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Job Type:
Full time
Exempt/Non Exempt:
Hourly
Job Description:
Reports to (job title):
Retail Sales Leader
I. Position Description
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. Takes 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.
Refers 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.
Responsibilities may include:
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
Supervisory Responsibilities (briefly describe, if applicable, or indicate None):
None
II. Required Qualifications (these are the minimum requirements to qualify)
Education (include minimum education and any licensing/certifications):
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
Experience:
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
Knowledge and Skills:
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, IMS, IPM)
Work effectively in a team environment
Work independently, with minimal supervision
Exceed member expectations relating to professionalism of demeanor, efficient and effective customer service (on phone or in person) and maintenance of workstation and office facility
Proficient in using Microsoft Office products
Read, comprehend, and communicate clearly and concisely in the work environment and with the public (e.g., explain instructions, rules and procedures)
Perform mathematical calculations to accurately perform monetary transactions
Work under pressure in a high volume, fast paced customer service environment
Successfully complete appropriate training relative to all Auto Club Group (ACG) products and services
III. Preferred Qualifications
Education:
Appropriate State Life Accident and Health License... For full info follow application link.
As an equal opportunity employer, ACG is committed to providing equal opportunity in all employment practices,
including but not limited to: selection, hiring, assignment, re-assignment, promotion, transfer, compensation,
evaluation, benefits, training and development, discipline and termination. The company prohibits discrimination,
harassment, and retaliation in employment based on race, color, religion, national origin, gender, sexual
preference/orientation, marital status, pregnancy, childbirth or related medical conditions, age, disability or
handicap, citizenship status, service member status, genetic information, or any other category protected by
federal, state, or local law. Violation of this policy may result in disciplinary action including termination of
employment.
