Insurance Agent Trainee – Hybrid

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.
• 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, and other professionals.
• Gain knowledge of AAA Northeast membership benefits to offer and sell to clients.

• High School Diploma or GED required;
  Associate's Degree preferred.
• 2+ years of sales or customer service experience required; 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.