Field Insurance Agent II (59585)

As an Insurance Agent II, you will sell and service Personal Lines Insurance products to members primarily in our retail branches and also who contact us over the phone and online.

What you will do:

• Insurance Sales Responsibilities: • 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, including packaging when applicable • 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. • General knowledge of Life products, consistently making referrals to Life insurance Agents.
• Regulatory & Compliance Responsibilities • 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 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. • Offers and sell the AAA Northeast membership and its benefits to clients.