Licensed Field Service Representative - Traverse City, MI

Join America’s most trusted brand with over 100 years of service.

About the role

The Auto Club Group is seeking a Field Insurance Service Representative who will provide a high level of support to the Insurance Agency and members by servicing existing insurance accounts. Responsibilities include:

• Performing retention calls, processing applications, renewals, and amendments
• Resolving customer problems and selling membership and financial products (credit cards)
• Providing price quotes on all insurance products, factoring in applicable rules and discounts
• Taking insurance payments (initial, installment, lapse, or reinstatement)
• Responding to customers’ insurance inquiries and explaining product features and service advantages
• Referring to agents when appropriate and recognizing cross-sale opportunities
• Processing customer policies, endorsements, and status/coverage changes in accordance with state rules and corporate policies
• Assisting with sales processing activities and promoting Auto Club Group products and services
• Conducting outbound promotional and retention calls per management request
• Resolving member/customer complaints and seeking assistance from management as needed
• Participating in office events to generate insurance revenue and support local community activities
• Fulfilling, maintaining, and servicing insurance policies
• Responding to inquiries regarding insurance availability, eligibility, and coverage
• Preparing insurance proposals, policy changes, transfers, and billing clarification
• Contacting members regarding renewals, late premium payments, and reinstatements
• Verifying new business applications and referring members to other lines of business (e.g., Travel and Life)
• Processing insurance and membership payments
• Updating electronic member information and maintaining filing systems

Requirements

• Current Property & Casualty Insurance license
• Must qualify, obtain, and maintain all applicable state licenses and appointments required for selling and/or servicing Auto Club Group Membership products
• Successful completion of Customer Service, Insurance, and Membership training within 6 months of hire
• High School Diploma or equivalent
• Experience providing a high level of customer-focused service
• Experience servicing insurance policies and processing applications, renewals, and amendments
• Experience responding to billing and coverage questions
• Experience processing monetary transactions, including taking payments
• Experience promoting the sales of insurance products and services using established guidelines
• Ability to present complex information in a clear and concise manner

Skills

• Analyze member/potential customer insurance needs and determine appropriate levels of coverage
• Prepare accurate rate quotations
• Organize, plan, and promote the sale of ACG insurance and membership products and services
• Perform outbound service calls
• Maintain accurate records
• Understand insurance terminology, general insurance regulations, underwriting procedures, and sales regulatory/compliance guidelines
• Proficiency in insurance systems and/or membership systems (e.g., PPS, POS, IMS, IPM)
• Work effectively in a team environment and independently with minimal supervision
• Exceed member expectations relating to professionalism, customer service, and workstation maintenance
• Proficient in using Microsoft Office products
• Read, comprehend, and communicate clearly and concisely in the work environment and with the public
• Perform mathematical calculations to accurately process monetary transactions
• Work under pressure in a high-volume, fast-paced customer service environment
• Successfully complete training relative to all Auto Club Group (ACG) products and services

Benefits

• 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 and professional certification reimbursement program
• Professional development opportunities
• AAA Membership discounts, perks, and rewards

Pay

Starting hourly wage of $23.00 - $25.50 per hour, based on experience.

Work Environment

• Temperature-controlled office environment
• Willingness and ability to work irregular hours, including weekends, holidays, and community events

About the Company

The Auto Club Group (ACG) provides membership, travel, insurance, and financial service offerings to approximately 14+ million members and customers across 14 states and 2 U.S. territories through AAA, Meemic, and Fremont brands. ACG belongs to the national AAA federation and is the second-largest AAA club in North America. The company invests in advanced technology, innovative products, and a highly skilled workforce to build upon its heritage of providing quality service and helping members enjoy life’s journey.