Insurance Customer Service Agent jobs in United States
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AAA Washington · 6 hours ago

Insurance Customer Service Agent

AAA Washington is a trusted service provider offering a range of services including insurance and roadside assistance. The Insurance Customer Service Agent will provide support to customers regarding their personal line accounts, assisting them with inquiries related to policies, coverage, and billing.

Consumer Services

Responsibilities

Assist insurance customers with questions on their policies, coverage provided, policy billing and obtaining policy documents
Responsible for processing 1st party agent changes to existing policies in a timely and accurate manner
Responsible for managing the completion of 3rd party policy changes to existing policies in a timely and accurate manner
Responsible for working with approved 3rd party policy additional interests in providing coverage information and policy documents
Serve as a customer advocate for insurance clients while adhering to insurance regulations and underwriting standards
Identify insurance cross sell and new business opportunities and refer those opportunities to the appropriate sales and/or retention channel
Partner with Customer Service Unit Team Leadership on case studies
Collaborate with team members to resolve customer issues
Collaborate with Insurance Carrier Partner Customer Service and Underwriting Teams to resolve customer inquiries and issues
Responsible for contributing to the Key Performance Indicators, Service Level Agreements, and Annual Operating Plan of the Insurance Customer Service Unit
Responsible for meeting the individual Key Performance Indicators of a Customer Service Agent
Acts as an AAA Membership Ambassador by advocating and supporting the growth and retention of AAA Washington members
Contributes to a positive team dynamic through respectful interactions, positive contributions, and active collaboration to achieve department and organizational goals
Incorporates AAA’s vision, mission and values in day-to-day activities and behaviors; guides and motivates others to remain committed to AAA’s vision mission and values

Qualification

Personal lines insuranceWashington State Insurance licenseCustomer service experienceInsurance technologyMS OfficeCommunication skillsProblem-solving skillsTeam collaborationMentoring skills

Required

High school diploma or GED
1+ years' experience in customer service field
Active Washington State Property & Casualty Insurance license, or obtained within 60 days
Comprehensive knowledge of personal lines insurance including fundamental insurance principles, underwriting and risk selection, and policy provisions and coverage for all agency carriers
Knowledge of MS Office and navigating the internet
Competent in agency and carrier applications and systems
Ability to adjust style and approach to suit situations that involve rapidly changing tasks, shifting priorities, and simultaneous demands
Ability to communicate clearly and professionally both verbally and in writing, including effective use of listening skills
Skilled in working independently, prioritizing, and following through on assignments with minimal direction
Has a strong sense of urgency and willing to take extra measures when solving problems and getting work done
Ability to make timely and sound decisions and solve problems by assessing relevant information
Ability to notice discrepancies and inconsistencies in available information
Models a high standard of quality and commitment to serving the public, including building strong relationships with members inside and outside the organization
Capable of mentoring, motivating and guiding others toward both individual and organization goals

Preferred

Associate degree (AA) is preferred in business, sales, or related field
1+ years' experience working with insurance technology preferred
Industry designations or certifications preferred

Benefits

Health insurance (medical, vision, dental and prescription drug)
Up to 22 days of Paid Time Off (PTO) in the first year
Eleven paid holidays in addition to PTO
401(k) with Employer Match
Life, Short-Term Disability and Long-Term Disability insurance
Flexible Spending Accounts
4 Hours of Volunteer Time Off per year
On-Demand Pay / Earned Wage Access
Free Premier RV AAA Washington Membership
Travel, Insurance, and Membership Discounts and Perks
Paid, on-going training throughout your career
THRIVE wellness program
Tax-advantaged commuter benefit
Free parking
Financial Literacy Education

Company

AAA Washington

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AAA offers 24-hour emergency road service, plus travel and insurance services

Funding

Current Stage
Late Stage

Leadership Team

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Heather Snavely
President & CEO
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Andrea Russell
Senior Human Resources Business Partner
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Company data provided by crunchbase