Licensed Branch Customer Service & Sales Rep - Wake Forest, NC

Job Type:

Full time

Hourly

Wake Forest, NC (On-site)

Monday - Friday 8:30am–6pm ET (One Rotating Saturday a month working 9:00am - 1:00pm)

The Auto Club Group is seeking a customer-focused Licensed Branch Customer Service & Sales Rep to support members with insurance policies, payments, renewals, and product inquiries. This role combines service, problem-solving, and sales support to help members protect what matters most while promoting ACG’s insurance, membership, and financial products.

• 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.

• Participate in team service efforts and help deliver consistent, customer-focused support.

• Service insurance policies and process applications, renewals, policy changes, endorsements, status or coverage changes, amendments, transfers, billing questions, and new business applications in accordance withstate rules and corporate policies.

• Respond to insurance availability, eligibility, and coverage questions; prepare proposals; update electronic member information;maintain filing systems; and provide general agency support.

• 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.

• Refer customers to agents when appropriate.

• Process insurance and membership payments, including initial, installment, lapse, and reinstatement payments; conduct retention calls; and contact members/insuredsregardingdelinquent memberships, late premiums, reinstatements, and cancellations.

• Support outbound promotional and retentioncallingwhile promoting ACG products and services following established guidelines.

• Assist with office events that generate insurance revenue, increase member product awareness, and support local community activities.

• High School Diploma or equivalent

• Current Property & Casualty Insurance license.

• Ability to qualify for, obtain, andmaintainall 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.

• Customer Service & Communication

• Providea high levelof customer-focused service.

• Respond to billing and coverage questions.

• Present complex information in a clear and concise manner.

• Insurance Servicing & Transactions

• Service insurance policies and process applications, renewals, and amendments.

• Process monetary transactions, including taking payments.

• Sales Support

• Promote the sale of insurance products and services using established guidelines.

• Insurance Knowledge & Sales

• Analyze member/potential customer insurance needs and determine appropriate levelsof coverage.

• Prepare appropriate ratequotations.

• Organize, plan, and promote the sale of ACG insurance and membership products and services.

• Understand insurance terminology, general insurance regulations, underwriting procedures, and sales regulatory and compliance guidelines.

• Systems, Records & Administration

• Use insurance and/or membership systems, such as PPS, POS, IMS, and IPM.

• Maintainaccuraterecords.

• Proficiently use Microsoft Office products.

• Communication, Math & Customer Service

• Read,comprehend, and communicate clearly and concisely with coworkers and…