Outbound Retention Specialist

Overview

Why join?

Join us in revolutionizing an entire industry's customer engagement. We prioritize human connection through technology. If you're driven by purpose and want to make a meaningful impact on people's lives, this is the place for you. Our team challenges norms with the support of a trusted American brand.

• Purpose: A leading professional services firm found that AAA Life associates demonstrate some of the highest levels of commitment, empathy, and dedication when compared to top U.S. companies in a benchmark analysis.
• Growth: We have the privilege to offer our products to tens of millions of Americans that make up the AAA member base.
• Focus is on "working families", "everyday Americans", "ordinary citizens", "mainstream population", and "average income households", providing life insurance products that truly impact people's lives (more information will be provided in the interview).
• Team (Culture): USA Today named us a 2024 top US workplace.

Who are we looking for?

The Outbound Retention Specialist works independently and is primarily responsible for promoting the retention of policies in a call-center environment. This role consistently leverages our brand and commitment to creating a positive member experience.

Responsibilities

How will you contribute?

• Responsible for making outbound calls to conduct annual reviews with existing customers and performing a policy review to ensure the coverage is adequate to meet their current needs.
• Identifies sales opportunities based on life events and forwards them to the appropriate sales team for follow-up.
• Responds to all callback requests from AAA Life Policy Holders within the established timeline.
• Follows internal processing procedures to ensure that all transactions are completed in accordance with company policies and procedures.
• Conducts outbound retention calls as assigned to assist customers in keeping their coverage current or to offer a consultation with a Sales Agent.
• Provides technical and product information in response to the customer's changing life events, promoting the sale of AAA Life products.
• Assists management with the research and completion of special projects.
• Successfully completes the appropriate training on all relevant AAA Life products and services.

Qualifications

What do you offer?

• High School diploma or GED required; some college-level coursework preferred.
• Minimum 2 years' experience in the life insurance industry.
• Basic knowledge of AAA Life Insurance Products.
• Successful completion of the following LOMA Courses, preferred:
  • LOMA 280 or LOMA 281 - Insurance Principles.
  • LOMA 290 or LOMA 291 - Insurance Operations.
• Current license to sell life insurance and the ability to maintain any Life and Health insurance sales license in all applicable states, preferred.
• Must be able to work a flexible schedule including possible evenings and weekends, including the willingness to work overtime and weekends as business dictates.

What can we offer?

• Enjoy a flexible work environment that promotes work-life balance.
• Comprehensive medical, dental, and vision coverage starting from your first day.
• Employer 401k match and employer contribution to a pension plan.
• Generous PTO and paid parental leave to support your family needs.
• Opportunities for associate engagement in various social programs and community involvement initiatives backed by the company.