Company: AAA Mid-Atlantic
Posted on: May 3, 2021
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
- 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
- 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.
- 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
- 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
- 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 ,
AAAClubAlliance.jobs 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
Keywords: AAA Mid-Atlantic, Newark , Retention Specialist, Other , Newark, Delaware
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