Insurance Service Representative - Burnsville, MN

About the role

The Auto Club Group (ACG) is seeking an Insurance Service Representative to provide high-level support to the Insurance Agency and members. This role involves servicing existing insurance accounts, processing applications, renewals, amendments, resolving customer problems, and selling membership and financial products.

Responsibilities

• Perform retention calls, process applications, renewals, amendments, and resolve customer problems.
• Provide price quotes on all insurance products and factor in applicable rules and discounts.
• Take insurance payments (initial, installment, lapse, or reinstatement).
• Respond to customers' insurance inquiries and explain product features and Auto Club Group service advantages.
• Recognize and promote cross-sale opportunities within the context of servicing a change to an existing member's policy.
• Conduct outbound promotional and retention call activities and participate in team environments to promote customer satisfaction.
• Resolve member/customer complaints and refer to management for assistance.
• Participate in office events to generate insurance revenue and support local community activities.
• Fulfill, maintain, and service insurance policies.
• Prepare insurance proposals, policy changes, transfers, and billing clarification.
• Contact members or insureds regarding renewal of delinquent memberships, late premium payments, and reinstatements in case of policy cancellations.
• 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.

Requirements

• Current Property & Casualty Insurance license.
• Successful completion of Customer Service, Insurance, and Membership training within 6 months of hire.
• A high school diploma or equivalent.

Qualifications

• Ability to provide high-level customer-focused service.
• Experience in 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.
• Analyzing member/potential customer insurance needs and determining appropriate levels of coverage.
• Preparing appropriate rate quotations.
• Organizing, planning, and promoting the sale of ACG insurance and membership products and services.
• Performing outbound service calls.
• Maintaining accurate records.
• Knowledge of insurance terminology, regulations, and underwriting procedures.
• Understanding of sales regulatory and compliance guidelines.
• Using insurance systems and/or membership systems (e.g., PPS, POS, IMS, IPM).
• Working effectively in a team environment and independently.
• Exceeding member expectations in professionalism, customer service, and maintaining a clean workspace.
• Proficiency in using Microsoft Office products.
• Clear and concise communication skills.
• Performing mathematical calculations to accurately perform monetary transactions.
• Working under pressure in a high-volume, fast-paced customer service environment.
• Successfully completing appropriate training relative to all ACG products and services.

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.
• Knowledge of insurance terminology, regulations, and underwriting procedures.
• Understanding of sales regulatory and compliance guidelines.
• Using insurance systems and/or membership systems (e.g., PPS, POS, IMS, IPM).
• Work effectively in a team environment and independently.
• Exceed member expectations in professionalism, customer service, and maintaining a clean workspace.
• Proficiency in using Microsoft Office products.
• Clear and concise communication skills.
• Perform mathematical calculations to accurately perform monetary transactions.

Benefits

ACG offers a comprehensive benefits package including medical, dental, and vision benefits, a 401(k) match up to 6%, paid parental leave and adoption assistance, Paid Time Off (PTO), 10 company-paid holidays, CEO floating holidays, tuition reimbursement, professional certification reimbursement program, and other professional development opportunities. Complimentary AAA membership, discounts, perks, and rewards, and much more. Paid volunteer day annually.

Pay

Starting hourly wage of $22.96 - $25.50 per hour, based on experience.

Schedule

Monday - Friday, 8:30 AM - 5:30 PM. 40 hours per week. Scheduled hour for lunch each day. This is an in-office position based at an ACG branch facility.