Insurance Service Specialist - Outbound
Core
Execute insured service requests, counsel policyholders on coverage and renewal, and facilitate cross-selling opportunities via phone, mail, and email.
Role type
Outbound Insurance Service Specialist
Builds
Policy renewals and account rounding for AAA members
Domain
Insurance / Property and Casualty
Deliverable
client delivery
Required skills
Active Property and Casualty License, Active Personal Lines License, customer service, sales, call center operations, policy review, state law knowledge
Preferred skills
Call Center experience
Responsibilities
Execute insured service requests accurately and timely, counsel policyholders on coverage and policy limits, review and update policies prior to renewal, serve as liaison between customer and sales agent, counsel members on membership benefits
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