Licensed Branch Customer Service and Sales Rep

Position Summary

The Auto Club Group is seeking a customer-focused Licensed Branch Customer Service and Sales Rep to support members with insurance policies, payments, renewals, and product inquiries. This role combines service, problem-solving, and sales support to help members protect what matters most while promoting ACG’s insurance, membership, and financial products.

Key Responsibilities

• Respond to customer insurance inquiries, explain product features and ACG service advantages, support sales processing, and resolve member/customer complaints with management support as needed.
• Participate in team service efforts and help deliver consistent, customer-focused support.
• Service insurance policies and process applications, renewals, policy changes, endorsements, status or coverage changes, amendments, transfers, billing questions, and new business applications in accordance with state rules and corporate policies.
• Respond to insurance availability, eligibility, and coverage questions; prepare proposals; update electronic member information; maintain filing systems; and provide general agency support.
• Provide insurance product quotes, apply underwriting and business rules and eligible discounts, complete sales, identify cross-sell opportunities, and promote insurance, membership, financial products, credit cards, Travel, and Life referrals.
• Refer customers to agents when appropriate.
• Process insurance and membership payments, including initial, installment, lapse, and reinstatement payments; conduct retention calls; and contact members/insureds regarding delinquent memberships, late premiums, reinstatements, and cancellations.
• Support outbound promotional and retention calling while promoting ACG products and services following established guidelines.
• Assist with office events that generate insurance revenue, increase member product awareness, and support local community activities.

Required Qualifications

• A High School Diploma or equivalent.
• Current Property & Casualty Insurance license.
• Ability to qualify for, obtain, and maintain all required state licenses and appointments to sell and/or service Auto Club Group Membership products.
• Successful completion of Customer Service, Insurance, and Membership training within 6 months of hire.

Work Experience

• Provide a high level of customer-focused service.
• Respond to billing and coverage questions.
• Present complex information in a clear and concise manner.
• 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.
• Understand insurance terminology, general insurance regulations, underwriting procedures, and sales regulatory and compliance guidelines.

Knowledge and Skills

• Use insurance and/or membership systems, such as PPS, POS, IMS, and IPM.
• Maintain accurate records.
• Proficiently use Microsoft Office products.
• Read, comprehend, and communicate clearly and concisely with coworkers and the public, including explaining instructions, rules, and procedures.
• Perform mathematical calculations to accurately complete monetary transactions.
• Exceed member expectations through professionalism, efficient and effective service, and proper maintenance of the workstation and office facility.

Community & Office Support

• Assist with office events that generate insurance revenue, increase member product awareness, and support local community activities.

Compensation & Benefits Overview

• Compliance with all applicable state and local laws regarding required benefits (including PTO, paid sick leave, etc.).
• Athletic Business offers excellent and comprehensive benefits packages:
• 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, rewards, and much more