AAA Northeast · 11 hours ago

Insurance Retention Agent II- Must have P&C License

Providence, RI

Full-time

Remote

Mid Level

3+ years exp

Maximize your interview chances

Financial ServicesInsurance

Insider Connection @AAA Northeast

Discover valuable connections within the company who might provide insights and potential referrals.
Get 3x more responses when you reach out via email instead of LinkedIn.

Responsibilities

Supports AAA Insurance strategic initiatives by increasing revenue through improved customer retention; contacts at-risk members identify insurance needs, surveys, preserves existing policies, sells and cross-sells when appropriate. Builds relationships with customers through the delivery of Five Diamond Service.

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. Handles survey responses that needs special attention in addition to other complex member issues needing five diamond service.

May be assigned research projects related to customer retention from the Insurance Management team. Works to ensure operational efficiency; may assist with the development of revised policies and procedures; assists with the effective communication of new procedures and development of training as required.

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

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

SalesProperty & Casualty Insurance LicenseInsurance Industry DesignationsData AnalysisTelephone SupportPolicy ReviewRelationship Building