AAA Mountain West Group · 2 hours ago
Licensed Insurance Retention Agent - Remote
United States
Full-time
Remote
Mid, Senior Level
$24.04/hr - $24.04/hr
4+ years expAAA Mountain West Group is seeking a Senior Service Excellence Associate who will focus on member retention by preventing policy cancellations and strengthening relationships. This role requires expertise in identifying member needs and providing comprehensive insurance solutions to ensure members maintain their coverage.
Consumer Services
Responsibilities
Proactively retain members by engaging with internal team members who have members considering policy cancellations. You'll leverage your expertise in Third Party Carrier sales and sales platforms to offer competitive products via Epic Quotes,aiming to prevent CSAA policy cancellations and rewrite policies within the MWG Agency to ensure continued service excellence
Consistently delivering a solution-oriented service experience that enhances member loyalty and satisfaction with the AAA brand
Conducting in-depth reviews with members to identify their specific needs and maximize value. This involves assessing risk using provided tools and underwriting guidelines, then recommending, quoting, binding, and issuing appropriate policies within the MWG footprint
Applying sales techniques and product knowledge to understand customer needs. You'll effectively explain the value proposition and address objections to save the member and retain them within the MWG Agency
Following established protocols for handling cancellation calls and warm transfers, prioritizing saving policies with CSAA first. You'll ensure accurate and timely tracking of all customer interactions and actions taken
Identifying opportunities for process improvement, proposing effective solutions, and implementing best practices to enhance the overall member experience
Qualification
Required
MUST LIVE IN ARIZONA OR UTAH
MUST HAVE ACTIVE PROPERTY & CASUALTY OR PERSONAL LINES LICENSE
High school diploma or GED
4-6 years sales, retention or customer service experience
Obtain and hold all necessary unrestricted insurance and membership licenses for every state the Member Service Center covers. Required within 60 calendar days from your hire date or from when new states are added to the service area to secure these licenses
Strong verbal and written communication skills, essential for effective member engagement
Demonstrated expertise in sales, customer service, and meticulous follow-up
Proficient in standard office software (e.g., Word, Excel, web browsers, email)
Aptitude for multitasking in a fast-paced working environment
Receptive to feedback and adaptable to change
Preferred
Understanding of AAA and Third-Party Carrier products, services, and systems
Bilingual communication skills
Benefits
401k Matching – $1 for $1 company match up to 6% of eligible earnings per pay period
Benefits – Medical, Dental, Vision, wellness program and more!
Paid Holidays
Paid Time Off – Team Members accrue paid time off monthly. Depending on position, an additional 24 hours per year are earmarked for volunteer activities.
Free AAA Classic Membership
AAA Product Discounts
Tuition Reimbursement Program
Company
AAA Mountain West Group
AAA. Always here for our Members, communities, and you. Welcome to AAA Mountain West Group.
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Bruce Burroughs
EVP, Chief Technology Officer
Clay Creasey
Chief Financial Officer
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