Field Insurance Customer Service Representative

Position: Field Insurance Customer Service Representative I
Location: Oakland Vale

On-site in Branch 5 days a week Monday-Friday 8:45am-5:15pm alternating Saturdays 9am-1pmTargeted

Start Date:

September 28th, 2026

Are you interested in joining a team that is continuously innovating to create the best experiences for members? Would you like to work for a company that has been rated a top employer and best place to work across the Northeast year over year? Do you want to be part of a company that is committed to giving back to the community?

Are you passionate about delivering exceptional customer service and eager to grow your career in the insurance industry?

As an Insurance Customer Service Representative I (CSR I), you will be part of a dynamic team dedicated to providing Five Diamond Service to our valued clients. This entry-level position is designed for individuals looking to build a strong foundation in Personal Lines insurance while supporting customers with their policy needs.

What you will do:

Complete initial comprehensive Personal Lines insurance training. Will provide day to day servicing of Personal Lines policies by answering customer questions and requests related to coverages, discounts, registrations, and claims, using Five Diamond standards. Processes policy transactions utilizing various carrier systems. Identify opportunities to upgrade insurance coverages and recommend appropriate services and products.

Processes discounts that are received through email or mail; uses judgment to apply effective date of discount and ensures that proper documentation is received.

Trains to research premium differences to identify origin of difference; obtains information from master file, selling agent and/or insurance company to resolve discrepancies; develops an understanding of the theory of rating; contacts insureds to explain premium difference; adheres to AAA's Five Diamond service standards in handling customer inquiries.

Exchange information with insurance companies, underwriters, banks, car dealers, etc. to facilitate processing of insurance related documents. Builds and manages customer relationships and identifies opportunities to improve service delivery.

Education High School Diploma or GED required

Experience1+ years Customer service experience required

Successful completion of CSR training required

Licenses and Certifications Must obtain Personal Lines Insurance License within first 30 Days required AAA Northeast is proud of our diverse culture, fostered by the many talents, skills, passions, and expertise of our employees. We are an equal opportunity employer. We do not discriminate in recruiting, hiring, or promotion based on race, color, creed or religion, national origin, sex, age, sexual orientation, veteran’s status, gender identity or expression, disability, genetic information, marital status, pregnancy, or membership in any other protected class.

We thrive when our team members bring their whole selves to work.
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