Field Insurance Agent I

AAA Northeast•West Springfield, MA
•$25 - $30•Onsite

About The Position

AAA Northeast is hiring a Field Insurance Agent I to sell personal lines insurance products to members who contact the organization by phone, online, and in retail branches. The role provides training and covers the costs required to obtain a Personal Lines Insurance License. Once licensed, the agent serves members, develops sales opportunities, and works with insurance carriers and internal departments in a fast-paced environment. The position is based at the West Springfield, Massachusetts branch and is listed as full-time, first shift.

Requirements

  • High school diploma or GED required.
  • At least 2 years of sales or customer service experience required.
  • Personal Lines Insurance License required within 30 days.

Nice To Haves

  • Associate’s degree preferred.
  • Insurance sales experience preferred.
  • Outbound or cold-calling experience strongly preferred.
  • Life License preferred.

Responsibilities

  • Sell insurance products and services while meeting or exceeding sales goals.
  • Interact with members in person at the branch, over the phone, and online.
  • Compile coverage and rating information and confirm insurer underwriting criteria, coverage, and premium data.
  • Present product and premium proposals that fit members’ needs.
  • Develop leads and prospects by responding to referrals promptly.
  • Participate in sales programs and maintain prospect files in the CRM system.
  • Develop general knowledge of Life products to make referrals to licensed agents.
  • Develop familiarity with insurance carrier products, services, technology, and processes.
  • Follow agency processes and procedures for quoting and binding coverage and processing member payments.
  • Work with Quality Assurance and Underwriting to minimize errors-and-omissions exposures.
  • Gain general knowledge of insurance practices, including the scope of an agent’s authority.
  • Provide AAA Five Diamond service to current and prospective AAA Insurance clients.
  • Service new insurance accounts by processing payments, researching underwriting criteria, and acting as a liaison with insurance companies.
  • Build professional relationships with clients, insurance company representatives, dealerships, real estate agents, and others to support AAA Insurance and increase community awareness of its products and services.
  • Learn about AAA Northeast membership and its benefits to offer and sell them to clients.

Benefits

  • Medical coverage with employer contributions covering up to 93% of premium costs.
  • Dental and vision options.
  • 401(k) plan with a 6% company match; contributions are fully vested and made every pay period.
  • Three weeks of vacation.
  • 12 holidays.
  • Eight sick days.
  • 48 hours of volunteer time annually.
  • Free AAA membership.
  • Insurance discounts.
  • Travel commission refund.
  • Wellness incentives of up to $625.
  • Tuition reimbursement of up to $6,000.
  • Annual bonus opportunities and, for certain roles, additional monthly and/or quarterly incentive compensation.
  • Paid training and licensing costs for Personal Lines Insurance licensing.
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