Licensed Customer Service Rep - Madison

Overview

Join America’s most trusted brand with over 100 years of service. AAA The Auto Club Group (ACG) offers a strong benefits package and opportunities for career growth. This is a full-time, salaried position under the Exempt/Non Exempt classification.

• Prepare appropriate rate quotations
• Perform retention calls, process applications, renewals, amendments, resolve customer problems, and promote membership and financial products (credit cards)
• Provide price quotes on all insurance products, applying underwriting rules and discounts to complete sales
• Take insurance payments (initial, installment, lapse, or reinstatement)
• Respond to customer inquiries and explain product features and Auto Club Group service advantages to promote and sell insurance, membership, and financial products
• Refer to agent when appropriate and recognize cross-sale opportunities
• Process and service policies, endorsements, status and coverage changes in accordance with state rules and corporate policies
• Provide customer assistance through sales processing activities and assist management and agents when applicable
• Participate in outbound promotional and retention call activities per management guidelines
• Work in a team environment to promote customer satisfaction and consistent service
• Receive and resolve member/customer complaints and seek management assistance as needed
• Engage in office events to generate insurance revenue and support local community activities
• Fulfill, maintain and service insurance policies; respond to inquiries regarding insurance availability, eligibility, coverage
• Prepare insurance proposals, policy changes, transfers, and billing clarifications
• Contact members regarding renewals, delinquent payments, and reinstatements when needed
• Verify new business applications and refer relevant members/insureds to other lines of business
• Process insurance and membership payments; update electronic member information; maintain filing systems

• Required Qualifications: A Current Property & Casualty Insurance license; ability to qualify, obtain, and maintain all applicable state licenses and appointments for selling/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

• Provide a high level of customer-focused service
• Service insurance policies and process applications, renewals, and amendments
• Respond to billing and coverage questions
• Process monetary transactions and take payments
• Promote the sale of insurance products and services following established guidelines
• Present complex information clearly and concisely

• Analyze member/potential customer insurance needs and determine appropriate coverage
• Organize, plan and promote the sale of ACG insurance and membership products
• Perform outbound service calls; maintain accurate records
• Insurance terminology, regulations, and underwriting procedures
• Sales regulatory and compliance guidelines; insurance and membership systems (e.g., PPS, POS, IMS, IPM)
• Work effectively in a team or independently; superior customer service and professionalism
• Proficient in Microsoft Office; clear communication and numerical accuracy
• Read, comprehend, and convey information accurately; work under pressure in a fast-paced environment
• Complete appropriate training relative to all ACG products and services

Work in a temperature-controlled office environment. Willingness and ability to work irregular hours including weekends, holidays, and community events.

Starting hourly wage of $23.00 - $25.50 per hour, based on experience. ACG offers comprehensive benefits packages as part of the total compensation.

The Auto Club Group (ACG) provides membership, travel, insurance, and financial service offerings to millions of members and customers across multiple states and territories. ACG is part of the national AAA federation and is dedicated to providing quality service and opportunity for growth.

Equal Employment Opportunity The Auto Club Group is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability or protected veteran status.

Regular and reliable attendance is essential for the function of this job. AAA The Auto Club Group is committed to providing a safe workplace. A background and drug screen may be required based on the position requirements.