Insurance Service Specialist - Outbound

Summary

AAA Club Alliance is seeking an Outbound Insurance Service Specialist to support its established insurance and membership services business. The role focuses on servicing policyholders, reviewing policies for renewal, counseling customers on coverage and payment options, and identifying cross-sell and account rounding opportunities while maintaining compliance and retention goals.

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

Skills

• High school diploma or equivalent
• 2+ years of customer service and sales experience in an insurance environment
• Active **Property and Casualty License or Personal Lines License required**
• Membership license required or ability to obtain license within 90 days of employment
• **Schedule Requirements: Mon – Fri, 10:00am to 6:00pm CST/EST, with at least 1 Saturday a month on a rotating schedule**
• Call Center experience preferred

Qualifications

Must Haves

• High school diploma or equivalent
• 2+ years of customer service and sales experience in an insurance environment
• Active **Property and Casualty License or Personal Lines License required**
• Membership license required or ability to obtain license within 90 days of employment
• **Schedule Requirements: Mon – Fri, 10:00am to 6:00pm CST/EST, with at least 1 Saturday a month on a rotating schedule**

Nice to Haves

• Call Center experience preferred

Benefits

• Monthly and Quarterly bonus potential
• Uncapped monthly bonuses, with average bonus pay of $565.00 per month
• Computer equipment provided by AAA Club Alliance
• Medical, Dental, and Vision plan options
• Up to 2 weeks Paid parental leave
• 401k plan with company match up to 7%
• 2+ weeks of PTO within your first year
• Paid company holidays
• Company provided volunteer opportunities + 1 volunteer day per year
• Free AAA Membership
• Continual learning reimbursement up to $5,250 per year