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AAA-The Auto Club Group · 9 hours ago

Licensed Customer Service & Sales Rep. - Raleigh, NC (New Hope)

New Hope, NC

Full-time

Onsite

New Grad, Entry Level

$23/hr - $25.50/hr

AAA The Auto Club Group is seeking a Field Insurance Service Representative to provide high-level support to the Insurance Agency and its members. The role involves servicing existing insurance accounts, processing applications, and promoting various insurance and financial products.

Insurance

Hiring Manager

Kelli Horne

Responsibilities

Perform retention calls, process applications, renewals, amendments, resolve customer problems, as well as selling membership and financial products (credit cards)

Provide price quotes on all insurance products and factor in all applicable rules (underwriting, business, etc.) and discounts to complete the sale

Take insurance payments (initial, installment, lapse, or reinstatement)

Respond to customers’ insurance inquiries and explains product features and Auto Club Group service advantages to potential customers for the purpose of promoting and selling various insurance, membership, and financial products

Refer to agent when appropriate

Recognize and promote cross-sale opportunities within the context of servicing a change to an existing member’s policy and provide efficient processing of customer policies, endorsements, and status and coverage changes in accordance with state rules and corporate policies and procedures

Provide customer assistance through the performance of sales processing activities and assists management and agents when applicable

Conduct outbound promotional and retention call activities per management request and provides general promotion of Auto Club Group products and services following established guidelines

Participate in a team environment to promote customer satisfaction and consistent service following the customer service model

Receive and resolve member/customer complaints and seeks assistance from management in complaint resolution as necessary

Participate in office events developed to generate insurance revenue, improve member awareness of products, and support local community activities

Fulfill, maintain and service insurance policies

Respond to inquiries regarding insurance availability, eligibility, coverage. Prepare insurance proposals, policy changes, transfers, and billing clarification

Contact members or insureds regarding the renewal of delinquent memberships, late premium payments and to solicit reinstatements in the event of policy cancellations

Verify new business applications

Refer relevant members/insureds to other lines of business (i.e. Travel and Life)

Process insurance and membership payments

Update electronic member information

Maintain filing systems and provide other general Agency support

Qualification

Property & Casualty Insurance licenseCustomer Service trainingInsurance terminologySales regulatory guidelinesInsurance Systems proficiencyMicrosoft Office proficiencyMathematical calculationsTeamworkEffective communication

Required

A Current Property & Casualty Insurance license

Must qualify, obtain, and maintain all applicable state licenses and appointments required for selling and/or servicing Auto Club Group Membership products

Successful completion of Customer Service, Insurance and Membership training within 6 months of hire

High School Diploma or equivalent

Provide a high level of customer-focused service

Service insurance policies and processing applications, renewals, and amendments

Respond to billing and coverage questions

Process monetary transactions; Taking payments

Promote the sales of insurance products and services using established guidelines

Present complex information in a clear and concise manner

Analyze member/potential customer insurance needs and determine appropriate levels of coverage

Prepare appropriate rate quotations

Organize, plan and promote the sale of ACG insurance and membership products and services

Perform outbound service calls

Maintain accurate records

Insurance terminology

General insurance regulations

Underwriting procedures

Sales regulatory and compliance guidelines

Insurance Systems and/or membership systems (e.g., PPS, POS, IMS, IPM)

Work effectively in a team environment

Work independently, with minimal supervision

Exceed member expectations relating to professionalism of demeanor, efficient and effective customer service (on phone or in person) and maintenance of workstation and office facility

Proficient in using Microsoft Office products

Read, comprehend, and communicate clearly and concisely in the work environment and with the public (e.g., explain instructions, rules and procedures)

Perform mathematical calculations to accurately perform monetary transactions

Work under pressure in a high volume, fast paced customer service environment

Successfully complete appropriate training relative to all Auto Club Group (ACG) products and services