Insurance Service Representative - Eau Claire, WI

AAA-The Auto Club Group; Eau Claire (WI); Sur place; USD 31 629 - 35 128; Plein temps

Résumé du poste

AAA-The Auto Club Group in Eau Claire, Wisconsin is hiring an Insurance Service Representative. The role focuses on providing high-level support to members, handling inquiries, and processing insurance transactions.

Successful candidates will require a Property & Casualty Insurance license and should thrive in a fast-paced environment. This position offers a competitive hourly wage ranging from $22.96 to $25.50 based on experience.

Qualifications

• Current Property & Casualty Insurance license required.
• Must maintain all applicable state licenses.
• Successful completion of Customer Service training within 6 months.

Responsabilités

• Respond to customer inquiries and resolve problems.
• Process insurance applications, renewals, and payments.
• Conduct outbound calls for customer retention.

Connaissances

Customer-focused service

Insurance knowledge

Microsoft Office proficiency

Formation

High School Diploma or equivalent

Outils

PPS

POS

IMS

IPM

Description du poste

Job Description

The Auto Club Group is seeking an 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, resolve customer problems, and sell membership and financial products (credit cards).
• Provide price quotes on all insurance products and factor in all applicable rules (underwriting, business, etc.) and discounts to complete the sale.
• Take insurance payments (initial, installment, lapse, or reinstatement).
• Respond to customers’ insurance inquiries and explain product features and Auto Club Group service advantages to potential customers for the purpose of promoting and selling various insurance, membership, and financial products.
• Refer to agent when appropriate.
• Recognize and promote cross‑sale opportunities within the context of servicing a change to an existing member’s policy and provide efficient processing of customer policies, endorsements, and status and coverage changes in accordance with state rules and corporate policies and procedures.
• Provide customer assistance through the performance of sales processing activities and assist management and agents when applicable.
• Conduct outbound promotional and retention call activities per management request and provide general promotion of Auto Club Group products and services following established guidelines.
• Participate in a team environment to promote customer satisfaction and consistent service following the customer service model.
• Receive and resolve member/customer complaints and seek assistance from management in complaint resolution as necessary.
• Participate in office events developed to generate insurance revenue, improve member awareness of products, and support local community activities.
• Fulfill, maintain and service insurance policies.
• Respond to inquiries regarding insurance availability, eligibility, coverage, prepare insurance proposals, policy changes, transfers, and billing clarification.
• Contact members or insureds regarding the renewal of delinquent memberships, late premium payments and to solicit reinstatements in the event of policy cancellations.
• Verify new business applications.
• Refer relevant members/insureds to other lines of business (i.e., Travel and Life).
• Process insurance and membership payments.
• Update electronic member information.
• Maintain filing systems and provide other general Agency support.

Qualifications

• A current Property & Casualty Insurance license.
• Must qualify, obtain and maintain all applicable state licenses and appointments required for selling and/or 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 levels of coverage.
• 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.
• Familiarity with insurance and membership systems (e.g., PPS, POS, IMS, IPM).
• Work effectively in a team environment and independently with minimal supervision.
• Exceed member expectations in professionalism, service, and maintenance of work area.
• Proficient in Microsoft Office products.
• Communicate clearly and concisely in the work environment and with the public.
• Perform mathematical calculations for monetary transactions.
• Work under pressure in a high‑volume, fast‑paced customer service environment.
• Successfully complete all appropriate training for all Auto Club Group (ACG) products and services.

Compensation

Starting hourly wage of $22.96 – $25.50 per hour, based on experience.

Work Environment

Schedule: Monday – Friday, 8:30 AM – 5:30 PM. 40 hours per week. Scheduled lunch hour each day. This is a 100% in‑office position. Employees will service ACG members in‑person and are based on site in an ACG branch facility.

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.

Regular and reliable attendance is essential for the function of this job.

AAA The Auto Club Group is committed to providing a safe workplace. Every applicant offered employment within The Auto Club Group will be required to consent to a background and drug screen based on the requirements of the position.