Licensed Insurance Service Pro – Remote, Bonus Potential

AAA Club Alliance; United States; Remote; USD 24,000 - 43,000; Full time

Benefits offered by this job

Medical, Dental, Vision

Paid parental leave

401k with match

Paid time off

Paid holidays

AAA Membership

Learning reimbursement

Job summary

AAA Club Alliance is seeking an Insurance Service Specialist to manage insured requests, advise on coverage and policy options, and support cross-selling within existing client relationships.

The role requires a Property & Casualty or Personal Lines license and a strong customer service background in insurance. Schedule is Mon-Fri with one Saturday per month; benefits include medical/dental/vision, 401k, PTO, and more.

Qualifications

• High school diploma or equivalent.
• 2+ years of customer service and sales experience in an insurance environment.
• Call Center experience preferred.
• Active Property and Casualty License or Personal Lines License required.
• Membership license required or ability to obtain license within 90 days of employment.

Responsibilities

• Execute and facilitate insured’s service requests accurately and timely, while anticipating the sale for account rounding and cross-selling opportunities.
• Counsel the policyholder concerning appropriate coverage, policy limits, payment options and state laws that will best meet their needs.
• Work with policyholders from the agencies existing book of business through inbound telephone calls, direct mail, and email to review policies prior to renewal.
• Review and update policy to enhance retention and better meet the needs of the consumer.
• Serve as liaison between the customer, sales agent and manager to ensure timeliness of responses and compliance with established company policies and procedures.
• Counsel the members and non-members regarding membership benefits in correlation with insurance products.

Skills

Customer service

Sales experience

Call Center experience

License required

Education

High school diploma or equivalent

Job description

AAA Club Alliance is seeking an Insurance Service Specialist to manage insured requests, advise on coverage and policy options, and support cross-selling within existing client relationships.

The role requires a Property & Casualty or Personal Lines license and a strong customer service background in insurance. Schedule is Mon-Fri with one Saturday per month; benefits include medical/dental/vision, 401k, PTO, and more.