Field Insurance Agent I (59224)

Field Insurance Agent I at AAA Northeast focuses on selling personal lines insurance products to members through in-branch, phone, and online interactions. You will undergo comprehensive training and licensing with costs covered, work toward obtaining a Personal Lines Insurance License within 30 days, and leverage leads and referrals to meet or exceed sales goals. Responsibilities include presenting coverage and premium proposals, gathering coverage data, ensuring underwriting criteria alignment, maintaining prospect files in the CRM, developing knowledge of Life products for referrals, following quoting/binding/payment processes, coordinating with QA and Underwriting to minimize errors, delivering AAA Five Diamond service, and building professional relationships with clients and external partners. Skills emphasized include sales and customer-service experience, outbound/cold-calling capabilities, licensing processes, CRM proficiency, and strong client interaction across branches, phone, and digital channels.