Insurance Customer Service Representative (Branch) jobs in United States
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AAA Western and Central New York · 2 weeks ago

Insurance Customer Service Representative (Branch)

AAA Western and Central New York is committed to providing a satisfying experience for its members, and they are seeking an Insurance Customer Service Representative to assist customers effectively. The role involves addressing customer inquiries, maintaining privacy standards, and promoting AAA memberships while ensuring a high-quality service experience.

Consumer Services

Responsibilities

Efficiently assist customers through a variety of touchpoints including work activities, walk-ins, & phone calls. Ensure customer needs are met promptly & effectively and proactively address & resolve any issues by offering solutions tailored to their specific situations. Strive to resolve inquiries during the first interaction to enhance customer satisfaction
Maintain and/or exceed outlined expectations for phone queue availability to ensure customers are assisted in a timely manner
Ensure each customer is properly verified to maintain privacy & security standards. Accurately documents all interactions and transactions related to policies, customers, carriers, and third-party touchpoints. Ensure clarity and completeness in all records. Attach all email & policy paperwork communications to the relevant policy in the appropriate system, ensuring easy access and traceability. Consistently demonstrate AAA Core Values in every interaction, fostering trust and reliability. Deliver an exceptional Member experience by addressing customer needs promptly, professionally, and empathetically
Offer a Club focused sales approach & continuously promote all Club products/services. Effectively sell AAA memberships to meet/exceed outlined expectations

Qualification

Insurance licenseCustomer serviceMultitaskingProblem solvingEmpathyComputer proficiencyCommunication skills

Required

Responsible to obtain and maintain the required license or certification in an active status
Able to display working knowledge of carrier offerings, processes, and requirements
Ability to work evenings, weekends, & events as required by business need/Leadership directive
Working knowledge of computer software and ability to effectively navigate multiple systems
Ability to operate independently and display proficiency in minimization of errors & problem solving
Must be able to resolve problems and work under pressure to diffuse member concerns
Work under pressure during periods of high volume
Ability to multitask in various areas of insurance sales and service
Ability to perform routine office tasks that includes operating a computer for long periods of time, sitting, filing and communicating on the phone
Ability to perform all physical functions consistent with travel including sitting in airplanes and driving for long periods of time
Must be able to lift, carry, push, pull a maximum of 30 lbs

Benefits

Medical, Dental, Life and AD&D Insurance
Flexible work schedules
Pre-Tax & Roth 401(k) plan with company match
Health Spending Accounts with company contribution & Flexible Spending Accounts
Company Paid Short-term & Long-term disability
Paid time off
Tuition reimbursement & company-paid training programs
FREE AAA membership & travel / product discounts
Paid Volunteer Time Off

Company

AAA Western and Central New York

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We are an iconic American organization that’s been around since before you can remember.

Funding

Current Stage
Late Stage

Leadership Team

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Tony Spada
President and CEO
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Adam Winkworth, MBA, SHRM-CP, FPC
Senior Human Resources Business Partner
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Company data provided by crunchbase