Insurance Retention Save Team

• Mediate insured’s cancellation requests/inquiries via telephone and/or internet throughout the ACE markets. Identify, recommend and offer solutions to avoid insurance policy cancellation. Ensure documentation is accurate and complete using the accepted underwriting criteria, procedures and quality standards. Responsible for the achievement of business goals on saved policies and saved policy ratio (opportunities vs. number of polices saved).

• Maintain up-to-date working knowledge of insurance products, features, and benefits. Keep current on policies.

• Identify cross-sell opportunities based on members’ product needs and service requests. Enhance member relationship by diversifying use of products and services. Provide sales leads to insurance, travel and other departments as appropriate.

• Work closely with internal departments or external sources on matters that may need to be escalated or require additional follow-up to resolve issues.

• Handle inbound Auto and Home insurance calls related to member change requests, billing inquiries, policy reviews, and any other insurance related inquiries.

• Work focuses on the ability to retain insurance business. During the retention interaction, obstacles and conflicts can arise that require the ability to multi-task and quickly provide solutions to various issues. Occasionally matters need to be referred to the manager for resolution.

Qualifications include:

• Bachelors Equivalent combination of education and experience Preferred

• 1-3 years Insurance sales Preferred

• Professional communication skills required, both written and oral

• Demonstrated ability to prioritize tasks and assignments required

• Proficiency in Microsoft Office software, including Outlook, Word and Excel required

• Property and Casualty Insurance License, valid in selling state - Issued by State Required

Travel Requirements

• Occasional travel to off-site business meetings or conferences. (5% proficiency)