Licensed P&C Customer Service and Sales Representative - Indian Land

Licensed P&C Customer Service and Sales Representative - Indian Land

Full time, Hourly compensation. ACG is looking for a Field Insurance Service Representative who will provide a high level of support to the Insurance Agency and members by servicing existing insurance accounts.

ACG offers excellent and comprehensive benefits packages:

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

• Perform retention calls, process applications, renewals, amendments, resolve customer problems, and sell membership and financial products (credit cards)
• Provide price quotes on all insurance products, factoring in underwriting, business rules, and discounts to complete the sale
• Take insurance payments (initial, installment, lapse, or reinstatement)
• Respond to customer insurance inquiries and explain product features and Auto Club Group service advantages to promote and sell insurance, membership, and financial products
• Refer to agent when appropriate
• Recognize and promote cross‑sale opportunities during policy changes and provide efficient processing of customer policies, endorsements, and status and coverage changes in accordance with state rules and corporate policies and procedures
• Assist management and agents when applicable
• Conduct outbound promotional and retention call activities per management request to promote 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, seeking assistance from management as necessary
• Participate in office events to generate insurance revenue, improve member awareness, 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 clarifications
• Contact members or insureds about renewal of delinquent memberships, late premium payments, and solicit reinstatements for 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

Starting hourly wage of $23.00 - $25.50 per hour, based on experience

• 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
• Apply insurance terminology, general insurance regulations, underwriting procedures, sales regulatory and compliance guidelines
• Use Insurance Systems and/or membership systems (e.g., PPS, POS, IMS, IPM)
• Work effectively in a team environment
• Work independently, with minimal supervision
• Exceed member…