Licensed Field Insurance Agent II - Personal Lines
About The Position
AAA Northeast is hiring a Licensed Field Insurance Agent II to sell personal lines insurance products to members who contact the organization by phone, online, and at retail branches. The role involves advising members on coverage options, preparing proposals suited to their needs, developing prospects, and providing service to current and prospective insurance clients. The agent follows agency processes and regulatory requirements, works with insurance carriers and internal departments, and builds professional relationships in the community. The position is full-time at the Westwood, Massachusetts branch and is listed as first shift.
Requirements
- High school diploma or GED required.
- At least 2 years of insurance sales experience, or at least 1 year in the preceding job level, required.
- Valid Personal Lines License required upon hire.
- Valid Life Insurance License required within 1 year.
Nice To Haves
- Associate's degree preferred.
Responsibilities
- Sell insurance products and services, 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 for 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 errors and omissions exposure.
- Develop 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.
- Gain knowledge of AAA Northeast membership and its benefits to offer and sell to clients.
Benefits
- Medical coverage with employer contributions covering up to 93% of the premium cost, plus dental and vision options.
- 401(k) retirement plan with a 6% company match; contributions are fully vested and made every pay period.
- Three weeks of vacation, 12 holidays, and 8 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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
