Field Insurance Agent I
About The Position
AAA Northeast is hiring a Field Insurance Agent to sell personal lines insurance products to members who contact the organization by phone, online, and at retail branches. The role includes paid training and coverage of training and licensing costs to obtain a Personal Lines Insurance License within 30 days. Once licensed, the agent supports members by identifying suitable coverage, presenting proposals, developing sales leads, and providing service throughout the insurance process. The agent works with insurance carriers and internal teams to quote and bind coverage, process payments, follow agency procedures, and reduce errors and omissions. The position also involves building relationships with members and community partners, learning about AAA Northeast membership benefits, and developing general knowledge of Life products for referrals to licensed agents.
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.
- Provide members with product and premium proposals that best fit their needs.
- Develop leads and prospects by responding to referrals in a timely manner.
- 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 departments to minimize error and omission 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 broaden community knowledge of its products and services.
- Learn about AAA Northeast membership and its benefits to offer and sell them to clients.
Benefits
- Paid training and coverage of training and licensing costs.
- Medical coverage with employer contributions covering up to 93% of the premium cost.
- 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.
- Up to $625 in wellness incentives.
- Up to $6,000 in tuition reimbursement.
- Annual bonus opportunities and, for certain roles, additional monthly and/or quarterly incentive compensation.
- Ongoing training and career development opportunities.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
