Insurance Service Representative - Appleton, WI

Auto Club Services; Appleton (WI); On-site; USD 32,000 - 35,000; Full time

Job summary

Auto Club Group is seeking an Insurance Service Representative to assist members with insurance policies, payments, renewals, and product inquiries. This role blends service, problem-solving, and sales support to promote ACG products.

You will handle policy servicing, quotes, payments, and referrals while maintaining compliance and high customer satisfaction in a busy office setting.

Qualifications

• High School Diploma or equivalent.
• Property & Casualty Insurance license.
• Ability to qualify for and maintain all required state licenses and appointments.
• Completed 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.
• Service insurance policies and process applications, renewals, policy changes, endorsements, status or coverage changes, amendments, transfers, billing questions, and new business applications.
• 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.
• Process insurance and membership payments, including initial, installment, lapse, and reinstatement payments; conduct retention calls; and contact members regarding delinquent memberships, late premiums, reinstatements, and cancellations.

Skills

Customer service

Communication

Insurance knowledge

Sales support

Microsoft Office

Education

High School Diploma or equivalent

Tools

PPS

POS

IMS

IPM

Job description

Job Type:

Full time

Exempt/Non Exempt:

Hourly

Job Description:

Position Schedule / Shift:

Monday - Friday 8:30 AM - 5:30 PM.

40 hours per week. Scheduled hour for lunch each day.

Position Summary

The Auto Club Group is seeking a customer-focused Insurance Service Representative to support members with insurance policies, payments, renewals, and product inquiries. This role combines service, problem-solving, and sales support to help members protect what matters most while promoting ACG's insurance, membership, and financial products.

Key Responsibilities

Customer Service & Member Support

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.

Insurance Policy Servicing & Processing

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.

Sales, Quotes & Referrals

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.

Payments, Renewals & Retention

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.

Community & Office Support

Assist with office events that generate insurance revenue, increase member product awareness, and support local community activities.

Required 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.

Work Experience:

Customer Service & Communication

Provide a high level of customer-focused service. Respond to billing and coverage questions. Present complex information in a clear and concise manner.

Insurance Servicing & Transactions

Service insurance policies and process applications, renewals, and amendments. Process monetary transactions, including taking payments.

Sales Support

Promote the sale of insurance products and services using established guidelines.

Knowledge and Skills:

Insurance Knowledge & Sales

Analyze member/potential customer insurance needs and determine appropriate levels of coverage. Prepare appropriate rate quotations. Organize, plan, and promote the sale of ACG insurance and membership products and services. Understand insurance terminology, general insurance regulations, underwriting procedures, and sales regulatory and compliance guidelines.

Systems, Records & Administration

Use insurance and/or membership systems, such as PPS, POS, IMS, and IPM. Maintain accurate records. Proficiently use Microsoft Office products.

Communication, Math & Customer Service

Read, comprehend, and communicate clearly and concisely with coworkers and the public, including explaining instructions, rules, and procedures. Perform mathematical calculations to accurately complete monetary transactions. Exceed member expectations through professionalism, efficient and effective service, and proper maintenance of the workstation and office facility.

Work Style & Training

Work effectively in a team environment and independently with minimal supervision. Perform outbound service calls. Work under pressure in a high-volume, fast-paced customer service environment. Successfully complete appropriate training related to all Auto Club Group products and services.

Work Environment

Work in a temperature-controlled office environment. Willingness and ability to work irregular hours for community events.

Compensation & Benefits Overview

ACG complies with all applicable state and local laws regarding required benefits (including PTO, paid sick leave, etc.).

Compensation:

Starting pay ranges from $23.00 to $25.50 per hour, based on experience.

Benefits:

At ACG, we offer a comprehensive and flexible benefits package designed to support your health, financial well-being, and professional growth.

Health & Wellness

Medical plans with multiple coverage op