Insurance Service Specialist - Member Support & Sales

AAA-The Auto Club Group; Madison (WI); Presencial; USD 32.000 - 35.000; Tempo integral

Benefícios oferecidos por esta vaga

Complimentary AAA membership with road

Adoption assistance program

Resumo da vaga

AAA-The Auto Club Group in Madison, WI is seeking a Field Insurance Service Representative to assist members with policies, payments, renewals and product inquiries. The role blends service, problem-solving and sales support to protect members and promote ACG products.

This position requires a high school diploma, an active Property & Casualty license, and the ability to obtain necessary state licenses. Training completes within 6 months, with a standard 40-hour workweek, Monday through Friday.

Qualificações

• 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.

Responsabilidades

• 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.

Conhecimentos

Customer service

Communication

Insurance knowledge

Sales support

Formação

High School Diploma or equivalent

Descrição da vaga

AAA-The Auto Club Group in Madison, WI is seeking a Field Insurance Service Representative to assist members with policies, payments, renewals and product inquiries. The role blends service, problem-solving and sales support to protect members and promote ACG products.

This position requires a high school diploma, an active Property & Casualty license, and the ability to obtain necessary state licenses. Training completes within 6 months, with a standard 40-hour workweek, Monday through Friday.