Insurance Service Coordinator

2 weeks ago


Independence, Missouri, United States American Automobile Association Full time
Insurance Service Coordinator Job Description

This role supports the inside sales department with checking new business applications for rating and information accuracy of P&C insurance policies.

Responsibilities:
  • Ensure that new business documentation is complete and obtained in a timely manner.
  • Check compliance with established policy and organization guidelines through review of policy information, applications, systems, phone calls, or additional methods.
  • Coordinate closely with management to ensure that these are adhered to.
  • Coordinate closely with the agents to address new business rating and information errors and ensure that corrections are made prior to completing the policy in the system.
  • Ensure that new business applications are tracked and forwarded to Underwriting in a timely manner.
  • Provide support to the organization to assist members or insureds with inquires, membership/policy changes, roadside assistance or other areas as assigned.
  • Resolve membership and insurance problems using discretion and independent judgment.
Qualifications:
  • High school diploma or equivalent required.
  • Prior experience in sales, customer service and/or quality assurance preferred.
  • Proficient in data entry and in using Microsoft Office software, including Word and Excel.
  • Knowledge of HUON, MACS, and PORTAL systems preferred.
  • Excellent communication, interpersonal and organizational skills.
Benefits:
  • Extraordinary medical/dental/vision/life benefits
  • 401(k) Savings plan with company match
  • Tuition assistance
  • PTO for community volunteer programs
  • Wellness program
  • Employee discounts (membership, insurance, travel, entertainment, services and more)


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