Insurance Customer Service Rep. - Joliet, IL
AAA-The Auto Club Group, Joliet, IL, United States
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Full time
Exempt/Non Exempt: Hourly
Job Overview
Join America’s most trusted brand with over 100 years of service. We are 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.
Benefits
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
Responsibilities
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 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 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
Qualifications
Required Qualifications:
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.
Education:
High School Diploma or equivalent.
Work Experience:
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; promote the sales of insurance products and services using established guidelines; present 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; understand insurance terminology, general insurance regulations, underwriting procedures, sales regulatory and compliance guidelines; knowledge of Insurance Systems and/or membership systems (PPS, POS, IMS, IPM); work effectively in a team environment and independently with minimal supervision; exceed member expectations regarding professionalism and efficient customer service; proficiency in Microsoft Office; excellent written and verbal communication; perform mathematical calculations for monetary transactions; work under pressure in a high‑volume, fast‑paced customer service environment; successfully complete training relative to all Auto Club Group products and services.
Compensation & Work Environment
Starting hourly wage of $23.00 - $25.50 per hour, based on experience. Work in a temperature‑controlled office environment and may be required to work irregular hours to include weekends, holidays, and community events.
Equal Employment Opportunity
The Auto Club Group, and all its affiliated companies, is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability or protected veteran status.
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Full time
Exempt/Non Exempt: Hourly
Job Overview
Join America’s most trusted brand with over 100 years of service. We are 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.
Benefits
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
Responsibilities
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 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 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
Qualifications
Required Qualifications:
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.
Education:
High School Diploma or equivalent.
Work Experience:
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; promote the sales of insurance products and services using established guidelines; present 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; understand insurance terminology, general insurance regulations, underwriting procedures, sales regulatory and compliance guidelines; knowledge of Insurance Systems and/or membership systems (PPS, POS, IMS, IPM); work effectively in a team environment and independently with minimal supervision; exceed member expectations regarding professionalism and efficient customer service; proficiency in Microsoft Office; excellent written and verbal communication; perform mathematical calculations for monetary transactions; work under pressure in a high‑volume, fast‑paced customer service environment; successfully complete training relative to all Auto Club Group products and services.
Compensation & Work Environment
Starting hourly wage of $23.00 - $25.50 per hour, based on experience. Work in a temperature‑controlled office environment and may be required to work irregular hours to include weekends, holidays, and community events.
Equal Employment Opportunity
The Auto Club Group, and all its affiliated companies, is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability or protected veteran status.
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