Field Insurance Customer Service Representative I (59488)

About the role

Join a team that is continuously innovating to create the best experiences for members. Work for a company that has been rated a top employer and best place to work across the Northeast year over year. Be part of a company committed to giving back to the community. Passionate about delivering exceptional customer service and eager to grow your career in the insurance industry.

Responsibilities

• Complete initial comprehensive Personal Lines insurance training.
• Provide day-to-day servicing of Personal Lines policies by answering customer questions and requests related to coverages, discounts, registrations, and claims, using Five Diamond standards.
• Processes policy transactions utilizing various carrier systems.
• Identify opportunities to upgrade insurance coverages and recommend appropriate services and products.
• Processes discounts that are received through email or mail; uses judgment to apply effective date of discount and ensures that proper documentation is received.
• Trains to research premium differences to identify origin of difference; obtains information from master file, selling agent and/or insurance company to resolve discrepancies; develops an understanding of the theory of rating; contacts insureds to explain premium difference; adheres to AAA's Five Diamond service standards in handling customer inquiries.
• Exchange information with insurance companies, underwriters, banks, car dealers, etc. to facilitate processing of insurance related documents.
• Builds and manages customer relationships and identifies opportunities to improve service delivery.

Qualifications

• High School Diploma or GED required.
• 1+ years Customer service experience required.
• Successful completion of CSR training required.
• Must obtain Personal Lines Insurance License within first 30 Days required.

Benefits

Award-winning benefits package including health, dental, vision, life, disability, and retirement plans.

Pay

$XX.XX - $XX.XX per hour

Schedule

On-site, 5 days a week, Monday-Friday, 8:45am-5:15pm alternating Saturdays, 9am-1pm

Targeted Start Date

September 28th, 2026

Equal Opportunity Employer

We are an equal opportunity employer. We do not discriminate in recruiting, hiring, or promotion based on race, color, creed or religion, national origin, sex, age, sexual orientation, veteran’s status, gender identity or expression, disability, genetic information, marital status, pregnancy, or membership in any other protected class. We thrive when our team members bring their whole selves to work.