Insurance Retention Agent II- Must have P&C License (53294) @ AAA Northeast | Jobright.ai
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Insurance Retention Agent II- Must have P&C License (53294) jobs in Providence, RI
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AAA Northeast · 9 hours ago

Insurance Retention Agent II- Must have P&C License (53294)

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Financial ServicesInsurance

Insider Connection @AAA Northeast

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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

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SalesProperty & Casualty LicenseInsurance Industry DesignationsData Analysis

Required

High School or GED Required
3 years of customer service Required
3 years of Sales Required
REQUIRED- Property & Casualty Insurance Producers License

Preferred

Associate's Degree Preferred
Bachelor's Degree Preferred
PREFERED- Insurance Industry Designations Required

Company

AAA Northeast

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AAA Northeast provides insurance and financial services.

Funding

Current Stage
Late Stage

Leadership Team

J
John Galvin
President & CEO
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Company data provided by crunchbase
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