Insurance Retention Agent (59949)

AAA Northeast; Providence (RI); Hybrid; USD 42,000 - 66,000; Full time

Benefits offered by this job

Paid training

License training covered

Free AAA membership

Insurance discounts

Travel commission refund

Wellness incentives

Tuition reimbursement

Job summary

AAA Northeast in Providence, RI, is seeking an Insurance Retention Agent. This role focuses on identifying at-risk policyholders, retaining coverage, and promoting membership benefits while supporting sales and service via hybrid schedule and in-office presence. Training is provided, including license coverage to earn a Personal Lines license.

You will build knowledge of carrier products, services, and processes, and maintain CRM records to support proactive retention and upsell opportunities.

Qualifications

• High school diploma or GED required; Associate degree preferred.
• Minimum of 1 year of sales or customer service experience.
• Excellent oral and written communication skills.
• Ability to adapt to changing priorities and conditions.
• Attention to detail with strong accuracy.
• Strong organizational and time management skills.
• Excellent problem-solving, analytical, and reasoning skills.

Responsibilities

• Identify policyholders at risk of canceling and contact them to retain coverage.
• Reach out to customers for premium discounts, policy rewrites, and cross-sell suitable insurance.
• Provide inbound/outbound phone support to at-risk customers for policy reviews.
• Promote AAA Membership to enroll/renew members for discounts.
• Learn carrier products, services, systems, and processes; quote, bind coverage, process payments.
• Maintain accurate CRM records to support sales prospecting.
• Perform other duties per department policies and service standards.

Skills

Sales experience

Customer service

Communication skills

Adaptability

Attention to detail

Time management

Problem-solving

Analytical reasoning

Organizational skills

Education

High school diploma or GED

Associate degree

Job description

Make an impact by helping customers keep the coverage they count on.

As an Insurance Retention Agent, you will play an important role in helping customers protect what matters most. In this position, you will connect with members, identify retention opportunities, and recommend insurance solutions that meet their needs.

We provide paid training and cover the cost to earn your Personal Lines license, giving you a strong foundation to build insurance expertise, grow your career, and deliver Five Diamond Service.

Start Date: September 28th, 2026

Work Schedule: Hybrid Monday-Friday 8:30am-5pm and every other Saturday. Tues/Wed/Thursday in office; Mon/Fri/Saturday remote

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 Will Do

• Proactively identify policyholders at risk of canceling and connect with them to retain coverage and preserve their existing insurance policies.


• Reach out to customers who may qualify for premium discounts, offer policy rewrites when new products become available, and cross-sell insurance solutions that fit their needs.


• Provide inbound and outbound phone support to at-risk customers and respond to marketing-driven calls related to policy reviews.


• Promote AAA Membership as a valuable insurance benefit by enrolling new members and renewing or reinstating existing memberships to help customers access discounts.


• Build knowledge of insurance carrier products, services, systems, and processes while following agency procedures for quoting, binding coverage, and processing member payments.


• Support sales and prospecting efforts by maintaining accurate prospect records in the Customer Relationship Management (CRM) system.


• Perform other job-related responsibilities in accordance with department policies, procedures, and service standards.

Qualifications

What You Will Need

• High school diploma or GED required; Associate degree preferred


• Minimum of 1 year of sales or customer service experience


• Excellent oral and written communication skills, with the ability to convey detailed information


• Ability to adapt to changing priorities and conditions


• Ability to perform tasks with accuracy and attention to detail


• Strong organizational and time management skills


• Excellent problem-solving, analytical, and reasoning skills

Work Requirements

• Must have a quiet, dedicated home office space free from distractions for work-from-home days


• Able to work a hybrid schedule, which includes 3 days in our RI office

Licenses And Certifications

• Must obtain a Personal Lines license within 30 days of training

Why AAA Northeast

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.

At AAA Northeast, how we work together matters. We are a highly collaborative organization that values connection, transparency, and trust. Our \"cameras on\" approach during virtual meetings reflects our expectation that team members are present, engaged and actively participating, helping to build strong working relationships and a sense of shared accountability, no matter where we’re located.

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.