Insurance Retention Agent (59055)

AAA Northeast is committed to helping customers maintain their insurance coverage. As an Insurance Retention Agent, you will connect with members to identify retention opportunities and recommend suitable insurance solutions, while providing support through inbound and outbound calls.

Responsibilities

• Proactively identify policyholders at risk of canceling and connect with them to retain coverage and preserve their existing insurance policies
• Reach out to customers who may qualify for premium discounts, offer policy rewrites when new products become available, and cross-sell insurance solutions that fit their needs
• Provide inbound and outbound phone support to at-risk customers and respond to marketing-driven calls related to policy reviews
• Promote AAA Membership as a valuable insurance benefit by enrolling new members and renewing or reinstating existing memberships to help customers access discounts
• Build knowledge of insurance carrier products, services, systems, and processes while following agency procedures for quoting, binding coverage, and processing member payments
• Support sales and prospecting efforts by maintaining accurate prospect records in the Customer Relationship Management (CRM) system
• Perform other job-related responsibilities in accordance with department policies, procedures, and service standards

Skills

• High school diploma or GED required; Associate degree preferred
• Minimum of 1 year of sales or customer service experience
• Excellent oral and written communication skills, with the ability to convey detailed information
• Ability to adapt to changing priorities and conditions
• Ability to perform tasks with accuracy and attention to detail
• Strong organizational and time management skills
• Excellent problem-solving, analytical, and reasoning skills
• Must have a quiet, dedicated home office space free from distractions for work-from-home days
• Able to work a hybrid schedule, which includes 3 days in the Lincoln, RI office
• Must obtain a Personal Lines license within 30 days of training
• Associate degree preferred

Benefits

• We provide paid training and cover the cost to earn your Personal Lines license
• Remote Mon-Fri 8:30am-5pm training schedule
• Hybrid Monday-Friday 8:30am-5pm with a rotating Saturday shift (Tues/Wed/Thursday in office; Mon/Fri remote) work schedule

Company Overview