Insurance Retention Specialist Jobs

**Opportunity to work from home, but candidates must live within our territory**

Why Join AAA?

AAA is a great place to work. We provide a stable working environment with challenging and exciting career opportunities. To the qualified candidate, we offer:

• A market competitive hourly rate depending on experience
• Comprehensive benefit package including, but not limited to: nearly 4 weeks of Paid Time Off during the first year, 401(k) plan with a company match up to 7%, Health, Dental, Vision, Prescription & Life Insurance, Tuition Reimbursement, and a complimentary AAA Premier Membership just to name a few of our offerings
• Eligible for bonus plan

The ideal candidate will have:

• **An active Property & Casualty license (required)**
• Ability to cascade training to new retention associates.
• Excellent verbal and written communication skills with the ability to make quick decisions.
• 3 years of customer service and/or sales experience in an insurance environment involving work with new business applications, endorsements, rates/policies and demonstrating an in-depth knowledge of automobile and homeowners coverage.
• Proficiency in navigating required computer applications (MPS, MRM, carrier application, internet/intranet, and agency management system).
• Ability to handle special projects as assigned.
• A self starter with the ability to multi-task and learn new skills & technology quickly.
• Proficiency with Windows operating systems, with the comfort level to navigate between systems and programs easily

The primary duties of the Policy Retention Specialist are to:

• Quote and re-market policies when necessary.
• Make appropriate recommendations and/or changes to the policy and gain policyholder acceptance to process the changes.
• Develop and maintain specific personal lines insurance knowledge of all states and carrier products within the AAA Mid-Atlantic region to effectively counsel insurance customers.
• Contact insured by phone or email on non-renewal notices in an attempt to place business with another agency carrier.
• Contact policyholders from the agencies existing book of business through inbound/outbound telephone calls, direct mail, and email to review policies prior to renewal.
• Execute and facilitate insured’s service requests, while anticipating account rounding and cross-selling opportunities including AAA membership sales and/or upgrades.
• Meet established productivity measures established by management team in support of the Agency performance.
• Achieve the required quality rating of customer phone interactions as rated by management and or external quality assurance review teams.
• Maintain training and knowledge of all AAA Mid-Atlantic and insurance products for cross selling opportunities through completion of courses provided by AAA University and continuing education classes.
• Analyze policy to enhance retention and better meet the needs of the consumer. Counsel the policyholder concerning appropriate coverage, policy limits, payment options and state laws that will best meet their needs for sufficient protection against risks covered by Property and Casualty insurance.
• Counsel existing customers concerning coverage and/or policy changes, quote insurance rates, and accurately complete new insurance applications.
• Collaborate with others to achieve results; sharing ideas and knowledge; to build morale and cohesion within group.

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