Licensed Insurance Services Advisor - On Site

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

Benefits offered by this job

AAA membership

Company benefits

Paid time off

Job summary

AAA The Auto Club Group in Merrillville, IN is looking for a Field Insurance Service Representative. This on-site role handles member inquiries, policy servicing, quotes, renewals, and payments while promoting AAA insurance, membership, and financial products.

You will resolve customer questions, process transactions, and support sales with guidance from management. Training completes within 6 months, including licensing requirements.

Qualifications

• High School Diploma or equivalent (required).
• Current Property & Casualty Insurance license (required).
• 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.

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

Insurance knowledge

Sales skills

Customer service

Communication

Problem solving

MS Office

Education

High School Diploma or equivalent

Tools

PPS

POS

IMS

IPM

Job description

AAA The Auto Club Group in Merrillville, IN is looking for a Field Insurance Service Representative. This on-site role handles member inquiries, policy servicing, quotes, renewals, and payments while promoting AAA insurance, membership, and financial products.

You will resolve customer questions, process transactions, and support sales with guidance from management. Training completes within 6 months, including licensing requirements.