This position is part of the Policy Management Group (PMG) and Insurance Retention Unit (IRU) that makes outbound phone calls to at-risk policy segments. The objective is to improve insurance business retention. Responsibilities include performing insurance sales or underwriting processing functions with an overall emphasis on maintaining our insurance business relationship with members. Mediate insured's cancellation requests and inquiries via telephone or internet.
The position is responsible for two or more of the following areas: membership, retention, and insurance.
Job Duties
Using a predictive dialing tool call pre-defined insurance policyholders to avert the possibility of cancellation. Call campaigns include but are not limited to; Auto and Home Pre-Renewal, Cancel Non-Payment (CNP), Terminated Renewal for Non-Payment (TRNP), National Change of Address (NCOA), EFT Rejects, and Permitted to Operator (P-to-O), and ad-hoc campaigns. Promote benefits of AAA insurance, secure intent to renew, offer review of insurance policy, and answer any policy related questions. Ensure documentation is accurate and complete, using the accepted underwriting criteria, procedures and quality standards.
Handle inbound insurance services calls regarding to member requests, billing inquiries, policy reviews, and any other insurance related inquiries.
Maintain up-to-date thorough working knowledge of insurance products, features, and benefits. Attend all required training.
Identify cross-sell opportunities based on members’ product needs and service requests. Enhance member relationship by diversifying use of products and services. Provide sales leads to insurance, travel and other departments as appropriate.
Work focuses on the ability to retain insurance business. During the retention interaction, obstacles and conflicts can arise that require the ability to multi-task and quickly provide solutions to various issues. Occasionally matters need to be referred to supervision for resolution.
Qualifications
Bachelors Equivalent combination of education and experience Preferred
1-3 years Insurance Services Preferred
Professional communication skills required, both written and verbal
Demonstrated ability to prioritize tasks and assignments required
Proficiency in Microsoft Office software, including Outlook, Word and Excel required
Property and Casualty Insurance License, valid in selling state - Issued by State Required.
Our Sales Agents start at an hourly rate of $19.23. After completion of the training program, our full-time Sales Agents successfully meeting sales goals earn on average between $54,900-$67,100 annually.
Remarkable benefits:
• Health coverage for medical, dental, vision
• 401(K) saving plan with company match AND Pension
• Tuition assistance
• PTO for community volunteer programs
• Wellness program
• Employee discounts (membership, insurance, travel, entertainment, services and more!)
“Through dedicated employees we proudly deliver legendary service and beneficial products that provide members peace of mind and value.”
AAA is an Equal Opportunity Employer
The Automobile Club of Southern California will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable federal, state, and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance (FCIHO), the Unincorporated Los Angeles County (ULAC) regulation, and the California Fair Chance Act (CFCA).