What are the responsibilities and job description for the Insurance Client Services Agent position at AAA Central Penn?
Job Description
Job Description
At AAA Central Penn, we exist for our members and will judge everything we do by how well it serves their needs. We also strive to provide the same high-quality care and support to our team members.
Whether it is through our recognition programs, engagement opportunities, or working as a team to help better our community , we love what we do and want our team members to have FUN at work.
We work hard to serve our members, but we also work hard to make sure our team members are taken care of and have an inclusive, open, and flexible work culture where every voice matter s.
Team Member Focused Benefits
Generous, front-loaded Paid Time Off (PTO); no need to wait until youve accrued PTO to take that summer vacation.
1 personal day.
8 paid company holidays including Christmas Eve and New Years Eve .
Medical, Dental, and Vision benefits.
Health Savings Account (with employer contribution) and Flexible Spending Account options.
401(k) with up to 6% company matching , plus you are fully vested upon your first contribution.
Life Insurance and Long Term Disability at no out of check cost to our team.
Earn up to 3 extra PTO days a year for time spent volunteering in the community and attending AAA Cares events.
Tuition Reimbursement.
Free AAA Premier Membership.
Discounts and perks including travel, branch services, car batteries, and more!
Do you thrive in the fast paced, rewarding environment of customer service ? Do you have a passion for the insurance industry and enjoy helping to educate customers on the best products to protect their families.
AAA Central Penn is hiring for our Insurance Client Service Agent position. This position is vital to managing current client accounts while providing top notch customer service .
The position collaborates with the Insurance Sales Agent to maintain active accounts, ensure client retention through account renewal, quoting and upselling products to existing customers, as well as providing clerical support to the insurance team as needed.
No insurance experience? No problem. Our insurance team will provide you with the training you need to become successful and receive your insurance sales licenses.
Benefits
Health Insurance
Dental Insurance
Vision Insurance
401(k) with 6% Match
Paid Time Off (PTO)
Responsibilities
Job Summary :
The Insurance Client Service Agent is responsible for all aspects of customer service for AAA Central Penn s Insurance line of business including renewals, quoting, and upselling products to existing and potential clients.
The Insurance Client Service Agent provides exceptional customer service and account management to all clients. This position is paid hourly plus commission.
Essential Functions :
Maintain valid Pennsylvania Property and Casualty and Life and Health Agents Licenses.
Manage client lists to ensure retention of current clients through plan renewals, generating new business revenue, and cross selling additional insurance products.
Perform proper exposure analysis and needs analysis to offer advice and counsel to clients.
Be proficient in prospecting, quoting, and sales using internal and external systems.
Perform customer service duties by telephone, email, or meeting with clients in person, prioritizing the use of carrier customer service centers.
Review all applications for completeness and accuracy prior to submitting them to Compliance Manager.
Meet sales goals established by insurance management.
Perform support and clerical duties to the insurance team as delegated by management.
Adhere to one, consistent workflow process as implemented by insurance management.
Protect the confidentiality of client records, files, and correspondence.
Suggest AAA products and refer sales to other lines of business.
Other duties as required.
Requirements
Knowledge, Skills, and Abilities :
High school diploma or equivalent.
Property and Casualty and Life and Health Sales licenses preferred but not required.
Customer service or administrative experience preferred.
Experience in insurance sales and service preferred.
Ability to calculate figures and amounts to provide clients with accurate quotes.
Possess time management skills and ability to set priorities and manage daily tasks.
Demonstrate effective verbal and written communication skills.
Ability to work independently and within a team environment, working closely and courteously with other staff members.
