Insurance Retention Save Team

AAA • Costa Mesa, CA

8d • $65,000 - $79,400

About The Position

This position is responsible for improving insurance retention results by performing insurance sales or underwriting processing functions focused on maintaining insurance relationships with members. The role mediates insureds’ cancellation requests and inquiries by telephone and/or internet throughout the ACE markets and is responsible for two or more of the following areas: 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. Retention interactions may involve obstacles and conflicts requiring multitasking and prompt problem-solving; some matters are referred to a manager for resolution. The role works with internal departments, including Branch Offices and Underwriting, as well as external sources, when issues require escalation or follow-up.

Sales Agents start at $20.23 per hour. After training, 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 (5%).

Requirements

• Professional written and oral communication skills.
• Demonstrated ability to prioritize tasks and assignments.
• Proficiency in Microsoft Office, including Outlook, Word, and Excel.
• A valid Property and Casualty Insurance License issued by the selling state.
• Occasional travel to off-site business meetings or conferences (5%).

Nice To Haves

• Bachelor’s degree or equivalent combination of education and experience preferred.
• One to three years of insurance sales experience preferred.

Responsibilities

• Mediate insureds’ cancellation requests and inquiries by telephone and/or internet throughout the ACE markets.
• Identify, recommend, and offer solutions to avoid insurance policy cancellations.
• Ensure documentation is accurate and complete in accordance with accepted underwriting criteria, procedures, and quality standards.
• Meet business goals for saved policies and saved policy ratio (opportunities versus policies saved).
• Maintain up-to-date knowledge of insurance products, features, benefits, and policies.
• Identify cross-sell opportunities based on members’ product needs and service requests, and support members’ use of a broader range of products and services.
• Provide sales leads to insurance, travel, and other departments as appropriate.
• Work with internal departments or external sources to escalate or follow up on issues through resolution.
• Handle inbound Auto and Home insurance calls regarding member change requests, billing inquiries, policy reviews, and other insurance-related inquiries.
• Multitask and provide prompt solutions during retention interactions, referring matters to a manager when needed.

Benefits

• Medical, dental, and vision coverage.
• 401(k) savings plan with company match and a 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