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Jobs · OTHR · Minnesota

Insurance Service Representative - Roseville, MN

AAA-The Auto Club Group · Roseville, MN · 3 days ago
On-siteOTHR$22.96–$25.5/hrFull-time

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 by 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, resolve customer problems, and sell membership and financial products (credit cards)
  • Provide price quotes on all insurance products and factor in 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
  • 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
  • Conduct outbound promotional and retention call activities per management request and participate in general promotion of Auto Club Group products and services
  • 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
  • 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
  • High School Diploma or equivalent

Qualifications

  • Ability to perform duties contained in the job description for this position
  • Ability to analyze member/potential customer insurance needs and determine appropriate levels of coverage
  • Ability to prepare appropriate rate quotations
  • Ability to organize, plan, and promote the sale of ACG insurance and membership products and services
  • Ability to perform outbound service calls
  • Ability to maintain accurate records
  • Knowledge of insurance terminology, general insurance regulations, underwriting procedures, sales regulatory and compliance guidelines, and insurance systems and/or membership systems (e.g., PPS, POS, IMS, IPM)
  • Ability to work effectively in a team environment and work independently, with minimal supervision
  • Ability to 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
  • Proficiency in using Microsoft Office products
  • Ability to read, comprehend, and communicate clearly and concisely in the work environment and with the public (e.g., explain instructions, rules and procedures)
  • Ability to perform mathematical calculations to accurately perform monetary transactions
  • Ability to work under pressure in a high volume, fast-paced customer service environment
  • Ability to successfully complete appropriate training relative to all Auto Club Group (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, general insurance regulations, underwriting procedures, sales regulatory and compliance guidelines, and insurance systems and/or membership systems (e.g., PPS, POS, IMS, IPM)
  • Communicate complex information in a clear and concise manner

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 per year, CEO days, Floating Holidays, tuition reimbursement, professional certification reimbursement program, and other professional development opportunities. Additionally, there is a complimentary AAA membership, discounts, perks, and rewards, and a 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 a 100% in-office position. Employees will service ACG members in-person and are based on site in an ACG branch facility.

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