Field Service Representative - Chastain Park

Field Service Representative – Chastain Park

1 week ago Be among the first 25 applicants

Job Type: Full time | Exempt/Non Exempt:
Hourly

Join America’s most trusted brand with over 100 years of service. AAA The Auto Club Group (ACG) offers excellent and comprehensive benefits packages.

• Medical, dental and vision benefits
• 401k Match
• Paid parental leave and adoption assistance
• PTO, company paid holidays, CEO days, and floating holidays
• Paid volunteer day annually
• Tuition assistance program, professional certification reimbursement, and other development opportunities
• AAA Membership
• Discounts and rewards

The Auto Club Group is seeking a Field Insurance Service Representative who will provide a high level of support to the Insurance Agency and members by servicing existing insurance accounts.

• Perform retention calls, process applications, renewals, amendments, resolve customer problems, as well as selling membership and financial products (credit cards)
• Provide price quotes on all insurance products and factor in all applicable rules (underwriting, business, etc.) and discounts to complete the sale
• Take insurance payments (initial, installment, lapse, or reinstatement)
• Respond to customers’ insurance inquiries and explain product features and Auto Club Group service advantages to potential customers for the purpose of promoting and selling various insurance, membership, and financial products
• Refer to agent when appropriate
• Recognize and promote cross-sale opportunities within the context of servicing a change to an existing member’s policy and provide efficient processing of customer policies, endorsements, and status and coverage changes in accordance with state rules and corporate policies and procedures
• Provide customer assistance through the performance of sales processing activities and assist management and agents when applicable
• Conduct outbound promotional and retention call activities per management request and provide general promotion of Auto Club Group products and services following established guidelines
• Participate in a team environment to promote customer satisfaction and consistent service following the customer service model
• Receive and resolve member/customer complaints and seek assistance from management in complaint resolution as necessary
• Participate in office events developed to generate insurance revenue, improve member awareness of products, and support local community activities
• Fulfill, maintain and service insurance policies
• Respond to inquiries regarding insurance availability, eligibility, coverage; prepare insurance proposals, policy changes, transfers, and billing clarification
• Contact members or insureds regarding renewal of delinquent memberships, late premium payments and solicit reinstatements in the event of policy cancellations
• Verify new business applications
• Refer relevant members/insureds to other lines of business (e.g., Travel and Life)
• Process insurance and membership payments
• Update electronic member information
• Maintain filing systems and provide other general Agency support

• A Current Property & Casualty Insurance license
• Must qualify, obtain, and maintain all applicable state licenses and appointments required for selling and/or servicing Auto Club Group Membership products
• Successful completion of Customer Service, Insurance and Membership training within 6 months of hire

• High School Diploma or equivalent

• Provide a high level of customer-focused service
• Service insurance policies and processing applications, renewals, and amendments
• Respond to billing and coverage questions
• Process monetary transactions; taking payments
• Promote the sales of insurance products and services using established guidelines
• Present complex information in a clear and concise manner

• Analyze member/potential customer insurance needs and determine appropriate levels of coverage
• Prepare appropriate rate quotations
• Organize, plan and promote the sale of ACG insurance and membership products and services
• Perform outbound service calls
• Maintain accurate records
• Insurance terminology and general insurance regulations
• Underwriting…