AAA Northeast

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 the 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, approximately 5%
• Deliver AAA Five Diamond Service in every interaction
• Cross-sell AAA memberships and other relevant services

Inside Sales Insurance Agent I

• Lead a team of remote insurance sales agents across the Club's footprint
• Drive sales initiatives and ensure operational excellence
• Monitor and analyze sales data, identify trends, and propose improvements to meet and exceed goals
• Conduct daily huddles to identify opportunities, share best practices, and foster team coaching
• Provide regular, personalized feedback and coaching
• Ensure adherence to policies, procedures, and industry standards through call monitoring and review of new business submissions
• Coordinate team schedules and address coverage gaps
• Manage and approve timesheets and time-off requests
• Partner with Talent Acquisition to interview and hire new team employees
• Use the Predictive Index for a consistent and fair selection process
• Partner with Training and Nesting to support onboarding, training, and technical guidance
• Articulate goals and objectives, provide ongoing coaching, and administer performance reviews
• Address performance and employee relations issues, involving leadership or Human Resources as needed
• Document improvement areas and administer performance counseling
• Partner with stakeholders on systems, processes, referrals, and sales training
• Participate in quarterly sales meetings and present on behalf of the team
• Foster client and stakeholder relationships and ensure five diamond customer service
• Handle customer escalations and resolve issues
• Champion AAA Northeast membership benefits and best practices
• Maintain knowledge of industry trends, products, regulatory changes, and insurance carrier products
• Ensure agency processes are followed for quoting, binding coverage, and processing member payments
• Partner with Quality Assurance and Underwriting to minimize error and omission exposures

Inside Sales Manager, Insurance

Counselor

• Serve as a member advocate in resolving complaints and inquiries
• Maintain accurate records of member complaints and workflow
• Stay updated on company programs and policies

Member Relations Counselor

• Places outbound retention calls to potential and lapsed members.
• Works from files and member lists from throughout the company.
• Conducts research on member contact information, generates physical and electronic mailings.
• Utilizes customer service training and communication skills to emphasize the value of membership.
• Receives incoming calls from prospective members; sells memberships and additional products.

Member Retention Counselor

Administrative Assistant

• Provide administrative support to Field Consultants and Management to achieve member satisfaction targets
• Independently uncover and qualify potential leads
• Conduct outbound calls to prospective businesses to guide them through AAA program requirements
• Support marketing campaigns and initiatives
• Participate in team meetings, training sessions and professional development

Administrative Assistant, Account Support

• Serve as a member advocate for company procedures and policies
• Address formalized complaints from members
• Determine reimbursements according to policies
• Maintain accurate logs of workflow and member complaints
• Keep abreast of new programs and policy changes

• 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 recommendations and premium quotes based on member needs
• Maintain accurate and detailed records of sales activities and client interactions in our CRM system
• Participate in sales campaigns and promptly follow up on inbound referrals
• Collaborate with Underwriting and Quality Assurance to reduce risk and ensure accuracy
• Deliver AAA Five Diamond Service in every interaction
• Cross-sell AAA memberships and other relevant AAA products and services

Licensed Inside Sales Insurance Agent

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

• 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

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

Inside Sales Insurance Agent I

Inside Sales Manager, Insurance

Member Relations Counselor

Member Retention Counselor

Administrative Assistant, Account Support

Member Relations Counselor

Licensed Inside Sales Insurance Agent

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