Field Insurance & Member Services Specialist

AAA-The Auto Club Group; Charlotte (NC); On-site; USD 32,000 - 34,000; Full time

Benefits offered by this job

AAA membership

Health benefits

401(k) with company match

Job summary

AAA The Auto Club Group in Charlotte, NC is seeking a Field Insurance Service Representative to support members with policies, payments, renewals, and product inquiries. This on-site role blends service, problem-solving, and sales support to promote insurance, membership, and financial products.

Schedule: Monday–Friday 8:30am–6pm with possible rotating Saturdays. Requirements include a High School Diploma and a Property & Casualty license, plus complete training within six months of hire.

Qualifications

• High School Diploma or equivalent.
• Current Property & Casualty Insurance license.
• Ability to qualify for, obtain, and maintain all required state licenses.
• Successful completion of Customer Service, Insurance, and Membership training within 6 months.

Responsibilities

• Respond to customer insurance inquiries, explain product features and ACG service advantages, support sales processing, and resolve member/customer complaints with management support as needed.
• Participate in team service efforts and help deliver consistent, customer-focused support.
• Service insurance policies and process applications, renewals, policy changes, endorsements, status or coverage changes, amendments, transfers, billing questions, and new business applications.
• Respond to insurance availability, eligibility, and coverage questions; prepare proposals; update member information; maintain filing systems; provide general agency support.
• Provide insurance product quotes, apply underwriting rules and discounts, complete sales, identify cross-sell opportunities, and promote products; refer customers to agents when appropriate.
• Process insurance and membership payments, including initial, installment, lapse, and reinstatement payments; conduct retention calls; contact members regarding delinquent memberships or renewals.
• Assist with office events that generate insurance revenue and support local community activities.

Skills

Customer Service

Insurance Knowledge

Sales Skills

Systems & Administration

Education

High School Diploma

Property & Casualty License

Job description

AAA The Auto Club Group in Charlotte, NC is seeking a Field Insurance Service Representative to support members with policies, payments, renewals, and product inquiries. This on-site role blends service, problem-solving, and sales support to promote insurance, membership, and financial products.

Schedule: Monday–Friday 8:30am–6pm with possible rotating Saturdays. Requirements include a High School Diploma and a Property & Casualty license, plus complete training within six months of hire.