Insurance Retention Agent II- Must have P&C License

Description

Are you interested in joining a team that is continuously innovating to create the best experiences for members? Would you like to work for a company that has been rated a top employer and best place to work across the Northeast year over year? Do you want to be part of a company that is committed to giving back to the community?

At AAA Northeast, as we continue to grow, our mission remains the same: helping and serving is a way of life. It’s why we’ve earned the trust of millions, and why AAA Northeast has remained a resilient and reliable brand for over a century.

Utilizing the Five Diamond standards of customer service, contacts at-risk insurance customers in order to preserve and retain existing in-force insurance policies and strengthen the relationship between AAA Insurance and its customers. Performs routine and non-routine data analysis designed to proactively identify Insurance Agency customers who are likely to be at high risk for retention. Participates in book roll initiatives to move Agency customers to Motor Club Insurance Company within the applicable AAA Northeast region. Sells and cross-sells insurance products as applicable.

What you will do:

• Supports AAA Insurance strategic initiatives by increasing revenue through improved customer retention; contacts at-risk members identify insurance needs, surveys, preserves existing policies, sells and cross-sells when appropriate. Builds relationships with customers through the delivery of Five Diamond Service.
• Identifies insured customers who are most likely to become a retention risk and contacts them in an effort designed to retain the customer and preserve existing in-force insurance policies. Identifies and contacts customers who may be eligible for premium rating discounts. Offers rewrite insurance policies to customers as new company products are introduced.
• Provides telephone support by taking retention calls from at-risk customers. Handles inbound calls from marketing initiatives to promote policy reviews. Performs other job-related duties as required, according to department policies, procedures, and practices. Handles survey responses that needs special attention in addition to other complex member issues needing five diamond service.
• May be assigned research projects related to customer retention from the Insurance Management team. Works to ensure operational efficiency; may assist with the development of revised policies and procedures; assists with the effective communication of new procedures and development of training as required.
• Promotes AAA Membership as an insurance benefit. Enrolls new members and reinstate or renew existing members to apply insurance discounts.

Qualifications

Education
High School or GED Required Associate's Degree Preferred Bachelor's Degree Preferred

Experience

3 years of customer service Required 3 years of Sales Required

Licenses and Certifications

REQUIRED- Property & Casualty Insurance Producers License 

PREFERED- Insurance Industry Designations Required

AAA Northeast is proud of our diverse culture, fostered by the many talents, skills, passions, and expertise of our employees. We are an equal opportunity employer. We do not discriminate in recruiting, hiring, or promotion based on race, color, creed or religion, national origin, sex, age, sexual orientation, veteran’s 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.