Remote P&C Licensed Insurance CSR

Key Responsibilities

• Provide price quotes on all insurance products that factor in all applicable rules (underwriting, business, etc.) and discounts to complete the sale.
• Rewrite and reinstate insurance policies according to underwriting and business rules.
• Complete membership and/or insurance applications, endorsements, and change forms (e.g., address change, etc.) as necessary.
• Accept & process payments at the point of sale.
• Make outbound follow-up calls to customers in response to questions or complaints.
• Correspond with and respond to inquiries from sales representatives, insureds, mortgage companies, and other sources regarding ratings, premiums, billing problems, and cancellations, as well as obtain and verify payments and other types of information.
• Provide efficient processing of customer policies, endorsements, and status and coverage changes.
• Assist agents in resolving technical and business-related issues.
• May assist other Customer Interaction Centers (e.g., Emergency Road Service, Claims, Membership, Travel, etc.) in servicing members and/or customers when necessary to ensure quality service goals are met.

Qualifications

• High School Diploma or equivalent (GED).
• Navigating through a PC Windows environment, including accessing information from multiple applications.
• Managing and navigating multiple sources of information and applying them as needed.
• Performing monetary transactions (e.g., entering key data into the cash terminal, adjusting account balances, etc.).
• Cross-selling.
• Demonstrate the ability to manage concurrent customer interactions across chat, voice, and email platforms, prioritizing tasks while delivering a seamless and consistent customer experience.
• Willingness and ability to work extended/irregular hours, including weekends/holidays.

Position Summary

As an Insurance Customer Sales and Service Representative, you’ll play a vital role in delivering exceptional service while helping customers find the membership and insurance solutions that best meet their needs. In a fast-paced, high-volume call center environment, you’ll build strong customer relationships, explain product benefits, and identify opportunities to provide valuable coverage and services. Your contributions directly support sales goals, enhance the member experience, and help drive the continued success of AAA The Auto Club Group.

Compensation & Benefits Overview

• Hourly rates starting at $21.75/hour plus bonuses and sales incentives.
• Full-time employees are eligible for 12 PTO days annually; accrual based on start date and may include additional PTO based on role and/or state & local requirements.
• Part-time employees are eligible for 8 company-paid holidays annually, in addition to 1 mental health day and 2 floating holidays.
• Additional benefits include medical, dental, and vision benefits, Employee Assistance Program (confidential support services), short-term and long-term disability coverage, critical illness, accident, and pet insurance options, and tuition assistance (up to $5,250 annually; 80% covered by ACG).