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Customer Services & Support
AAA Central Penn Hiring for Insurance Client Services Agent-Remote at Harrisburg, PA Full Time
Full Job Description
AAA does a lot of things. Above all else, our job is to help. Whether it be a member broken down on the side of the road or the family looking to take their first big trip together, we are here to help, and our members trust us to do so. From completing one of the many transactions we do for members face-to-face in our offices to making sure software is up to date so those transactions can be completed and everything in between, we are all here to help our members and help each other to make sure the member walks away knowing they got the best service possible. Our Client Services Agent are key piece to our success.
The Client Services Agent is responsible for all aspects of customer service, which would include quoting and selling insurance products to existing and potential clients. The Client Services Agent is responsible for creating an exceptional customer experience for current and prospective clients. This is a remote position. Applicants are eligible for remote positions if home residence is further than 50 miles from the following PA cities: Camp Hill, Carlisle, Gettysburg, Harrisburg, Hershey, Huntingdon, Lancaster, Lebanon, Lewistown, and Lititz. Hybrid positions available if closer. Exceptions may be considered.
Essential Functions:
- Maintain a valid Pennsylvania Property & Casualty Agent’s License.
- Perform all departmental service, support and clerical duties as delegated by insurance management.
- Perform all aspects of customer service, start-to-finish by telephone, e-mail, or in person, prioritizing using carrier customer service centers.
- Perform all aspects of effective sales prospecting by telephone, email or in person.
- Perform proper exposure analysis and needs analysis to offer true advice & counsel.
- Review monthly expiration lists and contact clients to cross-sell additional product lines and AAA services to increase renewal retention rate and new business revenue.
- Review all applications for completeness before submitting to compliance manager.
- Meet sales goals as set by insurance management.
- Be proficient at prospecting, quoting, sales and systems (internal & external).
- Disseminate information in a clear, concise, accurate and professional manner.
- Adhere to one, consistent workflow process as implemented by insurance management.
- Protect the confidentiality of department records, files, correspondence and all matters in which this position is involved.
- Suggest AAA products and referral sales to all business lines.
- Perform other related duties, training and projects as assigned by insurance management.
Experience, Knowledge, Skills, and Abilities:
- High school diploma of GED.
- Minimum of 1 year experience quoting, selling, and servicing personal insurance products.
- Ability to calculate figures and amounts appropriate for the job.
- Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
What We Offer:
- Medical, Dental, and Vision Insurance
- 401(k) with 6% match
- Paid Time Off
- Personal Time Off
- Long Term Disability and life insurance
- Paid Volunteer time through AAA Cares events and eligible activities
- Free AAA Premier membership
- Tuition reimbursement
- Employee discounts and perks including travel, car battery, and more
About AAA of Central Pennsylvania
For over 100 years the name AAA has been synonymous with exceptional service. Whether it be roadside assistance, travel, financial products, or insurance nationally we have over 60 million members who appreciate the value and peace of mind that our services provide. Come join our team and be a part of the AAA legacy!
Selected candidate will be required to successfully complete pre-employment assessments, a criminal background check and drug screen.
Work Culture
Here at AAA Central Penn, we value our sense of community which is evident in the events planned throughout the year. We value diversity and create an environment where everyone can be their true selves and every voice matters.
AAA Cares: AAA Central Penn has a proud tradition of supporting local non-profit organizations that have a positive community impact. In fact, commitment to community is one of our core values that guide our efforts to meet the needs of members and the communities we serve. AAA Cares promotes volunteerism and rewards team members volunteer activity. The initiative is team member-driven, team-spirited, and solidly supported by AAA Central Penn leadership.
Flexible work culture: Our mission is “We exist for our members and will judge everything we do by how well it serves their needs”. So yeah, we work hard. We also work hard to create an open, collaborative, and flexible culture.
Employee Engagement Activities: We love what we do and we’re proud of our team. We recognize birthdays and employee anniversaries. We also have quarterly and annual recognition events, contests and trivia, an annual company-wide event, and many other opportunities to share our appreciation and have FUN at work! Not only is this company-wide, but individual departments and offices as well. We also have opportunities to be involved with various committees that focus on topics like employee safety, wellness, and engagement.
AAA Central Penn is proud to be an equal-opportunity employer: EOE/M/F/D/V