Insurance Agent Trainee

Overview

$2,500.00 sign-on bonus!

• Join one of the 50 largest insurance agencies in the United States.
• AAA Northeast serves over 6 million members in six states.
• As an Insurance Sales Consultant, you’ll sell property and casualty insurance products to members who contact us over the phone, online and in retail branches — no cold calling!
• Competitive base salary with significant incremental earning potential.
• This position is being offered fully remote, hybrid or in-branch, depending on preference and business need.

Responsibilities

Insurance Sales

• Sell all insurance products and services, meeting or exceeding sales goals.
• Compile coverage and rating information; confirm insurer’s underwriting criteria, coverage and premium data.
• Provide the member with product and premium proposals that best fit their needs.
• Demonstrate initiative to develop leads and prospects by responding to referrals in a timely manner.
• Participate in sales programs designed to develop insurance prospects; maintain prospect files in the Customer Relationship Management (CRM) system.

Regulatory & Compliance

• Develop familiarity with various insurance carrier products, services, technology and processes.
• Follow all agency processes and procedures in quoting and binding coverage, as well as receipt and processing of all member payments.
• Work with Quality Assurance and Underwriting departments to minimize error and omission exposures.
• 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.
• 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.

Qualifications

Education/Licenses/Certifications:

• High school diploma or GED, with an associate degree or higher preferred.
• Valid P&C License required or necessary to obtain at time of hire.
• Two years sales experience, with one to two years of insurance sales experience preferred.

Skills & Abilities

• Exceptional communication skills, with a focus on relationship building and customer service.
• Ability to work well within a team environment; share knowledge and help other team members as needed.
• Easily adapt to changing internal priorities and external market conditions.
• Work with a technology and digital-first mindset.
• Possess the data and analytical skills needed to assess a situation, make decisions, and apply insurance agency policies and procedures.