Insurance Sales Agent I - Retention (60411)
About The Position
Launch Your Insurance Career with AAA Northeast – Paid Training, Licensing, and Unlimited Growth! We’re looking for motivated sales professionals to join our team. The Retention to Sales pathway is designed to build insurance knowledge, customer service expertise, and sales confidence. Throughout your first six months, you'll gain experience in consultative selling, customer retention strategies, policy reviews and coverage analysis, carrier products and underwriting guidelines, insurance operations and book management, and CRM systems and sales pipeline management. This hybrid position offers paid training and covers all costs associated with obtaining your Personal Lines Insurance License. If you thrive in an outbound sales environment and want to grow in the insurance industry, this is your opportunity!
Requirements
- Must have a quiet, dedicated home office space
- Reliable high-speed internet connection
- High School Diploma or GED
- 2+ years sales or customer service experience
- Must obtain Personal Lines Insurance License within the first 30 days (training and exam fees covered by AAA Northeast)
Nice To Haves
- Associate's Degree preferred
- Insurance sales experience preferred
- Outbound or cold-calling experience strongly preferred
- Life License within 1 Year
Responsibilities
- Support strategic insurance retention and portfolio transition initiatives
- Contact policyholders regarding policy reviews, renewal opportunities, and available discounts
- Conduct coverage reviews with members and identify opportunities to preserve existing business
- Promote AAA Membership benefits and applicable insurance discounts
- Respond to inbound customer inquiries regarding policies and retention opportunities
- Develop familiarity with carrier products, underwriting guidelines, policy servicing, and insurance operations
- Maintain accurate customer records and documentation within CRM systems
- Sell auto insurance, homeowners' insurance, and other personal lines products to AAA members via phone and online
- Conduct outbound sales calls to prospective and existing members to promote insurance products
- Provide personalized coverage options and premium quotes
- Participate in sales programs and respond promptly to referrals
- Learn and follow carrier-specific underwriting and quoting procedures
- Ensure compliance with agency policies for quoting, binding coverage, and handling payments
- Collaborate with Underwriting and Quality Assurance to reduce risks and ensure accuracy
- Stay current on insurance regulations and best practices
- Build strong relationships with clients and industry partners
- Deliver AAA Five Diamond Service in every interaction
- Cross-sell AAA memberships and other relevant services
- Occasionally travel for training (approx. 5%)
Benefits
- Paid training
- Licensing costs covered
- Medical coverage with employer contributions covering up to 93% of the premium cost
- Dental options
- Vision options
- 6% company match on 401(k) retirement plan contribution
- 3 weeks’ vacation
- 12 holidays
- 8 sick days
- 48 hours of volunteer time annually
- Free AAA membership
- Insurance discounts
- Travel commission refund
- Up to $625 in Wellness Incentives
- Up to $6k in tuition reimbursement
- Competitive base pay
- Annual bonus opportunities
- Additional monthly and/or quarterly incentive compensation
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
