Field Insurance Service Representative providing support to insurance agency and customers by servicing existing accounts and promoting insurance products. Tasks include handling inquiries, retention calls, and processing applications.
About the role
- Customer Service Representative promoting AAA products and services and providing customer support in the Charlotte Metro Area. Engaging with customers and managing inquiries while promoting membership and travel products.
Responsibilities
- Promote ACG products and services
- Promote customer satisfaction
- Participate in office events to help generate revenue by improving member awareness of products
- Greet customers and provide peace of mind by servicing their needs
- Provide sales and support services to members including greeting, servicing, and selling membership, travel products (car, hotel, basic tour packages, etc.) and (some) banking products
- Generate leads, update members on travel and insurance specials, and provide travel information
- Respond to customer inquiries and refer to senior staff or agent when appropriate
- Provide cashiering services to members including taking and processing payments for insurance policies (installment, lapse or reinstatement), travel and sale of tickets, and travel money products, processing remittance/depository transfers and balancing cash drawer
- Receive and resolve member/customer complaints and seek assistance from management in complaint resolution when appropriate
- Provide administrative support to the travel and/or insurance sales staff during peak periods
- Conduct outbound promotional calls for insurance and/or travel products
- Other duties as assigned
Requirements
- Education: High School Diploma or equivalent
- Work Experience: Working in a customer focused environment
- Providing customer focused service and timely solutions to problems
- Microsoft Office applications
- Taking personal responsibility in seeking solutions to problems
- Multi-tasking and appropriately prioritizing tasks to ensure meeting office customer service goals
- Successful candidates will possess: Passion and enthusiasm for working with people
- Basic mathematical calculations to accurately perform monetary transactions
- Communicate effectively (verbal and written) with others in a work environment
- 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 under pressure in a high volume, fast paced customer service environment
- Work irregular hours including holidays and weekends (may include community events)
Benefits
- Medical, dental and vision benefits
- 401k Match
- Paid parental leave and adoption assistance
- Paid Time Off (PTO), company paid holidays, CEO days, and floating holidays
- Paid volunteer day annually
- Tuition assistance program, professional certification reimbursement program and other professional development opportunities
- AAA Membership Discounts, perks, and rewards and much more
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