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, considering all relevant regulations and discounts to finalize the sale.

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

• Complete membership and/or insurance applications, endorsements, and change forms as required.

• Accept and process payments at the point of sale.

• Make outbound follow-up calls to customers addressing questions or concerns.

• Communicate and respond to inquiries from sales representatives, insured individuals, mortgage companies, and other entities regarding ratings, premiums, billing issues, and cancellations, while obtaining and verifying payments and various information.

• Ensure efficient processing of customer policies, endorsements, and changes in status and coverage.

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

• May provide support to other Customer Interaction Centers (e.g., Emergency Road Service, Claims, Membership, Travel, etc.) in servicing members and/or customers as needed to meet quality service objectives.

⛳️ Requirements

• High School Diploma or equivalent (GED).

• Experience delivering a high level of customer-centric service.

• Proficiency in navigating a PC Windows environment, including retrieving information from multiple applications.

• Ability to manage and navigate various sources of information and apply them as necessary.

• Experience performing monetary transactions (e.g., entering key data into the cash terminal, adjusting account balances, etc.).

• Skills in cross-selling.

• Current Property & Casualty Insurance license.

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

• Preferred college-level coursework, certification, or equivalent (i.e., relevant continuous learning).

• Demonstrated ability to manage simultaneous customer interactions across chat, voice, and email platforms, prioritizing tasks while providing a seamless and consistent customer experience.

🏝️ Benefits

• Hourly rates starting at $21.75/hour plus bonuses and sales incentives.

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

• Fully paid training.

• Medical, dental, and vision benefits.

• 401k with employer 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 various professional development opportunities.

• AAA Membership Discounts, perks, rewards, and much more.

• $1,000 sign-on bonus for Licensed Property and Casualty Agents.