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Customer Service Representative
2 months ago
Position Overview:
This role involves executing a range of standard and advanced tasks to support the growth, service objectives, and profitability of Field Sales within a Branch.
Key Responsibilities:
- Deliver exceptional customer service to members and insured individuals.
- Assist members in understanding their insurance products and memberships.
- Provide support to walk-in and telephone inquiries related to insurance services.
- Facilitate the sale of memberships and assist in selling insurance to potential clients.
- Aid members with modifications to existing policies or memberships, including renewals and billing inquiries.
- Process payments for memberships and insurance products.
- Confirm insurance coverage for lien holders and leasing companies.
- Prepare binders upon request.
Administrative Duties:
- Perform typing and other clerical tasks, including letters, forms, cards, rush escrows, and evidence of insurance.
- Generate insurance leads for office sales agents and life specialists.
Communication:
- Maintain positive and effective communication with all staff members.
- Foster an open and constructive relationship with management.
Service Support:
- Provide assistance to both management and sales agents.
- Engage in cross-selling opportunities to enhance service delivery.
- Resolve member and insured-related issues using discretion and independent judgment, referring complex matters to the appropriate level.
Qualifications:
- High School Diploma or GED required.
- 1-3 years of customer service experience preferred.
- Moderate proficiency in data entry is essential.
- Familiarity with Microsoft Word and Excel is preferred.
- Advanced customer service skills are desirable.
- Property and Casualty/Solicitors License required.
- Valid Property and Casualty Insurance License in the selling state must be obtained within one year.
Benefits:
- Comprehensive health coverage including medical, dental, and vision.
- 401(K) savings plan with company match and pension.
- Tuition assistance programs.
- Paid time off for community volunteer initiatives.
- Wellness programs.
- Employee discounts on memberships, insurance, travel, entertainment, and more.
About Us:
American Automobile Association (AAA) is the largest federation of AAA clubs in the nation, employing 14,000 individuals across 21 states and serving 17 million members. Our strength lies in our diverse workforce, which enables us to deliver legendary service to our members. We are committed to embracing diversity and fostering an inclusive environment.
