Insurance Service & Policy Specialist

acg; Waukesha (WI); On-site; USD 32,000 - 34,000; Full time

Benefits offered by this job

Medical plans with multiple coverage

401(k) plan with company match

Paid Time Off (PTO)

AAA membership and roadside assistance

HSA/FSA options

Job summary

The Auto Club Group (ACG) is seeking a Field Insurance Service Representative in Wisconsin to support members with insurance policies, payments, renewals, and product inquiries. The role blends service, problem-solving, and sales support to protect members and promote ACG’s insurance, membership, and financial products.

Key duties include handling policy servicing, quotes, and sales referrals, processing payments, and providing excellent customer service in a fast-paced environment.

Qualifications

• High School Diploma or equivalent.
• Current Property & Casualty Insurance license.
• Ability to qualify for, obtain, and maintain all required state licenses and appointments to sell and/or service Auto Club Group Membership products.
• Successful completion of Customer Service, Insurance, and Membership training within 6 months of hire.

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 in accordance with state rules and corporate policies.
• Respond to insurance availability, eligibility, and coverage questions; prepare proposals; update electronic member information; maintain filing systems; and provide general agency support.
• Provide insurance product quotes, apply underwriting and business rules and eligible discounts, complete sales, identify cross-sell opportunities, and promote insurance, membership, financial products, credit cards, Travel, and Life referrals.
• Refer customers to agents when appropriate.
• Process insurance and membership payments, including initial, installment, lapse, and reinstatement payments; conduct retention calls; and contact members/insureds regarding delinquent memberships, late premiums, reinstatements, and cancellations.
• Support outbound promotional and retention calling while promoting ACG products and services following established guidelines.
• Assist with office events that generate insurance revenue, increase member product awareness, and support local community activities.

Skills

Insurance knowledge

Sales skills

Customer service

Communication

Math

Administrative skills

Education

High School Diploma or equivalent

Tools

PPS

POS

IMS

IPM

MS Office

Job description

The Auto Club Group (ACG) is seeking a Field Insurance Service Representative in Wisconsin to support members with insurance policies, payments, renewals, and product inquiries. The role blends service, problem-solving, and sales support to protect members and promote ACG’s insurance, membership, and financial products.

Key duties include handling policy servicing, quotes, and sales referrals, processing payments, and providing excellent customer service in a fast-paced environment.