Insurance Service Specialist - Outbound

aaamidatlantic; United States; Remote; USD 25,000 - 43,000; Full time

Benefits offered by this job

Medical, Dental, Vision

Paid parental leave (up to 2 weeks)

401(k) with company match

PTO 2+ weeks

Paid holidays

Volunteer opportunities + 1 day/year

Free AAA Membership

Continued learning reimbursement

Benefits page

Job summary

AAA Club Alliance is seeking an Outbound Insurance Service Specialist in the United States. The role focuses on servicing insureds, driving cross-sell opportunities, and advising on coverage and policy details.

You will engage with policyholders across inbound/outbound channels and ensure policy retention. The ideal candidate has a high school diploma, 2+ years in insurance customer service or sales, and an active Property & Casualty or Personal Lines license (or ability to obtain within 90

Qualifications

• High school diploma or equivalent.
• 2+ years of customer service and/or sales experience in an insurance environment.
• Call Center experience preferred.
• Active Property and Casualty License or Personal Lines License required.
• Membership license required or ability to obtain license within 90 days of employment.

Responsibilities

• 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 agencies existing book of business through inbound telephone calls, direct mail, and email to review policies prior to renewal. Review and update policy to enhance retention and better meet the needs of the consumer.
• Serve as liaison between the customer, sales agent and manager to ensure timeliness of responses and compliance with established company policies and procedures.
• Counsel the members and non-members regarding membership benefits in correlation with insurance products.

Skills

Customer service

Sales experience

Call Center experience

License required

Education

High school diploma or equivalent

Job description

• Active Property and Casualty License or Personal Lines License required

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

• Monthly and Quarterly bonus potential

• Computer equipment provided by AAA Club Alliance

Let's Talk Compensation:

• The starting base compensation for this position is $17.45 to $31.48. For candidates located in New Jersey, the salary range is $21.55 to $31.48. Actual pay will be based on factors such as applicant experience and geographic location.

• This position is eligible to earn uncapped monthly bonuses, with average bonus pay of $565.00per month

The ideal candidate will have:

• High school diploma or equivalent

• 2+ years of customer service and/or sales experience in an insurance environment

• Call Center experience preferred

• Active Property and Casualty License or Personal Lines License required

• 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

The primary duties of the Outbound Insurance Service 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 agencies existing book of business through inbound telephone calls, direct mail, and email to review policies prior to renewal. Review and update policy to enhance retention and better meet the needs of the consumer.

• Serve as liaison between the customer, sales agent and manager to ensure timeliness of responses and compliance with established company policies and procedures.

• Counsel the members and non-members regarding membership benefits in correlation with insurance products.

Full time Associates are offered a comprehensive benefits package that includes:

• Medical, Dental, and Vision plan options
• Up to 2 weeks Paid parental leave
• 401k plan with company match up to 7%
• 2+ weeks of PTO within your first year
• Paid company holidays
• Company provided volunteer opportunities + 1 volunteer day per year
• Free AAA Membership
• Continual learning reimbursement up to $5,250 per year
• And MORE! Check out our Benefits Page for more information

ACA is an equal opportunity employer and complies with all applicable federal, state, and local employment practices laws. At ACA, we are committed to cultivating a welcoming and inclusive workplace of team members with diverse backgrounds and experiences to enable us to meet our goals and support our values while serving our Members and customers. We strive to attract and retain candidates with a passion for their work and we encourage all qualified individuals to apply. It is ACA’s policy to employ the best qualified individuals available for all positions. Hiring decisions are based upon ACA’s operating needs, and applicant qualifications including, but not limited to, experience, skills, ability, availability, cooperation, and job performance.

Job Category:

Admin - Clerical