P&C Licensed Insurance CSR

This is a fully remote position, open to applicants in United States.

📋 Description

• Provide pricing estimates for all insurance products by utilizing relevant underwriting, business rules, and discounts to finalize sales.

• Rewrite and reinstate insurance policies in accordance with underwriting and business regulations.

• Complete applications for membership and insurance, as well as endorsements and change forms.

• Accept and process payments at the point of sale.

• Conduct outbound follow-up calls to address customer inquiries or complaints.

• Respond to questions from sales representatives, insured clients, mortgage companies, and other sources regarding rates, premiums, billing issues, and cancellations.

• Obtain and verify payments and other relevant information.

• Efficiently process customer policies, endorsements, status changes, and modifications in coverage.

• Assist agents in resolving both technical and business-related challenges.

• Provide support to other Customer Interaction Centers, including Emergency Road Service, Claims, Membership, and Travel, as needed.

• Build strong customer relationships, articulate product benefits, identify coverage opportunities, support sales objectives, and enhance the member experience in a high-volume call center.

⛳️ Requirements

• High School Diploma or equivalent (GED) is required.

• Proven experience delivering exceptional customer-focused service.

• Proficiency in navigating a PC Windows environment, including accessing information from various applications.

• Demonstrated ability to manage and utilize multiple sources of information as required.

• Experience in conducting monetary transactions.

• Background in cross-selling is preferred.

• Current Property & Casualty Insurance license is necessary.

• May need to obtain and maintain state membership licenses as required by the department.

• Capability to manage simultaneous customer interactions across chat, voice, and email platforms.

• Willingness and ability to work non-standard hours, including weekends and holidays.

• Regular and dependable attendance is essential.

• Successful completion of training is mandatory for continued employment.

• Agreement to background and drug screening if offered employment.

🏝️ Benefits

• Bonuses and sales incentives are available.

• Overtime earning potential at one and a half times the hourly wage.

• Comprehensive paid training program.

• $1,000 sign-on bonus for Licensed Property and Casualty Agents who are new to ACG.

• Medical plans with multiple coverage options, including eligibility for HSA.

• Coverage for prescription medications.

• Dental and vision insurance benefits.

• Employee Assistance Program offered.

• Company-paid basic life insurance included.

• Optional supplemental life insurance and dependent coverage available.

• Short-term and long-term disability insurance options.

• Options for critical illness, accident, and pet insurance.

• 401(k) plan with company matching and additional contributions.

• Health Savings Account (HSA) and Flexible Spending Accounts (FSA) options provided.

• Accrual-based Paid Time Off (PTO) of up to 12 days annually for full-time new employees.

• 10 company-paid holidays each year for full-time employees.

• Additional benefits including 1 mental health day, 2 floating holidays, and 1 volunteer day for full-time employees.

• Paid leave for parental, bereavement, jury duty, and military matters.

• Tuition assistance of up to $5,250 annually, with 80% covered by ACG.

• Support for professional certification with 100% reimbursement for eligible programs.

• Opportunities for career development and advancement.

• Complimentary AAA membership that includes roadside assistance and travel discounts.

• Adoption assistance program available.