Insurance Service Coordinator

Socket.dev; Coppell (TX); On-site; USD 42,000 - 61,000; Full time

Benefits offered by this job

Health coverage

401(k) match

Pension plan

Tuition assistance

Floating holidays

Paid parental leave

Wellness program

Employee discounts

Job summary

Auto Club Enterprises is seeking an Insurance Service Coordinator to support our Direct Sales Unit Management in achieving service, revenue and productivity goals. You will provide administrative support to DSU Management to ensure new business documentation is complete and accurate.

You will verify compliance with internal rules and guidelines, review applications, monitor calls, and act as the technical resource within the team.

Qualifications

• 1–3 years in sales, customer service or QA.
• Moderate knowledge of MS Office (Word/Excel).
• Data entry proficiency.
• Experience with CA Auto/Home/Umbrella/Watercraft products preferred.
• Familiarity with HUON, MACS, PORTAL systems preferred.

Responsibilities

• Check new business applications for rating and information accuracy; ensure documentation is complete and obtained promptly.
• Check compliance with policy guidelines by reviewing information, applications, systems, and calls; coordinate with management.
• Coordinate with agents to address rating and information errors and ensure corrections before policy completion.
• Adhere to attendance standards and follow assigned schedule.
• Assist members with inquiries, policy changes, roadside assistance, or other areas as assigned.
• Perform all other duties and responsibilities as required.

Skills

MS Word

MS Excel

Data entry

Product training

Tools

HUON

MACS

PORTAL

Job description

Insurance Service Coordinator

This position primarily supports our Direct Sales Unit Management in achieving the service, revenue and productivity goals of the unit. This position will provide administrative support to DSU Management to ensure new business documentation is complete and accurate. The position will also be responsible for verifying compliance with internal rules and guidelines which include inspections, cycle times, and rating and information accuracy by reviewing insurance applications and monitoring sales agent phone calls. In addition, the position serves as the technical resource in the team.

Job Responsibilities

• Check new business applications for rating and information accuracy. Ensure that new business documentation is complete and obtained in a timely manner.

• Check compliance with established policy and organization guidelines through review of policy information, applications, systems, phone calls, or additional methods. Coordinate closely with management to ensure that these are adhered to.

• Coordinate closely with the agents to address new business rating and information errors and ensure that corrections are made prior to completing the policy in the system.

• Adhere to attendance standards and follow assigned schedule.

• Provide support to the organization to assist members or insureds with inquires, membership/policy changes, roadside assistance or other areas as assigned.

• Perform all other duties and responsibilities as assigned or required.

Experience

1 -3 years prior experience in sales, customer service and/or quality assurance prefered

Knowledge/Skills/Competencies

Moderate knowledge of Microsoft Office software including, Word and Excel

Moderate proficiency in data entry required

Training in CA Auto, Home, Umbrella and Watercraft products preferred

Knowledge of HUON, MACS, and PORTAL systems preferred

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