Insurance Services & Member Support Specialist

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

Benefits offered by this job

AAA membership with roadside assist.

Travel discounts

Tuition assistance

Professional certification support

Job 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.

Responsibilities include handling customer inquiries, processing policy changes and renewals, quoting insurance products, and assisting with payments and

Qualifications

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

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 in accordance with state rules and corporate policies.
• 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/insureds regarding delinquent memberships, late premiums, reinstatements, and cancellations.
• Assist with office events that generate insurance revenue, increase member product awareness, and support local community activities.

Skills

Customer service

Communication

Sales support

Insurance knowledge

Microsoft Office

Education

High school diploma or equivalent

Tools

PPS

POS

IMS

IPM

Microsoft Office

Job description

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.

Responsibilities include handling customer inquiries, processing policy changes and renewals, quoting insurance products, and assisting with payments and