Full-Time

Policy Retention Specialist

Insurance

Posted on 11/1/2025

AAA Club Alliance

AAA Club Alliance

No salary listed

Kansas, USA + 12 more

More locations: Pennsylvania, USA | Delaware, USA | Jackson Township, NJ, USA | Waterbury, CT, USA | South Dakota, USA | Virginia, USA | Kentucky, USA | West Virginia, USA | Maryland, USA | Oklahoma, USA | Ohio, USA | United States

Remote

Fully remote; candidate must reside in CT, PA, NJ, MD, DE, VA, WV, KY, OH, IN, KS, OK, or SD.

Category
Finance & Banking (3)
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Requirements
  • Candidates MUST RESIDE in one of the following states: CT, PA, NJ, MD, DE, VA, WV, KY, OH, IN, KS, OK or SD
  • Active Property and Casualty License or Personal Lines License
  • Membership license required or ability to obtain license within 90 days of employment
  • High school diploma or equivalent
  • 2+ years of customer service and/or sales experience in an insurance environment
  • Call Center experience preferred (not required)
  • Schedule Requirements: Mon – Fri, 10:00am to 6:00pm EST, with at least 1 Saturday a month on a rotating schedule
Responsibilities
  • Execute and facilitate insured’s service requests accurately and timely, while anticipating the sale for account rounding and cross-selling opportunities
  • Counsel the policyholder concerning appropriate coverage, policy limits, payment options and state laws that will best meet their needs
  • Work with policyholders from the agencies existing book of business through inbound telephone calls, direct mail, and email to review policies prior to renewal. Review and update policy to enhance retention and better meet the needs of the consumer.
  • Serve as liaison between the customer, sales agent and manager to ensure timeliness of responses and compliance with established company policies and procedures.
  • Counsel the members and non-members regarding membership benefits in correlation with insurance products
Desired Qualifications
  • Call Center experience preferred

Company Size

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Company Stage

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Total Funding

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Headquarters

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Founded

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INACTIVE