Insurance Retention & Service Specialist - P&C

AAA Minneapolis Insurance Agency is seeking a motivated and customer-focused Insurance Retention and Customer Service Specialist to join our dynamic team. This role is key in utilizing proven customer care and retention strategies to strengthen and grow our insurance business. You will work closely with clients to address service needs, provide tailored solutions, and ensure their evolving insurance requirements are met with professionalism and care. If you are passionate about delivering exceptional customer experiences and building lasting relationships, we encourage you to apply!

Annual Base Salary Commission Bonus Opportunities

Paid Time Off (PTO)

Work from Home

Flexible Schedule

Health Insurance

Disability Insurance

Life Insurance

Vision Insurance

Dental Insurance

Parental Leave

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Evenings Off

• Engage and Retain Clients: Build rapport with policyholders, address their concerns, and counsel them on coverage options to enhance retention and meet their evolving needs.
• Analyze and Optimize Policies: Review policies to recommend appropriate adjustments, ensuring sufficient protection and customer satisfaction.
• Document and Follow Up: Record detailed notes for every customer interaction in AMS 360 and provide timely follow-ups with urgency and care.
• Collaborate and Share Insights: Contribute to team learning by sharing client insights and experiences during monthly agency meetings.
• Deliver Exceptional Service: Respond promptly to inquiries, process policy changes, and act as a liaison between clients and business partners.

Are you newly licensed in the insurance industry? Great, your base salary will start around $49,000 and first-year commissions and bonus are expected to be around $15,000

Are you an experienced insurance service veteran looking for a change of scenery? Your base salary will start around $53,000 and our top earners made $25,000 in commission and bonus last year.

• Required to hold a current Property & Casualty Insurance License
• 2 years of property casualty insurance experience required
• Exceptional Communication: Outstanding verbal and written skills to effectively engage with clients via phone, email, and in person, while maintaining professionalism and responsiveness.
• Proactive Client Support: Anticipate client needs, deliver timely solutions, and provide exceptional service through active listening and thoughtful problem-solving.
• Strong Organizational Abilities: Excel at multitasking, time management, and independently prioritizing tasks to ensure seamless client experiences.