Customer Service Specialist

Talentify; Jefferson City (MO); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Health coverage

401(K) plan with pension

Tuition assistance

Floating holidays and PTO

Paid parental leave

Wellness programs

Employee discounts

Job summary

AAA is seeking a Customer Service Specialist to support Field Sales and Branch operations. The role includes assisting insureds and members, selling memberships, processing changes and renewals, and providing billing information.

Strong service skills and an active Property and Casualty license are required. Responsibilities include lead development for office agents, cross-selling opportunities, and maintaining professional relationships with management and staff.

Qualifications

• High School GED required.
• 1-3 years customer service preferred.
• Moderate proficiency in data entry.
• Moderate Word and Excel skills preferred.
• Advanced customer service skills preferred.
• Property and Casualty/Solicitors License required.
• Property and Casualty Insurance License valid in selling state – issued within 1 year preferred.

Responsibilities

• Provide professional customer service to members and insureds and inform about memberships and insurance.
• Assist walk-in and telephone members; sell memberships; assist with changes, renewals, billing; process payments; verify coverage; provide binders; perform admin tasks.
• Develop insurance leads for agents and life specialists.
• Communicate positively with staff; maintain good relations with management.
• Support management and sales and life agents; engage in cross-selling opportunities.
• Resolve problems using discretion; refer complex issues to higher authority when needed.
• Handle routine transactions within guidelines; manage more complex transactions as needed.

Skills

Customer service

Data entry

Microsoft Word

Microsoft Excel

Advanced customer service

Education

High School GED

Tools

Property and Casualty Insurance License

Job description

Customer Service Specialist

Job Summary

This position performs a variety of routine and advanced duties in support of growth, service goals and profitability for Field Sales within a Branch. Performs routine and advanced duties in support of agents and other personnel. Provides service support for existing insured's and members. Assists in the sale of insurance products, and provides other insurance support services. Reviews and completes documentation for business written in an office. Provides information to members regarding memberships and insurance

Job Duties

• Provide professional customer service to members and insured’s. Provide service and information to members regarding memberships and insurance.
• Provide service to walk-in and telephone members seeking insurance services. Sell memberships and assist in the sale of insurance to prospective insureds. Assist members with changes to existing policies or memberships, renewals, and provide information regarding billing. Accept payments on membership and insurance. Verify insurance coverage for lien holders and leasing companies. Provide binders as requested. Perform typing and other administrative duties, including, but not limited to; letters, forms, cards, rush escrows and evidence of insurance.
• Develop insurance leads for office sales agents and life specialists.
• Communicate positively and effectively with all staff. Maintain and open and positive relationship with management.
• Provide service support for both management and sales and life agents. Engage in cross selling opportunities.
• Resolve member and insured related problems using discretion and independent judgment. Refer issues which require more authority to appropriate level.
• Service work tends to be routine and described within sales and underwriting guidelines.
• Has skill set necessary to handle most complex transactions and basic complaints.
• Complex complaints may be referred to higher level Insurance Specialists or Sales Management for handling.

Qualifications

• High School GED Required
• 1-3 years Customer service Preferred
• Moderate proficiency in data entry required.
• Moderate Microsoft Word and Excel skills preferred.
• Advanced customer service skills preferred.
• Property and Casualty/Solicitors License required.
• Property and Casualty Insurance License, valid in selling state - Issued by State within 1 Year Required

Travel Requirements

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

Remarkable benefits

• Health coverage for medical, dental, vision
• 401(K) saving plans with company match AND Pension
• Tuition assistance
• Floating holidays and PTO for community volunteer programs
• Paid parental leave
• Wellness programs
• Employee discounts (membership, insurance,travel, entertainment, services and more!)

Auto Club Enterprises is the largest club within the national AAA federation. We have nearly 17,000 employees in 24 states helping more than 18 million members. The strength of our organization is our employees. Bringing together and supporting different cultures, backgrounds, personalities, and strengths creates a team capable of delivering legendary, lifetime service to our members. When we embrace our diversity – we win. All of Us! With our national brand recognition, long-standing reputation since 1900, and constantly growing membership, we are seeking career-minded, service-driven professionals to join our team.

"Through dedicated employees we proudly deliver legendary service and beneficial products that provide members peace of mind and value.”

AAA is an Equal Opportunity Employer

Our organization participates in E-Verify