Field Insurance Agent I (60488)

AAA Northeast; Fairfield (CT); On-site; USD 40,000 - 70,000; Full time

Benefits offered by this job

Insurance discounts

AAA membership

Health coverage

401(k) match

Paid time off

Wellness incentives

Tuition reimbursement

Travel reimbursement

Bonus opportunities

Job summary

AAA Northeast is seeking a Field Insurance Agent to sell personal lines insurance to members, after completing funded training and licensing. You will operate in branch, phone, and online channels, building relationships and providing tailored quotes and coverage options.

A dynamic growth path and ongoing support are highlighted in the training program. You’ll eventually quote, bind, and service policies while developing leads, maintaining CRM records, and collaborating with underwriting and QA

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.

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 underwriting criteria, coverage, and premium data.
• Provide members with product and premium proposals that 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.

Skills

Sales experience

Customer service

Insurance sales

Education

High School Diploma or GED

Associate's Degree preferred

Tools

CRM system

Job description

Launch Your Insurance Career with AAA Northeast - Paid Training, Licensing, and Unlimited Growth! 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.

What You Will Do

• Insurance Sales 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
• Regulatory & Compliance Responsibilities:
• 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 Responsibilities:
• Provide AAA Five Diamond service to all current and prospective AAA Insurance clients
• Services 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

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
• Personal Lines Insurance License within 30 Days Required and
• Life License Preferred

Why AAA Northeast

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.

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.

At AAA Northeast, how we work together matters. We are a highly collaborative organization that values connection, transparency, and trust. Our "cameras on" approach during virtual meetings reflects our expectation that team members are present, engaged and actively participating, helping to build strong working relationships and a sense of shared accountability, no matter where we're located.

We are also proud of our diverse culture, shaped by the talents, experiences, and perspectives of our employees. AAA Northeast is an equal opportunity employer and is committed to fair and equitable practices in recruiting, hiring, and advancement. We do not discriminate based on race, color, creed or religion, national origin, sex, age, sexual orientation, veteran status, gender identity or expression, disability, genetic information, marital status, pregnancy, or membership in any other protected class. We thrive when our team members bring their whole selves to work.