AAA Northeast · 2 days ago

Insurance Retention Agent I (53197)

Providence, RI

Full-time

Remote

Entry Level

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Financial ServicesInsurance

Insider Connection @AAA Northeast

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Responsibilities

Identifies insured customers who are most likely to become a retention risk and contacts them in an effort designed to retain the customer and preserve existing in-force insurance policies. Identifies and contacts customers who may be eligible for premium rating discounts. Offers rewrite insurance policies to customers as new company products are introduced.

Provides telephone support by taking retention calls from at-risk customers. Handles inbound calls from marketing initiatives to promote policy reviews. Performs other job-related duties as required, according to department policies, procedures, and practices.

Promotes AAA Membership as an insurance benefit. Enrolls new members and reinstates or renew existing members to apply insurance discounts.

Participates in book roll initiatives to move Agency customers to Motor Club Insurance Company within the applicable AAA Northeast region. Sells and cross-sells insurance products as applicable.

Develop familiarity with various insurance carrier products, services, technology, and processes. Follow all agency processes and procedures in quoting and binding coverage, as well as receipt and processing of all member payments. Gain general knowledge of insurance practices, including the scope of an agent's authority.

Participate in sales programs designed to develop insurance prospects; maintain prospect files in the Customer Relationship Management (CRM) system.

Qualification

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Sales ExperienceCustomer Service ExperienceProperty & Casualty LicenseCRM ProficiencyRelationship Building