  • Maintain open line of communication with Insurance Sales Agent on all account activity.

  • Maintain electronic files in an orderly, up-to-date manner in EPIC.

  • Other duties as assigned.

Advantages to working with AAA:

  • A challenging and stimulating career that provides growth and development

  • An outstanding portfolio of products. We work with some of the top Insurance carriers in the country like CSAA, Progressive and Travelers

  • Ability to network in the community to help you build your book of business

  • Base salary plus monthly commissions with an unlimited earning potential

  • Corporate lead generation system

  • Paid training program

  • Corporate sponsored marketing initiatives

  • Ongoing management support and sales coaching

Minimum Qualifications:

  • High school diploma or equivalent; Associate’s degree preferred.

  • 2 – 4 years insurance experience in the business line in which the position provides service (i.e. commercial, personal, benefits).

  • Active insurance license in good standing per state requirements (based on role). Complete state required CE in a timely manner.

  • Effective organizational skills and the ability to multi-task in a fast-paced environment with a sense of urgency.

  • Effective oral and written communication skills.

  • Ability to work independently as well as a member of a team.

  • Excellent time management skills with the ability to prioritize assigned tasks and special projects as needed.

  • Attention to detail.

  • Ability to maintain client confidentiality and be cognizant of time sensitive activities and situations.

  • Familiarity with and follow agency E&O guidelines and follow agency policies and procedures.

  • Proficiency in Microsoft Word, Excel, PowerPoint, Outlook.

  • Ability to work in a fast-paced, demanding and often intense environment which operates on strict deadlines in order to conduct business.

  • Reliable and present during scheduled business hours.

To the qualified candidate, we offer:

  • A competitive salary

  • Over 3 weeks of Paid Time Off accrued during the first year of employment

  • Paid Holidays

  • 401(k) plan with employer match

  • Health & Life Insurance

  • Tuition reimbursement

  • Complimentary AAA Premier level membership (inclusive of product & service discounts)

Typically works in an office environment with adequate lighting, air conditioning, heating, and normal range of noise level.

Minimal physical effort is required. Work is mostly sedentary but does require walking and/or standing; minimal lifting and/or carrying objects that typically weigh less than 20 lbs.

May, on occasion, travel to local client and carrier locations as well as out of town travel.


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If you have the qualities and skills described, apply today to become a part of our growing team!

To learn more about our company and the position, please visit Our Company Website, AAAClubAlliance.jobs.

To see what it is like to work at AAA Club Alliance, check out our Day In The Life Videos on the Company Website.

At AAA Club Alliance, we’ve been driven for more than 100 years to provide our members with superior roadside assistance, personal service, and peace of mind. This same commitment to a life well-lived has earned AAA Club Alliance the reputation as a great place to work. Our people tell us it’s the company’s positive work/life balance, the dynamic team environment, excellent benefits, and strong customer focus that keep them happy; their ideas are respected and valued. And, perhaps most important of all, they get to make a difference every day.

AAA Club Alliance Inc. is committed to provide a safe and professional work environment. EOE/M/F/D/V

This Organization participates in E-Verify.

Right to Work

Applicants have rights under Federal Employment Laws:

The Equal Employment Opportunity (EEO)

The Employee Polygraph Protection Act (EPPA)

The Family and Medical Leave Act (FMLA)

Applicants have rights under State and Local Employment Laws:


Arizona Law Prohibits Discrimination in Employment


Discrimination and Harassment in Employment are prohibited by Law


Pregnant Workers Fairness Act


Discrimination in Employment is Prohibited

New Jersey

New Jersey Law Prohibits Discrimination in Employment


Employment Provisions of the Pennsylvania Human Relations Act

Philadelphia Employment Discrimination

Philadelphia Ban the Box

Job Category:


AAA Club Alliance is the result of AAA Mid-Atlantic, AAA Allied Group, and AAA Oklahoma/South Dakota joining, now representing nearly six million members in 13 states and Washington, DC. We are always looking for talented people who will commit with us to provide exceptional service, peace of mind and savings to our Members. Our Associates make the difference each day in the lives of our Members. We encourage you to learn more about us and apply to positions for which you are interested and qualified. New positions are posted daily, check back often! Click on the Careers Home page to follow us on LinkedIn, Twitter, and Facebook and to join our Talent Network.

AAA Club Alliance complies with federal, state and local disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please direct your inquiries to jobs@aaamidatlantic.com.