Jobs · Business Development · New York

Field Insurance Agent I (60634)

AAA Northeast · Nanuet, NY · 3 wk ago
Business DevelopmentFull-time
We need to output HTML fragment with sections: About the role? The posting includes description. We need headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title as heading. No Job ID etc. Remove boilerplate: EEO, equal-opportunity, scam-warning, navigation, cookie, legal, duplicated lines, application instructions. We need to preserve all substantive info. Let's parse content: - Intro: "Launch Your Insurance Career with AAA Northeast - Paid Training, Licensing, and Unlimited Growth! This position is eligible for a $2,500 sign-on bonus! 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." - Then description of role: "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." - Training Schedule: "Remote Monday-Friday 8:30-5pm for the first 4-6 months" - Work Schedule: "Hybrid (3 days in office) Monday-Friday 8:45 am - 5:15 pm with a rotating Saturday shift 9am-1pm" - Start Date: "Start Date: November 16th, 2026" - What You Will Do: list of responsibilities (Insurance Sales Responsibilities, Regulatory & Compliance Responsibilities, Member Service Responsibilities). Each bullet list. - Qualifications: "What You Will Need High School Diploma or GED required and Associate's Degree preferred 2+ years Sales or customer service experience required and Insurance sales experience preferred Outbound or cold-calling experience strongly preferred Licensing & Certifications Must obtain Personal Lines Insurance License within first 30 days Required Life License Preferred" - Why AAA Northeast: sections: Career Growth, Trusted Legacy, Future-Focused. - What We Offer: list of benefits: Award-Winning, Health Coverage, Retirement, Paid Time off, Additional Perks, Compensation. - Additional text about collaboration, cameras on, diverse culture, EEO statement (should be removed). We need to map to sections: About the role: could be intro paragraph describing role. Responsibilities: combine the three responsibility categories into a list? Could have subheadings? But only allowed headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We can put responsibilities under Responsibilities heading as a list. Requirements: maybe qualifications? Actually Qualifications heading is separate. Requirements maybe for mandatory items like education, experience, licensing. We'll decide. Skills: maybe outbound/cold-calling experience, etc. Benefits: from What We Offer. Pay: compensation details. Schedule: training schedule and work schedule. We must not create sections with filler like "commensurate with experience". We have actual schedule details. We need to avoid duplicating lines. Let's extract substantive info: Intro paragraph: "Launch Your Insurance Career with AAA Northeast - Paid Training, Licensing, and Unlimited Growth! This position is eligible for a $2,500 sign-on bonus! 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." We could put that under About the role. Responsibilities: list items: - 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 - 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 - 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 We could combine but it's okay. Requirements: maybe education and experience: 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; Must obtain Personal Lines Insurance License within first 30 days; Life License Preferred. Qualifications: maybe same as Requirements? But we need differentiate. Could treat Requirements as mandatory items, Qualifications as preferred? But spec says we can have both sections if content. We'll put Requirements: mandatory (HS diploma/GED, 2+ years sales/cust service, obtain Personal Lines license within 30 days). Qualifications: preferred (Associate's degree, insurance sales experience, outbound/cold-calling, Life license). Skills: maybe outbound/cold-calling experience? But we already used that. Could put Skills: strong communication, relationship building, CRM proficiency, etc. Not explicitly given. Might be better to omit Skills if no specific content. We'll only include sections with real content. Benefits: list from What We Offer: - Award-Winning: 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. We could separate Pay and Benefits. Benefits: award-winning, health coverage, retirement, paid time off, additional perks. Pay: compensation details. Schedule: training schedule and work schedule and start date? Start date maybe not schedule but could be included in About the role? But we have schedule heading: we can include Training Schedule, Work Schedule, Start Date. We must not create heading with filler. We have actual specifics. Now produce HTML:

About the role

Launch Your Insurance Career with AAA Northeast - Paid Training, Licensing, and Unlimited Growth! This position is eligible for a $2,500 sign-on bonus! 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.

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; 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 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
  • 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

Requirements

  • High School Diploma or GED required
  • 2+ years of sales or customer service experience required
  • Must obtain a Personal Lines Insurance License within the first 30 days

Qualifications

  • Associate's Degree preferred
  • Insurance sales experience preferred
  • Outbound or cold-calling experience strongly preferred
  • Life License preferred

Benefits

  • Award‑Winning: 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

Pay

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.

Schedule

  • Training Schedule: Remote Monday‑Friday 8:30 am‑5:00 pm for the first 4‑6 months
  • Work Schedule: Hybrid (3 days in office) Monday‑Friday 8:45 am‑5:15 pm with a rotating Saturday shift 9:00 am‑1:00 pm
  • Start Date: November 16th, 2026
Check for any boilerplate removed: we removed EEO, diversity statement, cameras on, etc. Good. We must not repeat job title as heading; we didn't. We must not put Job ID/requisition numbers as headings; none. We must not include filler like "commensurate with experience". Not present. We preserved all substantive info: sign-on bonus, training, licensing, responsibilities, qualifications, benefits, pay, schedule, start date. Check if any info missing: The intro also mentions "

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