About the position
It's a great time to join AAA The Auto Club Group! As a Licensed Customer Service & Sales Representative, you will be responsible for providing a high level of support services to members related to the sales and service function. This includes servicing insurance policies, processing applications, renewals, and amendments, as well as selling travel, tours, airline tickets, and membership products. You will route members with complete travel itineraries, including triptiks, brochures, tour books, maps, and all necessary travel and recreation information in accordance with Company and National AAA approved procedures. In this role, you will also provide cashiering services to members, which includes taking insurance payments (initial, installment, lapse, or reinstatement), travel and membership payments, and processing remittance/depository transfers while balancing the cash drawer. Responding to customer inquiries and referring them to agents when appropriate is essential. You will provide high-level administrative support to Travel and Insurance Agents during peak periods and assist management in the basic training of less senior personnel. Conducting outbound promotional call activities per management request and promoting Auto Club Group products and services will also be part of your responsibilities. You will participate in a team environment to promote customer satisfaction and consistent service, following the customer service model. Additionally, you will receive and resolve member/customer complaints and seek assistance from management in complaint resolution as necessary. Participation in office events developed to generate revenue, improve member awareness of products, and support local community activities is also expected.
Responsibilities
- Servicing insurance policies and processing applications, renewals, and amendments.
- Selling travel, tours, airline tickets, and membership products.
- Routing members with complete travel itineraries and necessary travel information.
- Providing cashiering services including taking insurance and travel payments.
- Responding to customer inquiries and referring to agents when appropriate.
- Providing administrative support to Travel and Insurance Agents during peak periods.
- Conducting outbound promotional call activities as requested by management.
- Promoting Auto Club Group products and services following established guidelines.
- Participating in a team environment to promote customer satisfaction.
- Receiving and resolving member/customer complaints and seeking management assistance when necessary.
- Participating in office events to generate revenue and improve member awareness.
Requirements
- Must attain the appropriate State Property & Casualty license within 90 days of hire.
- Successful completion of Customer Service, Club and Travel, and Payment Processing training within 6 months of hire.
- Experience in providing high-level customer-focused service.
- Experience in servicing insurance policies and processing applications, renewals, and amendments.
- Experience in taking payments and responding to billing and coverage questions.
- Experience in promoting the sale of insurance products and/or travel and membership products.
- Experience in processing monetary transactions and making outbound promotional calls.
- Proficiency in computer software applications (Word, Excel, etc.) and web-based operations.
- Knowledge of insurance and travel terminology, general regulations, and underwriting procedures.
Nice-to-haves
- Appropriate State Life Accident and Health License.
- Travel accreditation (e.g., Disney College of Knowledge, Destination Specialties, or CTA Certification).
- Experience with touring procedures including the development of auto travel routings and marked maps.
- Experience in promoting the sales of ACG insurance using established guidelines.
Benefits
- Market-competitive compensation structure.
- Performance-based pay to attract and retain talent.
- Geographic pay differential as part of the base salary compensation program.
- Inclusive and welcoming work environment.
