Insurance Services & Policy Support Specialist

AAA Auto Club Enterprises; San Luis Obispo (CA); On-site; USD 29,797 - 32,773; Full time

Benefits offered by this job

Health coverage

401(k) with company match

Tuition assistance

Floating holidays & PTO

Parental leave

Wellness programs

Employee discounts

Job summary

Auto Club Enterprises in California is seeking a goal-oriented customer service professional to provide insurance service and clerical support to our agents and members in branch offices. You will help members with questions, take payments, counsel, and make changes to Property & Casualty policies.

The role includes training programs, responsibilities like maintenance of policies, verifying new business, processing payments, updating member data, and filing.

Qualifications

• High school diploma or equivalent required.
• Sales experience preferred.
• Proficient with Microsoft Office.
• Excellent communication and interpersonal skills.
• Ability to obtain a Property & Casualty License.

Responsibilities

• Maintenance and servicing of insurance policies.
• Verifying new business applications.
• Processing insurance and membership payments.
• Updating electronic member information.
• Maintaining filing systems and typing.

Skills

Customer service

Communication skills

Interpersonal skills

Organizational skills

Education

High school diploma

Tools

Microsoft Office

Job description

Auto Club Enterprises in California is seeking a goal-oriented customer service professional to provide insurance service and clerical support to our agents and members in branch offices. You will help members with questions, take payments, counsel, and make changes to Property & Casualty policies.

The role includes training programs, responsibilities like maintenance of policies, verifying new business, processing payments, updating member data, and filing.