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Retention Agent
AAA Mid-Atlantic Inc
Cincinnati, OH, United States
Job Details - this job has expired, please see similar jobs below
Do you have…
• A commitment to providing exceptional service?
• Professional expertise and a passion for what you do?
• A high level of integrity?
• An ability to work independently and collaboratively as a team member?
• Creative thinking and problem-solving skills?
• Dedication to developing your own skills and knowledge?
Our most successful associates demonstrate these qualities every day.
Responsible for selling insurance products to existing and potential clients. Requires a specialized knowledge of insurance practice. Clear understanding of the agency and carrier standards and compliance. Able to work independently.
The primary duties of the Insurance Retention Specialists are:
• Sells and services existing policies including new sales, renewal retention, changes, claims, cancellations, reinstatements and policy processing. Interacts with insurance companies, in a timely and effective manner, assuring resolution of client issues.
• Provides comprehensive and detailed insurance information that is timely and accurate to all internal and external clients. Maintains proper documentation in compliance with existing regulatory standards. This applies to all policy transactions.
• Maintains current with all agency and carrier compliance. Exercises discretion and initiative in procedures and acts in accordance with established practices.
• Maintains a minimum of 4 plus hours per day to take incoming calls. Provides coverage and support for calls outside of local region.
• Suggests AAA products and referral sales to all business lines.
• Utilizes automation capability to perform all functions. Keeps informed of changes and developments that occur with agency systems and applications.
• Protects the confidentiality of department records, files, correspondence and all matters in which this position is involved.
• Performs other related duties, training and projects as assigned.
• Shows and creates a positive, professional and courteous attitude to members, co-workers and the public through all types of communication tools.
Minimum Qualifications:
• A minimum of 2-5 years of experience quoting, selling and servicing personal insurance products.
• Sales experience required.
• Property & Casualty Agent license required.
• Courteous and effective communication skills.
• Ability to work closely with other staff members.
• Able to set priorities and schedule daily duties.
• Basic knowledge of personal computers and Microsoft Office.
• Ability to make decisions with clear judgment.
• Problem solving skills
• Ability to follow directions and complete duties with speed and accuracy.
• Ability to provide suggestions and implement changes that enhance operations
To the qualified candidate, we offer:
• A competitive salary
• Over 3 weeks of Paid Time Off accrued during the first year of employment
• Paid Holidays
• 401(k) plan with employer match
• Health & Life Insurance
• Tuition reimbursement
• Complimentary AAA Premier level membership (inclusive of product & service discounts)
Applicants have rights under Federal Employment Laws:
The Equal Employment Opportunity (EEO)
The Employee Polygraph Protection Act (EPPA)
The Family and Medical Leave Act (FMLA)