Insurance Sales Agent I - Retention

Aaa-Northeast

Providence (RI)

Hybrid

USD 27,000 - 32,000

Full time

7 days ago
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Benefits offered by this job

Sign-on bonus
Tuition reimbursement
Wellness incentives
AAA membership

Job summary

AAA Northeast in Providence, RI is seeking motivated sales professionals for a hybrid, full-time Insurance Retention and Sales role. The program includes paid training and eventually earning a Personal Lines Insurance License, with the company covering training costs. Expect base pay plus commission, and a $1,500 sign-on bonus.

Start date aligns with onboarding goals and a structured training schedule. The role emphasizes retention, policy reviews, and outbound sales for auto and homeowners

Qualifications

  • 2+ years sales or customer service experience.
  • Insurance sales experience preferred.
  • Outbound or cold-calling experience strongly preferred.
  • Must obtain Personal Lines Insurance License within 30 days (training and exam fees covered).
  • Life License within 1 year is preferred.

Responsibilities

  • Support insurance retention and portfolio transitions.
  • Contact policyholders regarding reviews, renewals, and discounts.
  • Conduct coverage reviews and identify opportunities to preserve business.
  • Sell auto and homeowners insurance to AAA members via phone and online.

Skills

Sales experience
Outbound calling
Customer service
CRM systems

Education

High School Diploma or GED

Tools

CRM systems
Sales pipeline tools

Job description

Job Details

Job Location: Providence, RI 02904

Position Type: Full Time

Salary Range: $23.75 - $28.75 Base+Commission/month

Job Shift: 1st Shift

Job Category: Insurance

This position is eligible for a $1500 sign on bonus.

We’re looking for motivated sales professionals to join our team. The Retention to Sales pathway is designed to build insurance knowledge, customer service expertise, and sales confidence.

What You'll Learn
  • Consultative selling
  • Customer retention strategies
  • Policy reviews and coverage analysis
  • Carrier products and underwriting guidelines
  • Insurance operations and book management
  • CRM systems and sales pipeline management

This hybrid position offers paid training and covers all costs associated with obtaining your Personal Lines Insurance License.

If you thrive in an outbound sales environment and want to grow in the insurance industry, this is your opportunity!

Start Date: November 16, 2026

Training Schedule: Monday-Friday 8:30 a.m.-5:00 p.m. Training is conducted virtually (remote from home) for your first 3 months.

Nesting & Hybrid Work Schedule: Monday-Friday 8:30 a.m.-5:00 p.m. and every other Saturday with a day off during the week. (Monday, Friday, and Saturday are remote and Tuesday - Thursday in office)

This role is currently assigned to 110 Royal Little Drive, Providence, RI as its hybrid reporting location. The club anticipates that this position may transition to the Lincoln, RI Insurance Center once additional space becomes available, currently targeted for mid-2027.

What You'll Do:
Insurance Retention Responsibilities (90 days post-hire):
  • Support strategic insurance retention and portfolio transition initiatives
  • Contact policyholders regarding policy reviews, renewal opportunities, and available discounts
  • Conduct coverage reviews with members and identify opportunities to preserve existing business
  • Promote AAA Membership benefits and applicable insurance discounts
  • Respond to inbound customer inquiries regarding policies and retention opportunities
  • Develop familiarity with carrier products, underwriting guidelines, policy servicing, and insurance operations
  • Maintain accurate customer records and documentation within CRM systems
Insurance Sales Responsibilities (typically starting 6 months after hire and continuing thereafter)
  • Sell auto insurance, homeowners' insurance, and other personal lines products to AAA members via phone and online
  • Conduct outbound sales calls to prospective and existing members to promote insurance products
  • Provide personalized coverage options and premium quotes
  • Participate in sales programs and respond promptly to referrals
Regulatory & Compliance
  • Learn and follow carrier-specific underwriting and quoting procedures
  • Ensure compliance with agency policies for quoting, binding coverage, and handling payments
  • Collaborate with Underwriting and Quality Assurance to reduce risks and ensure accuracy
  • Stay current on insurance regulations and best practices
Additional Responsibilities
  • Build strong relationships with clients and industry partners
  • Deliver AAA Five Diamond Service in every interaction
  • Cross-sell AAA memberships and other relevant services
  • Occasionally travel for training (approx. 5%)
Qualifications

What You Need:

  • Must have a quiet, dedicated home office space
  • Reliable high-speed internet connection
  • High School Diploma or GED; Associate's Degree preferred
  • 2+ years sales or customer service experience
  • Insurance sales experience preferred
  • Outbound or cold-calling experience strongly preferred
Licenses and Certifications

Must obtain Personal Lines Insurance License within the first 30 days (training and exam fees covered by AAA Northeast)

Life License within 1 Year 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.

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