Licensed Branch Customer Service and Sales Rep - Denver Cherry Creek

Primary Duties and Responsibilities

• Serves as a high level of support services to members related to the sales and service function including servicing insurance policies, processing applications, renewals and amendments and selling travel, tours, airline tickets and membership products.
• Routes members with complete travel itinerary, including triptiks, brochures, tour books, maps, travel and recreation information and all necessary and pertinent information in accordance with Company and National AAA approved procedures.
• Takes insurance payments (initial, installment, lapse or reinstatement), travel and membership payments, sale of tickets and travel money products, process remittance/depository transfers and balance cash drawer.
• Responds to customer inquiries and refers to agent when appropriate.
• Provides administrative support to Travel and Insurance Agents during peak periods.
• Assists management in the basic training of less senior personnel.
• Conducts outbound promotional call activities per management request and provides general promotion of Auto Club Group products and services following established guidelines.
• Participates in a team environment to promote customer satisfaction and consistent service following the customer service model.
• Receives and resolves member/customer complaints and seeks assistance from management in complaint resolution as necessary.
• Participates in office events developed to generate revenue, improve member awareness of products and support local community activities.
• Supervises personnel as needed.

Required Qualifications

• Attains the appropriate State Property & Casualty license with 90 days of hire.
• Successfully completes Customer Service, Club and Travel and Payment Processing training within 6 months of hire.
• May be required to attain and maintain state membership licenses as appropriate by department.
• Providing a high level of customer-focused services.
• Servicing insurance policies and processing applications, renewals and amendments.
• Taking payments.
• Responding to billing and coverage questions.
• Promoting the sale of insurance products and/or travel and membership products.
• Processing monetary transactions.
• Outbound promotional calls for insurance and/or travel.
• Communicate effectively (verbal and written) with others in a work environment.
• Perform mathematical calculations to accurately perform monetary transactions.
• Work effectively in a Team environment.
• 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.
• Work under pressure in a high volume, fast paced customer service environment.
• Maintain appropriate State Property & Casualty license.

Preferred Qualifications

• Appropriate State Life Accident and Health License.
• Touring procedures including the development of auto travel routings, marked maps and triptiks.
• Club and Travel promotions including the sales of travel, club and membership products and services.
• Promoting the sales of ACG insurance using established guidelines.
• Knowledge and skills in Auto Club Group Preferred Vendors requirements.