Jobs · Business Development · New York

Field Insurance Agent I (60110)

AAA Northeast · Yorktown Heights, NY · 1 wk ago
Business DevelopmentFull-time

About the role

Join our dynamic team at AAA Northeast as a Field Insurance Agent, where you'll inspire and motivate clients, achieve results, and enjoy comprehensive training and support in a fast-paced, rewarding environment with excellent earning potential. As a Field Insurance Agent, you will acquire the necessary knowledge to achieve licensing in Personal Lines, with all training and costs covered by AAA Northeast. Once licensed, you will sell personal lines insurance products to members who contact us over the phone, online, and in retail branches.

Responsibilities

  • Insurance Sales: 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; 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
  • Regulatory & Compliance: Develop familiarity with various insurance carrier products, services, technology and processes
  • Follow agency processes and procedures in 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
  • Member Service: Provide AAA Five Diamond service to all current and prospective AAA Insurance clients
  • Service new Insurance accounts by processing payments, researching underwriting criteria and acting as liaison with Insurance Companies
  • Build professional relationships with clients, insurance company representatives, dealerships, real estate agents, etc., to ensure success of AAA Insurance and to broaden community knowledge of AAA Insurance products and services
  • Gain knowledge of the AAA Northeast membership and its benefits to be able to offer and sell to clients

Qualifications

  • High School Diploma or GED required; Associate's Degree preferred
  • 2+ years Sales or customer service experience required
  • Insurance sales experience preferred
  • Outbound or cold-calling experience strongly preferred
  • Personal Lines Insurance License within 30 Days Required
  • Life License Preferred

What We Offer

  • Award-Winning: We've been named as a Top Employer for the last 7 years
  • Health Coverage: Medical coverage with employer contributions covering up to 93% of the premium cost, plus dental and vision options
  • Retirement: 6% company match on 401(k) retirement plan contribution, with contributions fully vested and made every pay period
  • Paid Time Off: 3 weeks' vacation, 12 holidays, 8 sick days, 48 hours of volunteer time annually
  • Additional Perks: Free AAA membership, insurance discounts, travel commission refund, up to $625 in Wellness Incentives, up to $6k in tuition reimbursement, and more
  • Compensation: Competitive base pay, annual bonus opportunities, and for certain roles, additional monthly and/or quarterly incentive compensation. The posted salary range represents the full range grade for this role, with individual pay based on job-related skills, experience, shift, and geographic location

Career Growth

With ongoing world-class training and proven career paths, you'll have the opportunity to develop expertise and advance your career within AAA Northeast.

Trusted Legacy

With over 120 years of service excellence, we have a long track record of protecting our members as well as our employees and their families.

Future-Focused

With new business offerings and increasing digital presence, we are focused on innovating for the future to sustain our success.

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