AAA Central Penn · 1 day ago
Insurance Support Specialist
AAA Central Penn is seeking an Insurance Support Specialist to join their Insurance Department. This role is crucial for supporting administrative workflows, ensuring compliance accuracy, and maintaining clean data to assist Client Service Agents and Sales Agents.
Consumer Services
Responsibilities
Monitor and manage incoming claims‑related emails, entering information accurately into customer CRM profiles
Support the commission and commission reconciliation process within the Agency Management System (AMS)
File insurance cancellation emails promptly and correctly in the CRM
Assign underwriting memos to Client Service Agents and track follow‑up and completion
Manage orphan accounts, including attaching policies, documenting direct‑written policies, and ensuring commission corrections are addressed
Update new business transactions in the AMS to prevent duplicate reporting
Perform compliance reviews by examining applications for completeness and accuracy, and following up with agents or customers to obtain missing information
Maintain accurate deceased member reports according to company procedures
Provide general clerical and operational support to the insurance team
Adhere to established workflows, compliance guidelines, and internal controls
Maintain confidentiality with all client documents, data, and correspondence
Qualification
Required
A high school diploma or equivalent; additional coursework in administrative, insurance, or compliance areas is a plus
Strong attention to detail, accuracy, and analytical thinking
Ability to manage multiple tasks in a fast-paced environment
Consistent and professional follow-up skills
Clear communication skills, both written and verbal
Ability to work both independently and in collaboration with internal teams
Preferred
Experience in insurance, compliance, administrative support, or customer service is preferred
Familiarity with CRM or Agency Management Systems—or the ability to learn quickly
Company
AAA Central Penn
AAA Central Penn serves members in Adams, Cumberland, Dauphin, Huntingdon, Juniata, Lancaster, Lebanon, Mifflin, and Perry counties.