Licensed Branch Customer Service and Sales Rep - Denver Cherry Creek
About the role
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.
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.
Qualifications
- 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
Skills
- Insurance Knowledge & Sales
- 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
- Systems, Records & Administration
- Use insurance and/or membership systems, such as PPS, POS, IMS, and IPM
- Maintain accurate records
- Proficiently use Microsoft Office products
- Communication, Math & Customer Service
- 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
Benefits
Overview: ACG complies with all applicable state and local laws regarding required benefits (including PTO, paid sick leave, etc.). Compensation: Starting pay ranges from $23.00 to $25.50 per hour, based on experience. Benefits: At ACG, we offer a comprehensive and flexible benefits package designed to support your health, financial well-being, and professional growth. Health & Wellness: Medical plans with multiple coverage options, including HSA eligibility. Prescription drug coverage. Dental and vision benefits. Employee Assistance Program (confidential support services). Financial Protection & Insurance: Company-paid basic life insurance. Optional supplemental life insurance and dependent coverage. Short-term and long-term disability coverage. Critical illness, accident, and pet insurance options. Retirement & Savings: 401(k) plan to support long-term financial goals. 3% automatic deferral upon eligibility; may contribute 1% to 50% of eligible earnings, either pre or post tax. Company match of 50% paid on employee contributions up to 6% of pay, payable to employees following the end of the year; immediate vesting. Additional company contribution of 4% of pay each pay day into your account; 100% vested after three (3) years of service. Health Savings Account (HSA) and Flexible Spending Accounts (FSA) options. Time Off & Leave: Paid Time Off (PTO): Accrual-based, increases with tenure, eligible at 90 days of employment. Full-time new employees will receive up to 12 PTO days annually; accrual based on start date and may include additional PTO based on role and/or state & local requirements. Part-time employee PTO hours are calculated based upon the standard weekly hours the employee is scheduled to work and will accrue at a minimum of 3 hours per month. Paid Holidays: Paid Holidays: Full-time employees are eligible for 10 company-paid holidays annually, in addition to 1 mental health day, 2 floating holidays and 1 volunteer day. Holidays vary by business unit schedules. Part-time employees are eligible for 8 company-paid holidays annually, in addition to 1 mental health day and 2 floating holidays. Holidays vary by business unit schedules. Paid leave programs, including parental, bereavement, jury duty, and military leave. Career Growth & Education: Tuition assistance (up to $5,250 annually; 80% covered by ACG). Professional certification support with 100% reimbursement for eligible programs. Opportunities for career development and advancement. Additional Perks: Complimentary AAA membership with roadside assistance and travel discounts. Adoption assistance program.