**Job Title:** Field Insurance Service Representative
**Job Type:** Full Time (Hourly)
The Auto Club Group is seeking a Field Insurance Service Representative who will provide a high level of support to the Insurance Agency and members by servicing existing insurance accounts.
Responsibilities
- Perform retention calls, process applications, renewals, amendments, and resolve customer problems.
- Sell membership and financial products (credit cards) and provide price quotes on all insurance products.
- Take insurance payments (initial, installment, lapse, or reinstatement).
- Respond to customer insurance inquiries, explain product features and Auto Club Group service advantages, and promote and sell various products.
- Refer to agents when appropriate and promote cross‑sale opportunities during policy servicing.
- Assist management and agents with sales processing activities.
- Conduct outbound promotional and retention calls per management request.
- Participate in a team environment to promote customer satisfaction and consistent service.
- Receive and resolve member/customer complaints, seeking assistance from management as needed.
- Participate in office events aimed at generating insurance revenue and supporting local community activities.
- Fulfill, maintain, and service insurance policies, including preparing proposals, policy changes, transfers, and billing clarifications.
- Contact members regarding renewal of delinquent memberships, late premium payments, and soliciting reinstatements.
- Verify new business applications and refer members to other lines of business (e.g., Travel and Life).
- Process insurance and membership payments and update electronic member information.
- Maintain filing systems and provide general Agency support.
Required Qualifications
- Current Property & Casualty Insurance license.
- Must qualify, obtain, and maintain all applicable state licenses and appointments for selling and servicing Auto Club Group Membership products.
- Successful completion of Customer Service, Insurance and Membership training within 6 months of hire.
Education
- High School Diploma or equivalent.
Work Experience
- Provide a high level of customer‑focused service.
- Service insurance policies and process applications, renewals, and amendments.
- Respond to billing and coverage questions.
- Process monetary transactions and take payments.
- Promote the sales of insurance products and services using established guidelines.
- Present complex information in a clear and concise manner.
Knowledge and Skills
- Analyze member/potential customer insurance needs and determine appropriate coverage levels.
- 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.
- Understand insurance terminology, general insurance regulations, underwriting procedures, and sales regulatory and compliance guidelines.
- Proficient in using Microsoft Office and insurance/membership systems (e.g., PPS, POS, IMS, IPM).
- Work effectively in a team environment, independently, with minimal supervision, and under pressure in a high‑volume, fast‑paced customer service environment.
- Perform mathematical calculations to accurately execute monetary transactions.
- Successfully complete appropriate training on all Auto Club Group products and services.
Benefits
- Medical, dental and vision benefits.
- 401(k) match.
- Paid parental leave and adoption assistance.
- Paid Time Off (PTO), company‑paid holidays, CEO days, and floating holidays.
- Paid volunteer day annually.
- Tuition assistance program and professional certification reimbursement program.
- AAA Membership and discounts, perks, and rewards.
Compensation
Starting hourly wage of $23.00 – $25.50 per hour, based on experience.
Work Environment
Work in a temperature‑controlled office environment. Willingness and ability to work irregular hours, including weekends, holidays, and community events.
Equal Opportunity Employer
The Auto Club Group, and all its affiliated companies, is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability, or protected veteran status. Reasonable accommodations will be made for otherwise qualified applicants, as needed, to enable them to fulfill the requirements of this position.