What are the responsibilities and job description for the Insurance Sales Agent I - Retention (60411) position at AAA Northeast?
Launch Your Insurance Career with AAA Northeast – Paid Training, Licensing, and Unlimited Growth!
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
Throughout your first six months, you'll gain experience in:
Start Date: November 16, 2026
Training Schedule: Monday - Friday 8:30 a.m.-5:00 p.m. for your first 6 months. Training and Nesting is conducted virtually (remote from home).
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):
What You Need:
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
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.
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
Throughout your first six months, you'll gain experience in:
- 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
Start Date: November 16, 2026
Training Schedule: Monday - Friday 8:30 a.m.-5:00 p.m. for your first 6 months. Training and Nesting is conducted virtually (remote from home).
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
- 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
- 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
- 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%)
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
- 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
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.
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.