Insurance Service Specialist - Inbound

About the role

Fully remote position; candidates must reside in one of the following states: CT, PA, NJ, MD, DE, VA, WV, KY, OH, IN, KS, OK, or SD.

Responsibilities

• Execute and facilitate insured’s service requests accurately and timely, while anticipating the sale for account rounding and cross‑selling opportunities.
• Work with policyholders from the agency’s existing book of business through inbound telephone calls, direct mail, and email to review policies prior to renewal.
• Counsel the policyholder concerning appropriate coverage, policy limits, payment options, and state laws that will best meet their needs.
• Counsel members and non‑members regarding membership benefits in correlation with insurance products.
• Receive and respond to calls and emails received by the insurance service center, documenting all activity (changes to policy, coverage options, recommendations, and cross‑selling) in the agency management system.
• Serve as liaison between the customer, sales agent, and manager to ensure timeliness of responses and compliance with established company policies and procedures.

Requirements

• High school diploma or equivalent
• 3+ years of customer service and/or sales experience in an insurance environment
• Active Property and Casualty or Personal Lines license required
• Membership license required or ability to obtain license within 90 days of employment

Skills

• Ability to quote and sell through multiple carriers

Benefits

• Medical, Dental, and Vision plan options
• Up to 2 weeks Paid parental leave
• 401k plan with company match up to 7%
• 2+ weeks of PTO within your first year
• Paid company holidays
• Company provided volunteer opportunities + 1 volunteer day per year
• Free AAA Membership
• Continual learning reimbursement up to $5,250 per year
• Computer equipment provided by AAA Club Alliance

Pay

The starting base compensation is $16.10 to $37.58 per hour, adjusted based on experience, geographic location, and other job‑related factors as permitted by law. The position is eligible for uncapped monthly bonuses, with an average bonus pay of $140.28 per month.

Schedule

Monday – Friday, 10 a.m. to 6 p.m. Central Time with rotating Saturdays (team‑based). Saturday hours are 8 a.m. to 4 p.m. Central Time.