Insurance Retention Agent I

Description

This class is scheduled to begin June 16th, 2025

Training will be Monday-Friday within the hours 8am-5pm. 

4 Day Work Week Option:
8:30-7 Monday & Tuesday & Friday required
Every other Sat required, 8-5
 
5 Day Work Week Option:
10:30-7 Monday & Tuesday required
Every other Sat required, 8:30-5

REMOTE ROLE - AAA Northeast 

RI, MA, NY, NY, CT
 

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.

As a Retention Agent I, you will have the opportunity to acquire the Insurance industry knowledge necessary to achieve licensing (Personal Lines), with all training and associated costs covered by AAA Northeast! Supports the club's strategic initiatives by increasing revenue through the retention of our at-risk insurance customers. Preserves, sells, and cross-sells policies that best fit the needs of the customer. Building relationships through the delivery of the Five Diamond Service.

What you will do:

• 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.
• Promotes AAA Membership as an insurance benefit. Enrolls new members and reinstates or renew existing members to apply insurance discounts.
• 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.
• Develop familiarity with various insurance carrier products, services, technology, and processes. Follow all agency processes and procedures in quoting and binding coverage, as well as receipt and processing of all member payments. Gain general knowledge of insurance practices, including the scope of an agent's authority.
• Participate in sales programs designed to develop insurance prospects; maintain prospect files in the Customer Relationship Management (CRM) system.

Qualifications

Education
High School or GED Required Associate's Degree Preferred

Experience

Sales or customer service experience Required

Licenses and Certifications

Property & Casuality License within 180 Days 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.