Insurance Service Specialist
AAA Mid-Atlantic - West Hartford, CT
posted 3 days ago
About the position
Become part of AAA's established & trusted brand! We've been serving our members for over 100 years. This position is fully remote, but candidates MUST RESIDE in one of the following states: CT, PA, NJ, MD, DE, VA, WV, KY, OH, IN, KS, OK or SD. The primary duties of the Policy Retention Specialist are to execute and facilitate insured's service requests accurately and timely, while anticipating the sale for account rounding and cross-selling opportunities. You will counsel the policyholder concerning appropriate coverage, policy limits, payment options and state laws that will best meet their needs. Additionally, you will work with policyholders from the agency's existing book of business through inbound telephone calls, direct mail, and email to review policies prior to renewal. You will also serve as a liaison between the customer, sales agent and manager to ensure timeliness of responses and compliance with established company policies and procedures. Furthermore, you will counsel the members and non-members regarding membership benefits in correlation with insurance products.
Responsibilities
- Execute and facilitate insured's service requests accurately and timely.
- Anticipate the sale for account rounding and cross-selling opportunities.
- Counsel the policyholder concerning appropriate coverage, policy limits, payment options and state laws that will best meet their needs.
- Work with policyholders from the agency's existing book of business through inbound telephone calls, direct mail, and email to review policies prior to renewal.
- Review and update policy to enhance retention and better meet the needs of the consumer.
- Serve as liaison between the customer, sales agent and manager to ensure timeliness of responses and compliance with established company policies and procedures.
- Counsel the members and non-members regarding membership benefits in correlation with insurance products.
Requirements
- High school diploma or equivalent
- 2+ years of customer service and/or sales experience in an insurance environment
- Active Property and Casualty License or Personal Lines License
- Call Center experience preferred
- Membership license required or ability to obtain license within 90 days of employment.
Nice-to-haves
- Experience in a remote work environment
- Familiarity with insurance products and services
Benefits
- A competitive hourly rate, depending on experience
- 3+ weeks of Paid Time Off
- 8 Paid Holidays
- 401(k) plan with employer match up to 7%
- Medical, Dental, Vision and Prescription coverage
- FREE AAA membership (inclusive of product & service discounts)
- FREE Life Insurance
- An in-house virtual training program
