AAA

Insurance Retention Save Team

United States full-time Mid $65,000 - $79,400
full-time Mid level Technology & IT Salary listed Curated
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About the role

Insurance Retention Save TeamThis position is responsible for improving insurance retention results. Performs insurance sales or underwriting processing functions with an emphasis on maintaining our insurance business relationship with our members. Mediates insured's cancellation requests/inquiries via telephone and/or internet throughout the ACE markets.

Works closely with other departments Branch Offices, Underwriting or external sources. The position is responsible for two or more of the following areas: membership, retention, and insurance.
Duties include:

Mediate insured’s cancellation requests/inquiries via telephone and/or internet throughout the ACE markets. Identify, recommend and offer solutions to avoid insurance policy cancellation. Ensure documentation is accurate and complete using the accepted underwriting criteria, procedures and quality standards. Responsible for the achievement of business goals on saved policies and saved policy ratio (opportunities vs. number of polices saved).

Maintain up-to-date working knowledge of insurance products, features, and benefits. Keep current on policies.

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 closely with internal departments or external sources on matters that may need to be escalated or require additional follow-up to resolve issues.

Handle inbound Auto and Home insurance calls related to member change requests, billing inquiries, policy reviews, and any other insurance related inquiries.

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 the manager for resolution.

Qualifications include:

Bachelors Equivalent combination of education and experience Preferred

1-3 years Insurance sales Preferred

Professional communication skills required, both written and oral

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

Travel Requirements

Occasional travel to off-site business meetings or conferences. (5% proficiency)

Our Sales Agents start at an hourly rate of $20.23. After completion of the training program, our full-time Sales Agents successfully meeting sales goals earn on average between $65,000 - $79,400 annually.
Remarkable benefits:
• Health coverage for medical, dental, vision
• 401(K) saving plans with company match AND Pension
• Tuition assistance
• Floating holidays and PTO for community volunteer programs
• Paid parental leave
• Wellness programs
• Employee discounts (membership, insurance,
travel, entertainment, services and more!)
Auto Club Enterprises is the largest club within the national AAA federation. We have nearly 17,000 employees in 24 states helping more than 18 million members. The strength of our organization is our employees. Bringing together and supporting different cultures, backgrounds, personalities, and strengths creates a team capable of delivering legendary, lifetime service to our members. When we embrace our diversity – we win. All of Us! With our national brand recognition, long-standing reputation since 1900, and constantly growing membership, we are seeking career-minded, service-driven professionals to join our team.“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
Our organization participates in E-Verify
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).
Originally posted on Himalayas

Interview prep

Walk in with sharper answers.

Use this as a quick practice sheet before you speak with the employer.

Mid
Technology & IT Excel Sales Writing Insurance Retention Mid level

Likely questions

  1. Tell us about work you have done that is close to the Insurance Retention Save Team role.
  2. How would you approach your first 30 days at AAA?
  3. Which of Excel, Sales and Writing have you used recently, and what did it help you achieve?
  4. Describe a time you solved a problem without waiting to be told exactly what to do.
  5. How do you handle busy days, changing priorities, or pressure at work?

Prepare before the call

  • A recent example that proves your experience with Excel, Sales and Writing.
  • One short story with a problem, your action, and the result.
  • Two examples that show the strengths listed on your CV.
  • A clear reason why this role and company interest you.
  • Your availability, preferred work style, and salary expectations.

Ask them

  • What would success look like in the first 90 days?
  • What are the main problems this hire should help solve?
  • How does the team give feedback and measure good work?
  • What does a normal working week look like for this role?
Practice line

I am interested in the Insurance Retention Save Team role because I can bring practical experience in Excel, Sales and Writing, learn the team quickly, and contribute to the outcomes AAA needs from this hire.

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