Insurance Retention Save Team

AAA • Costa Mesa, CA

6d

About The Position

This position is responsible for improving insurance retention results by performing insurance sales or underwriting processing functions, with an emphasis on maintaining insurance business relationships with members. The role mediates insureds’ cancellation requests and inquiries by telephone and/or internet throughout the ACE markets, and works closely with branch offices, underwriting, other internal departments, and external sources. It is responsible for two or more of the areas of membership, retention, and insurance.

The position handles inbound Auto and Home insurance calls concerning member change requests, billing inquiries, policy reviews, and other insurance-related matters. The work focuses on retaining insurance business. Retention interactions may involve obstacles and conflicts requiring multitasking and quick solutions; some matters may be referred to a manager for resolution.

Sales Agents start at $20.23 per hour. After completing the training program, full-time Sales Agents who successfully meet sales goals earn an average of $65,000–$79,400 annually. Occasional travel to off-site business meetings or conferences is required.

Requirements

• Bachelor’s degree or equivalent combination of education and experience.
• Professional written and oral communication skills.
• Ability to prioritize tasks and assignments.
• Proficiency in Microsoft Office software, including Outlook, Word, and Excel.
• Valid Property and Casualty Insurance License in the selling state, issued by the state.

Nice To Haves

• 1–3 years of insurance sales experience.

Responsibilities

• Mediate insureds’ cancellation requests and inquiries via telephone and/or internet throughout the ACE markets.
• Identify, recommend, and offer solutions to avoid insurance policy cancellation.
• Ensure documentation is accurate and complete according to accepted underwriting criteria, procedures, and quality standards.
• Achieve business goals for saved policies and saved-policy ratio, measured as opportunities compared with policies saved.
• Maintain current working knowledge of insurance products, features, benefits, and policies.
• Identify cross-sell opportunities based on members’ product needs and service requests.
• Enhance member relationships by diversifying members’ use of products and services.
• Provide sales leads to insurance, travel, and other departments as appropriate.
• Work with internal departments and external sources on matters requiring escalation or additional follow-up.
• Handle inbound Auto and Home insurance calls regarding member change requests, billing inquiries, policy reviews, and other insurance-related inquiries.
• Multitask and quickly provide solutions to issues arising during retention interactions; refer matters to a manager when necessary.

Benefits

• Medical, dental, and vision coverage.
• 401(k) savings plan with company match and pension.
• Tuition assistance.
• Floating holidays and paid time off for community volunteer programs.
• Paid parental leave.
• Wellness programs.
• Employee discounts on membership, insurance, travel, entertainment, services, and more.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level