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Insurance Sales and Service Representative

2 months ago

Tampa, Florida, United States The Auto Club Group Full time
About The Auto Club Group

The Auto Club Group is a leading provider of membership, travel, insurance, and financial services to millions of customers across the United States. Our company is committed to delivering exceptional service and helping our members enjoy life's journey through our various offerings.

Job Summary

We are seeking a highly skilled and customer-focused Insurance Sales and Service Representative to join our team. As a key member of our branch, you will be responsible for promoting our insurance products and services, providing exceptional customer service, and participating in office events to drive revenue growth.

Key Responsibilities
  • Provide high-level support services to members related to sales and service functions, including servicing insurance policies, processing applications, renewals, and amendments, and selling travel and membership products.
  • Generate leads, update members on travel and insurance specials, and provide travel information.
  • Provide cashiering services to members, including taking insurance payments, travel, and membership payments, sale of tickets, and travel money products, processing remittance/depository transfers, and balancing cash drawers.
  • Respond to customer inquiries and refer to agents when necessary.
  • Provide high-level administrative support to travel and insurance agents during peak periods.
  • Conduct outbound promotional calls for insurance and/or travel products.
  • Participate in a team environment to promote customer satisfaction and consistent service following the customer service model.
  • Resolve member/customer complaints and seek assistance from management as necessary.
  • Participate in office events to generate revenue, improve member awareness of products, and support local community activities.
Requirements
  • Active State Property & Casualty License or ability to attain within 90 days of start date.
  • High School Diploma or equivalent.
  • Providing a high level of customer-focused service.
  • Servicing insurance policies and processing applications, renewals, and amendments, and taking payments.
  • Responding to billing and coverage questions.
  • Promoting sale of insurance products and/or travel and membership products.
  • Outbound promotional calls for insurance and/or travel.
  • Computer software applications (Word, Excel, etc.) and Web-based operations.
Preferred Qualifications
  • Insurance and travel terminology.
  • General insurance and/or travel regulations.
  • Underwriting procedures.
  • Sales regulatory and compliance guidelines.
  • Travel Systems (e.g., Focal Point, View point, ITT, AXIS, etc.) and/or Insurance Systems (e.g., PPS, POS, IMS, IPM) and/or membership systems.
  • Communicate effectively (verbal and written) with others in a work environment.
  • Perform mathematical calculations to accurately perform monetary transactions.
  • Work effectively in a team environment.
  • Exceed member expectations relating to professionalism of demeanor, efficient and effective customer service (on phone or in person), and maintenance of workstation and office facility.
  • Work irregular hours, including holidays and weekends (may include community events).
  • Work under pressure in a high-volume, fast-paced customer service environment.
What We Offer
  • Competitive hourly wage of $15.97-$24.83 with additional incentives and an annual bonus potential based on performance.
  • Excellent and comprehensive benefits packages, including medical, dental, and vision benefits, 401(k) match, paid parental leave, adoption assistance, paid time off, company-paid holidays, CEO days, and floating holidays.
  • Tuition assistance program, professional certification reimbursement program, and other professional development opportunities.
  • AAA Membership.
  • Discounts, perks, and rewards.