AAA Northern California, Nevada & Utah

Licensed Insurance Retention Agent

AAA Northern California, Nevada & Utah

full-time

Posted on:

Location Type: Remote

Location: Arizona • Utah • United States

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Salary

💰 $24 per hour

About the role

  • Proactively retain members by engaging with internal team members who have members considering policy cancellations.
  • Leverage your expertise in Third Party Carrier sales and sales platforms to offer competitive products via Epic Quotes, aiming to prevent CSAA policy cancellations and rewrite policies within the MWG Agency to ensure continued service excellence.
  • Consistently deliver a solution-oriented service experience that enhances member loyalty and satisfaction with the AAA brand.
  • Conduct in-depth reviews with members to identify their specific needs and maximize value.
  • Assess risk using provided tools and underwriting guidelines, then recommend, quote, bind, and issue appropriate policies within the MWG footprint.
  • Explain the value proposition and address objections to save the member and retain them within the MWG Agency.
  • Follow established protocols for handling cancellation calls and warm transfers, prioritizing saving policies with CSAA first.
  • Ensure accurate and timely tracking of all customer interactions and actions taken.
  • Identify opportunities for process improvement, propose effective solutions, and implement best practices to enhance the overall member experience.

Requirements

  • MUST LIVE IN ARIZONA OR UTAH
  • MUST HAVE ACTIVE PROPERTY & CASUALTY OR PERSONAL LINES LICENSE
  • 4-6 years sales, retention or customer service experience
  • Strong verbal and written communication skills
  • Proficient in standard office software (e.g., Word, Excel, web browsers, email)
  • Understanding of AAA and Third-Party Carrier products, services, and systems is preferred.
  • Aptitude for multitasking in a fast-paced working environment.
  • Bilingual communication skills preferred.
  • Obtain and hold all necessary unrestricted insurance and membership licenses for every state the Member Service Center covers. Required within 60 calendar days from your hire date or from when new states are added to the service area to secure these licenses.
Benefits
  • Great Pay - opportunity to participate in AAA discretionary annual incentive plan or other incentive plans depending upon position
  • 401k Matching – $1 for $1 company match up to 6% of eligible earnings per pay period
  • Benefits – Medical, Dental, Vision, wellness program and more!
  • Paid Holidays
  • Paid Time Off – Team Members accrue paid time off monthly. Depending on position, an additional 24 hours per year are earmarked for volunteer activities.
  • Collaborative Environment – AAA will value your contribution to providing exceptional service to our members
  • Free AAA Classic Membership
  • AAA Product Discounts
  • Tuition Reimbursement Program
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
salesretentioncustomer servicerisk assessmentpolicy quotingpolicy bindingunderwritingprocess improvementmultitaskingbilingual communication
Soft Skills
solution-oriented servicemember engagementcommunication skillsmember loyaltysatisfaction enhancementobjection handlingteam collaborationtime managementproblem-solvingadaptability
Certifications
active property & casualty licensepersonal lines licenseunrestricted insurance licenses