Licensed P&C Customer Service and Sales Representative

Licensed P&C Customer Service and Sales Representative

Join to apply for the Licensed P&C Customer Service and Sales Representative role at AAA-The Auto Club Group

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Job Type
:
Full time

Exempt/Non Exempt
:
Hourly

Job Description

Reports to (job title):
Retail Sales Leader

Primary Duties and Responsibilities (details of the basic job functions):

Provide a high level of support to the Insurance Agency and members, by servicing existing Insurance accounts: performing retention calls, processing applications, renewals, amendments, resolving 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).Responds to customers’ insurance inquiries and explains 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.

Provides customer assistance through the performance of sales processing activities and assists management and agents when applicable. Conducts outbound promotional and retention call activities per management request and provides general promotion of Auto Club Group products and services following established guidelines. Participates in a team environment to promote customer satisfaction and consistent service following the customer service model. Receives and resolves member/customer complaints and seeks assistance from management in complaint resolution as necessary.

Participates in office events developed to generate insurance revenue, improve member awareness of products, and support local community activities.

• Fulfillment, Maintenance and Servicing of insurance policies.
• Respond to inquiries regarding insurance availability, eligibility, coverage. Prepare insurance proposals, policy changes, transfers, and billing clarification.
• Contact members or insureds regarding the renewal of delinquent memberships, late premium payments and to solicit reinstatements in the event of policy cancellations.
• Verify new business applications
• Refer relevant members/insureds to other lines of business (i.e. Travel and Life)
• Process insurance and membership payments
• Update electronic member information
• Maintain filing systems and provide other general Agency support

None

• High School diploma or equivalent.
• 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

• Providing a high level of customer-focused service
• Servicing insurance policies and processing applications, renewals, and amendments
• Responding to billing and coverage questions
• Processing monetary transactions;
  Taking payments
• Promoting the sales of insurance products and services using established guidelines
• Presenting 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
• General insurance regulations
• Underwriting procedures
• Sales regulatory and compliance guidelines
• Insurance Systems and/or membership systems (e.g., PPS, POS,…