VetJobs
Insurance Service Representative - Bellevue, NE
VetJobs, Bellevue, Nebraska, United States, 68123
Insurance Service Representative - Bellevue, NE
The Auto Club Group is seeking an Insurance Service Representative who will provide a high level of support to the Insurance Agency and members by servicing existing insurance accounts.
Job Description Perform retention calls, process applications, renewals, amendments, resolve customer problems, and sell membership and financial products (credit cards). Provide price quotes on all insurance products, factoring in applicable rules (underwriting, business, etc.) and discounts to complete the sale. Take insurance payments (initial, installment, lapse, or reinstatement). Respond to customers’ insurance inquiries and explain product features and Auto Club Group service advantages to promote and sell various insurance, membership, and financial products. Refer to agent when appropriate.
Recognize and promote cross‑sale opportunities within the context of servicing changes to an existing member’s policy, and provide efficient processing of customer policies, endorsements, and status and coverage changes in accordance with state rules and corporate policies and procedures. Provide customer assistance through sales processing activities and assist management and agents when applicable. Conduct outbound promotional and retention call activities per management request, providing general promotion of Auto Club Group products and services following established guidelines. Participate in a team environment to promote customer satisfaction and consistent service following the customer service model. Receive and resolve member/customer complaints, seeking assistance from management as necessary. Participate in office events developed to generate insurance revenue, improve member awareness of products, 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 clarification. Contact members or insureds regarding the renewal of delinquent memberships, late premium payments, and to solicit reinstatements in the event of policy cancellations. Verify new business applications. Refer relevant members/insureds to other lines of business (e.g., Travel and Life). Process insurance and membership payments. Update electronic member information. Maintain filing systems and provide other general agency support.
Qualifications
A current Property & Casualty Insurance license.
Must qualify, obtain, and maintain all applicable state licenses and appointments required for selling and/or 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 processing applications, renewals, and amendments.
Respond to billing and coverage questions.
Process monetary transactions; take payments.
Promote the sales of insurance products and services using established guidelines.
Present complex information in a clear and concise manner.
Analyze member/potential customer insurance needs and determine appropriate levels of coverage.
Prepare appropriate rate quotations.
Organize, plan and promote the sale of ACG insurance and membership products and services.
Perform outbound service calls.
Maintain accurate records.
Knowledge of insurance terminology, general insurance regulations, underwriting procedures, sales regulatory and compliance guidelines, and insurance systems/membership systems (e.g., PPS, POS, IMS, IPM).
Work effectively in a team environment.
Work independently, with minimal supervision.
Exceed member expectations relating to professionalism of demeanor, efficient and effective customer service.
Proficient in using Microsoft Office products.
Read, comprehend, and communicate clearly and concisely at work and with the public.
Perform mathematical calculations to accurately perform monetary transactions.
Work under pressure in a high‑volume, fast‑paced customer service environment.
Successfully complete appropriate training relative to all Auto Club Group (ACG) products and services.
Benefits
Medical, dental and vision benefits.
401(k) Match up to 6%.
Paid parental leave and adoption assistance.
Paid Time Off (PTO) – 12 days for the first year, 10 company paid holidays per year, 3‑5 CEO days per year, and 2 Floating Holidays per year.
Tuition Reimbursement – $5,000 per year.
Professional certification reimbursement program and other professional development opportunities.
Complimentary AAA Membership.
Discounts, travel discounts, perks, and rewards.
Paid volunteer day annually.
Compensation & Schedule Starting hourly wage of $22.89 – $25.46 per hour, based on experience. $2,500 signing bonus for new hires (must be new to ACG and not applied in the last 180 days; a 1‑year payback clause applies if employment is terminated prior to completing 12 months). Work schedule: Monday – Friday, 8:30 AM – 5:30 PM (40 hours per week).
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Job Description Perform retention calls, process applications, renewals, amendments, resolve customer problems, and sell membership and financial products (credit cards). Provide price quotes on all insurance products, factoring in applicable rules (underwriting, business, etc.) and discounts to complete the sale. Take insurance payments (initial, installment, lapse, or reinstatement). Respond to customers’ insurance inquiries and explain product features and Auto Club Group service advantages to promote and sell various insurance, membership, and financial products. Refer to agent when appropriate.
Recognize and promote cross‑sale opportunities within the context of servicing changes to an existing member’s policy, and provide efficient processing of customer policies, endorsements, and status and coverage changes in accordance with state rules and corporate policies and procedures. Provide customer assistance through sales processing activities and assist management and agents when applicable. Conduct outbound promotional and retention call activities per management request, providing general promotion of Auto Club Group products and services following established guidelines. Participate in a team environment to promote customer satisfaction and consistent service following the customer service model. Receive and resolve member/customer complaints, seeking assistance from management as necessary. Participate in office events developed to generate insurance revenue, improve member awareness of products, 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 clarification. Contact members or insureds regarding the renewal of delinquent memberships, late premium payments, and to solicit reinstatements in the event of policy cancellations. Verify new business applications. Refer relevant members/insureds to other lines of business (e.g., Travel and Life). Process insurance and membership payments. Update electronic member information. Maintain filing systems and provide other general agency support.
Qualifications
A current Property & Casualty Insurance license.
Must qualify, obtain, and maintain all applicable state licenses and appointments required for selling and/or 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 processing applications, renewals, and amendments.
Respond to billing and coverage questions.
Process monetary transactions; take payments.
Promote the sales of insurance products and services using established guidelines.
Present complex information in a clear and concise manner.
Analyze member/potential customer insurance needs and determine appropriate levels of coverage.
Prepare appropriate rate quotations.
Organize, plan and promote the sale of ACG insurance and membership products and services.
Perform outbound service calls.
Maintain accurate records.
Knowledge of insurance terminology, general insurance regulations, underwriting procedures, sales regulatory and compliance guidelines, and insurance systems/membership systems (e.g., PPS, POS, IMS, IPM).
Work effectively in a team environment.
Work independently, with minimal supervision.
Exceed member expectations relating to professionalism of demeanor, efficient and effective customer service.
Proficient in using Microsoft Office products.
Read, comprehend, and communicate clearly and concisely at work and with the public.
Perform mathematical calculations to accurately perform monetary transactions.
Work under pressure in a high‑volume, fast‑paced customer service environment.
Successfully complete appropriate training relative to all Auto Club Group (ACG) products and services.
Benefits
Medical, dental and vision benefits.
401(k) Match up to 6%.
Paid parental leave and adoption assistance.
Paid Time Off (PTO) – 12 days for the first year, 10 company paid holidays per year, 3‑5 CEO days per year, and 2 Floating Holidays per year.
Tuition Reimbursement – $5,000 per year.
Professional certification reimbursement program and other professional development opportunities.
Complimentary AAA Membership.
Discounts, travel discounts, perks, and rewards.
Paid volunteer day annually.
Compensation & Schedule Starting hourly wage of $22.89 – $25.46 per hour, based on experience. $2,500 signing bonus for new hires (must be new to ACG and not applied in the last 180 days; a 1‑year payback clause applies if employment is terminated prior to completing 12 months). Work schedule: Monday – Friday, 8:30 AM – 5:30 PM (40 hours per week).
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