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Retention Specialist

Company: AAA Mid-Atlantic
Location: Newark
Posted on: May 3, 2021

Job Description:

AAA Club Alliance is seeking an Insurance Policy Retention Specialist to join our dynamic team at our Newark Operations Center in Newark, DE! This position is responsible for retaining policyholders through counsel concerning coverage, policy limits, deductibles, payment options, discounts and underwriting eligibility. **Must have a current P/C license**

The ideal candidate will have:

  • A current P/C (Property and Casualty Insurance License)
  • Superior Sales / Customer Service skills, preferably in a Call Center environment
  • Excellent verbal and written communication with the ability to make quick decisions
  • Proficiency with Windows operating systems, with the comfort level to navigate between systems and programs easily
  • A self-starter with the ability to multi-task and learn new skills & technology quickly
  • Ability to cascade training to new retention associates.
  • Ability to handle special projects as assigned.

The primary duties of the Policy Retention Specialist are:

  • Contact policyholders from the agencies existing book of business through inbound/outbound telephone calls, direct mail, and email to review policies prior to renewal. 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. 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.
  • Counsel existing customers concerning coverage and/or policy changes, quote insurance rates, and accurately complete new insurance applications. Quote and re-market policies when necessary. Execute and facilitate insureds service requests, while anticipating account rounding and cross-selling opportunities including AAA membership sales and/or upgrades. Contact insured by phone or email on non-renewal notices in an attempt to place business with another agency carrier.
  • Collaborate with others to achieve results; sharing ideas and knowledge; to build morale and cohesion within group. Achieve the required quality rating of customer phone interactions as rated by management and or external quality assurance review teams. Meet established productivity measures established by management team in support of the Agency performance. 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.

Minimum Qualifications:

  • Associates Degree or equivalent work experience/education.
  • 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).
  • Property and Casualty insurance license

W hy 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 competitive hourly rate of $18.50 - 20.75; 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

Keywords: Insurance, Retention, Personal Lines, Customer Service, AAA, DE Insurance Jobs, AAA Jobs, Insurance Jobs, Policy Retention, AAA Insurance, Cross Selling, Newark, DE Jobs

If you have the qualities and skills described, apply today to become a part of our growing team!

To learn more about our company and the position, please visit , To see what it is like to work at AAA Club Alliance, check out our on the Company Website

At AAA Club Alliance, weve been driven for more than 100 years to provide our members with superior roadside assistance, personal service, and peace of mind. This same commitment to a life well-lived has earned AAA Club Alliance the reputation as a great place to work. Our people tell us its the companys positive work/life balance, the dynamic team environment, excellent benefits, and strong customer focus that keep them happy; their ideas are respected and valued. And, perhaps most important of all, they get to make a difference every day.

AAA Club Alliance Inc. is committed to provide a safe and professional work environment. EOE/M/F/D/V

This Organization participates in E-Verify:

Applicants have rights under Federal Employment Laws:

Applicants have rights under State and Local Employment Laws:





New Jersey


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Keywords: AAA Mid-Atlantic, Newark , Retention Specialist, Other , Newark, Delaware

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