Insurance Retention Save Team

AAA; United States; Remote; USD 65.000 - 79.000; Vollzeit

Benefits dieser Stelle

Health coverage

401(K) matching & Pension

Tuition assistance

Floating holidays and PTO

Paid parental leave

Wellness programs

Employee discounts

Zusammenfassung

AAA Insurance Retention Save Team in the United States is seeking a motivated professional to improve insurance retention by mediating cancellations, handling inquiries, and identifying cross-sell opportunities. You will collaborate with branches, underwriting, and other departments to protect existing relationships and revenue.

The role requires strong communication, MS Office proficiency, and a Property & Casualty license.

Qualifikationen

• Bachelor's degree or equivalent combination of education and experience.
• 1-3 years Insurance sales preferred.
• Professional communication skills required, both written and oral.
• Proficiency in Microsoft Office, including Outlook, Word and Excel.
• Property and Casualty Insurance License, valid in selling state.

Aufgaben

• Mediates insured’s cancellation requests/inquiries and offers solutions to avoid policy cancellation.
• Maintain up-to-date working knowledge of insurance products, features, and benefits.
• Identify cross-sell opportunities and provide leads to other departments.
• Work with internal/external sources on matters needing escalation or follow-up.
• Handle inbound Auto and Home insurance calls related to changes, billing, and reviews.
• Retain insurance business and escalate when necessary to resolve issues.

Kenntnisse

Professional communication

Task prioritization

MS Office proficiency

Customer service

Ausbildung

Bachelor's degree or equivalent

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Jobbeschreibung

Insurance Retention Save Team

This position is responsible for improving insurance retention results. Performs insurance sales or underwriting processing functions with an emphasis on maintaining our insurance business relationship with our members. Mediates insured’s cancellation requests/inquiries via telephone and/or internet throughout the ACE markets.

Works closely with other departments Branch Offices, Underwriting or external sources. The position is responsible for two or more of the following areas: membership, retention, and insurance.

Duties include:

• Mediate insured’s cancellation requests/inquiries via telephone and/or internet throughout the ACE markets. Identify, recommend and offer solutions to avoid insurance policy cancellation. Ensure documentation is accurate and complete using the accepted underwriting criteria, procedures and quality standards. Responsible for the achievement of business goals on saved policies and saved policy ratio (opportunities vs. number of polices saved).
• Maintain up-to-date working knowledge of insurance products, features, and benefits. Keep current on policies.
• Identify cross-sell opportunities based on members’ product needs and service requests. Enhance member relationship by diversifying use of products and services. Provide sales leads to insurance, travel and other departments as appropriate.
• Work closely with internal departments or external sources on matters that may need to be escalated or require additional follow-up to resolve issues.
• Handle inbound Auto and Home insurance calls related to member change requests, billing inquiries, policy reviews, and any other insurance related inquiries.
• Work focuses on the ability to retain insurance business. During the retention interaction, obstacles and conflicts can arise that require the ability to multi-task and quickly provide solutions to various issues. Occasionally matters need to be referred to the manager for resolution.

Qualifications include:

• Bachelors Equivalent combination of education and experience Preferred
• 1-3 years Insurance sales Preferred
• Professional communication skills required, both written and oral
• Demonstrated ability to prioritize tasks and assignments required
• Proficiency in Microsoft Office software, including Outlook, Word and Excel required
• Property and Casualty Insurance License, valid in selling state - Issued by State Required

Travel Requirements

• Occasional travel to off-site business meetings or conferences. (5% proficiency)

Our Sales Agents start at an hourly rate of $20.23. After completion of the training program, our full-time Sales Agents successfully meeting sales goals earn on average between $65,000 - $79,400 annually.

Remarkable benefits:

• Health coverage for medical, dental, vision
• 401(K) saving plans with company match AND Pension
• Tuition assistance
• Floating holidays and PTO for community volunteer programs
• Paid parental leave
• Wellness programs
• Employee discounts (membership, insurance, travel, entertainment, services and more!)

Auto Club Enterprises is the largest club within the national AAA federation. We have nearly 17,000 employees in 24 states helping more than 18 million members. The strength of our organization is our employees. Bringing together and supporting different cultures, backgrounds, personalities, and strengths creates a team capable of delivering legendary, lifetime service to our members. When we embrace our diversity – we win. All of Us! With our national brand recognition, long-standing reputation since 1900, and constantly growing membership, we are seeking career-minded, service-driven professionals to join our team.

“Through dedicated employees we proudly deliver legendary service and beneficial products that provide members peace of mind and value.”

AAA is an Equal Opportunity Employer

Our organization participates in E-Verify

The Automobile Club of Southern California will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable federal, state, and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance (FCIHO), the Unincorporated Los Angeles County (ULAC) regulation, and the California Fair Chance Act (CFCA).