Insurance Retention Agent (58600)

AAA NortheastNorth Providence, RI
$24 - $26Onsite

About The Position

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 Personal Lines licensing, 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. Schedules available: 4 day work week: 8:30am-7pm. Monday, Tuesday, & Friday required. Every other Saturday 8am-5pm required. 5 day work week: 10:30am-7pm. Monday, Tuesday, & Friday required. Every other Saturday 8:30am-5pm required.

Requirements

  • High School or GED required
  • 1+ years Sales or customer service experience required
  • Must obtain Personal Lines license within 30 days of training

Nice To Haves

  • Associate's Degree preferred

Responsibilities

  • 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.
  • Sell and cross - sells insurance product.
  • 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.
  • 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.
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