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
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
Provide AAA Five Diamond service to all current and prospective AAA Insurance clients
Build professional relationships with clients, insurance company representatives, dealerships, real estate agents, etc
Gain knowledge of AAA Northeast membership benefits to offer and sell to clients

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
Must obtain Personal Lines Insurance License within 60 days (training and exam fees covered by AAA Northeast)
Life License within 1 year preferred

Insurance Agent Trainee – Hybrid

Key skills