Licensed Insurance Advisor - Service & Growth

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

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