Insurance Service Specialist - Outbound
About The Position
AAA Club Alliance is seeking an Insurance Service Specialist - Outbound to join their established and trusted brand. This role focuses on executing service requests, counseling policyholders on coverage and policy details, and reviewing/updating policies to enhance retention. The specialist will also serve as a liaison between customers, sales agents, and management, and counsel members and non-members on membership benefits in correlation with insurance products. AAA Club Alliance is committed to cultivating a welcoming and inclusive workplace with diverse backgrounds and experiences.
Requirements
- Active Personal Lines or Property & Casualty (P&C) license required.
- Must reside in one of the following states: CT, PA, NJ, MD, DE, VA, WV, KY, OH, IN, KS, OK, SD, AL, FL, GA, MI, MN, MO, MT, NC, TN, or TX
- High school diploma or equivalent
- 2+ years of customer service and sales experience in an insurance environment
- Active Property and Casualty License or Personal Lines License required
- Membership license required or ability to obtain license within 90 days of employment
Nice To Haves
- Call Center experience preferred
Responsibilities
- Execute and facilitate insured’s service requests accurately and timely, while anticipating the sale for account rounding and cross-selling opportunities
- Counsel the policyholder concerning appropriate coverage, policy limits, payment options and state laws that will best meet their needs.
- Work with policyholders from the agencies existing book of business through inbound telephone calls, direct mail, and email to review policies prior to renewal. Review and update policy to enhance retention and better meet the needs of the consumer.
- Serve as liaison between the customer, sales agent and manager to ensure timeliness of responses and compliance with established company policies and procedures.
- Counsel the members and non-members regarding membership benefits in correlation with insurance products.
Benefits
- Monthly and Quarterly bonus potential
- Computer equipment provided by AAA Club Alliance
- Medical, Dental, and Vision plan options
- Up to 2 weeks Paid parental leave
- 401k plan with company match up to 7%
- 2+ weeks of PTO within your first year
- Paid company holidays
- Company provided volunteer opportunities + 1 volunteer day per year
- Free AAA Membership
- Continual learning reimbursement up to $5,250 per year
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
