Entry Level: Insurance Service Specialist – Remote/No Degree Necessary AAA Auto Club Group

Effizotech; Charlotte (NC); Remote; USD 80,000 - 100,000; Full time

Job summary

Join Effizotech as a Policy Retention Specialist in a fully remote role. Candidates should have a high school diploma, 2+ years in customer service or sales within insurance, and an active insurance license. Expect to engage in providing consultancy to policyholders while facilitating service requests and retention strategies.

Benefits

Competitive hourly rate based on experience

3+ weeks of Paid Time Off

401(k) plan with employer match up to 7%

Medical, Dental, Vision, and Prescription coverage

Free AAA membership

Free Life Insurance

In-house virtual training program

Monthly bonus potential

Qualifications

• 2+ years of customer service and/or sales experience in an insurance environment.
• Active Property and Casualty License or Personal Lines License.
• Call Center experience preferred.

Responsibilities

• Execute and facilitate insured’s service requests accurately and timely.
• Counsel policyholders concerning appropriate coverage and policy limits.
• Work with policyholders to enhance retention and meet consumer needs.

Skills

Customer Service

Sales Experience

Education

High School Diploma or equivalent

Job description

The starting base compensation for this position is $15.78 to $30.26 hourly. The base pay range shown is a guideline for compensation, and the ultimate salary offered will be based on factors such as applicant experience and geographic location.

This position is fully remote, but candidates MUST RESIDE in one of the following states: CT, PA, NJ, MD, DE, VA, WV, KY, OH, IN, KS, OK, or SD.

Become part of AAA’s established & trusted brand! We’ve been serving our members for over 100 years.

• Ability to quote and sell through multiple carriers
• Monthly bonus potential
• Computer equipment provided by AAA Club Alliance

AAA Total Rewards Package includes:

• A competitive hourly rate, depending on experience
• 3+ weeks of Paid Time Off
• 8 Paid Holidays
• 401(k) plan with employer match up to 7%
• Medical, Dental, Vision, and Prescription coverage
• FREE AAA membership (inclusive of product & service discounts)
• FREE Life Insurance
• An in-house virtual training program

Ideal candidate will have:

• High school diploma or equivalent
• 2+ years of customer service and/or sales experience in an insurance environment
• Active Property and Casualty License or Personal Lines License
• Call Center experience preferred
• Membership license required or ability to obtain license within 90 days of employment
• Schedule Requirements: Mon – Fri, 10:00am to 6:00pm EST, with at least 1 Saturday a month on a rotating schedule

Primary duties of the Policy Retention Specialist are to:

• Execute and facilitate insured’s service requests accurately and timely, while anticipating the sale for account rounding and cross-selling opportunities
• Counsel the policyholder concerning appropriate coverage, policy limits, payment options, and state laws that will best meet their needs
• Work with policyholders from the existing book of business through inbound calls, direct mail, and email to review and update policies to enhance retention and meet consumer needs
• Serve as liaison between the customer, sales agent, and manager to ensure responses are timely and compliant with company policies
• Counsel members and non-members regarding membership benefits in relation to insurance products

AAA Club Alliance (ACA) is an affirmative action – equal opportunity employer.

Our commitment to Diversity, Equity, and Inclusion:

We are dedicated to creating a welcoming and inclusive workplace with diverse backgrounds and experiences. We encourage all qualified individuals, regardless of race, color, gender, identity, veteran status, sexual orientation, physical ability, or national origin, to apply.

Job Category: Admin – Clerical

A Note to Applicants:

Work from home or remote positions require your primary residence to be within the footprint that AAA Club Alliance operates. Our club is located in Washington DC and 13 states including Connecticut, Delaware, Indiana, Kansas, Kentucky, Maryland, New Jersey, Ohio, Oklahoma, Pennsylvania, South Dakota, Virginia, and West Virginia.

About Us

AAA Club Alliance is the result of several AAA entities joining together, representing nearly six million members across 13 states and Washington, DC. We foster an environment where you can look forward to coming to work and engaging with compassionate colleagues who enjoy supporting their team.