Insurance Customer Service Representative (59826)

AAA Northeast is dedicated to providing exceptional customer service and is seeking an Insurance Customer Service Representative I. In this entry-level role, you will support customers with their personal lines insurance needs while building a foundation in the insurance industry.

Responsibilities:

• Complete initial comprehensive Personal Lines insurance training. Will provide day to day servicing of personal lines policies by answering customer questions and requests related to coverages, discounts, registrations, and claims, using Five Diamond standards. Processes policy transactions utilizing various carrier systems. Trains to recognize opportunities to upgrade insurance coverages, and recommend appropriate services and products
• Processes discounts that are received through email or mail; uses judgment to apply effective date of discount and ensures that proper documentation is received
• Trains to research premium differences to identify origin of difference; obtains information from master file, selling agent and/or insurance company to resolve discrepancies; develops an understanding of the theory of rating; contacts insureds to explain premium difference; adheres to AAA's Five Diamond service standards in handling customer inquiries
• Exchange information with insurance companies, underwriters, banks, car dealers, etc. to facilitate processing of insurance related documents. Builds and manages customer relationships and identifies opportunities to improve service delivery

Requirements:

• High School Diploma or GED required
• 1+ years Customer service experience required
• Successful completion of CSR training required
• Must obtain Personal Lines License within the first 30 days. Training and licensing material will be provided