AAA Northeast

Financial Planning and Analysis

• Manages inbound loan inquiries and provides accurate information on available consumer loan products and services.
• Utilizes the CRM system to qualify and manage all necessary loan product leads (excluding GAP and debt protection products).
• Converts qualified leads into opportunities by assessing member needs, documenting all interactions, and tracking progress toward closing.
• Collects required member documentation via secure channels.
• Reviews and verifies the accuracy and completeness of all submitted materials, ensuring compliance with underwriting and company requirements.
• Generates loan contracts and related sales agreements, prepares closing packages, and facilitates execution through electronic or in-branch signings.
• Conducts follow-up after closing to confirm all required documentation has been received, additional obligations are met, and the member experience remains positive throughout the process.

Financial Sales & Service Representative

• Manages inbound loan inquiries and provides accurate information on available consumer loan products and services.
• Utilizes the CRM system to qualify and manage all necessary loan product leads.
• Converts qualified leads into opportunities by assessing member needs, documenting all interactions, and tracking progress toward closing.
• Collects required member documentation via secure channels.
• Reviews and verifies the accuracy and completeness of all submitted materials, ensuring compliance with underwriting and company requirements.
• Generates loan contracts and related sales agreements, prepares closing packages, and facilitates execution through electronic or in-branch signings.
• Conducts follow-up after closing to confirm all required documentation has been received.

Insurance

• Responsible for inbound and outbound phone sales of life insurance products
• Timely follow up on all sales leads
• Accurately implement the entire sales process
• Meet monthly/quarterly sales goals
• Document all conversations with clients accurately

Licensed Life Insurance Agent

• Responsible for managing Insurance Sales and Developing New Business to increase sales and overall sales volume.
• Will be responsible for direct oversight of a team of Sales Managers and their teams of sales agents.
• Promotes a culture of coaching, mentoring, and growth in a growing Insurance Sales organization.
• Oversees the activities of the Insurance sales managers and staff.
• Limits Errors and Omissions exposures by ensuring compliance with standardized procedures.
• Analyzes historical performance, market factors, competitor’s position and accessibility of products to develop procedures, programs and performance measures to achieve sales and service goals.
• Oversees implementation, monitors results, and initiates corrective action.
• Ensures that Club policies and procedures are followed.

Director, Insurance Sales

• Responsible for evaluating performance through call monitoring of Insurance lines of business within the Club
• Conduct routine and non-routine monitoring, evaluating calls in an objective and non-bias manner
• Attending call calibrations meetings and providing candid feedback
• Identifying and providing written recommendations of observable behaviors requiring coaching
• Documenting feedback in CRM and QA database

Insurance Quality Control III

Software Engineer

• Design, develop, and implement custom Microsoft Dynamics CRM solutions
• Build and maintain web applications, Azure functions, APIs, and other code applications
• Update Dataverse data models to support new development
• Integrate Dynamics CRM with other business systems
• Manage CRM data
• Act as a trusted advisor to business partners
• Collaborate with business analysts, project managers, and stakeholders
• Identify and address security threats
• Create and maintain technical documentation
• Conduct training sessions for end-users

Microsoft Dynamics CRM Developer III

Inside Sales

• 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
• Maintain detailed records of sales activities and client interactions in our CRM system
• 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
• Occasionally travel for training (approx. 5%)
• Deliver AAA Five Diamond Service in every interaction
• Cross-sell AAA memberships and other relevant services

Inside Sales Insurance Agent I

Account Manager

• Build and maintain relationships between Contractor network, AAA Northeast and AAA's Preferred Partners
• Conduct regular in-person contractor visits to build relationships, communicate and reinforce AAA program standards, monitor and review Key Performance Indicators (KPIs)
• Develop action plans to ensure minimum facility requirements and AAA standards are met
• Analyze territory performance and seasonal resource requirements to ensure service levels are met
• Manage new contractor process, including recruitment, screening, selection, and onboarding
• Provide contractor consulting services regarding operational efficiency, financial performance, and viability
• Support deployment of Road Service systems, technology, and equipment
• Prepare materials and coordinate contractor group meetings, including operational review meetings, workgroups, club events, and recognition events
• Research industry best practices and technologies and share with peers and contractors

Account Manager, Automotive Services

Salesforce Developer

• Design, develop, and implement Salesforce solutions to support business objectives
• Update Salesforce data models to support new development
• Integrate Salesforce with other business systems to ensure seamless data flow and improve business processes
• Collaborate with the Salesforce Administrator to validate business requirements and technical platform considerations

Salesforce Developer III

• 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, etc
• Gain knowledge of AAA Northeast membership benefits to offer and sell to clients

Financial Sales & Service Representative

Financial Sales & Service Representative

Licensed Life Insurance Agent

Director, Insurance Sales

Insurance Quality Control III

Microsoft Dynamics CRM Developer III

Inside Sales Insurance Agent I

Account Manager, Automotive Services

Salesforce Developer III

Insurance Agent Trainee – Hybrid