Insurance Client Services Agent

AAA Central Penn•Harrisburg, PA

About The Position

At AAA Central Penn, we exist for our members and will judge everything we do by how well it serves their needs. We also strive to provide the same high-quality care and support to our team members. Whether it is through our recognition programs, engagement opportunities, or working as a team to help better our community, we love what we do and want our team members to have FUN at work. We work hard to serve our members, but we also work hard to make sure our team members are taken care of and have an inclusive, open, and flexible work culture where every voice matters. Team Member Focused Benefits Generous, front-loaded Paid Time Off (PTO); no need to wait until you’ve accrued PTO to take that summer vacation. 1 personal day. 8 paid company holidays including Christmas Eve and New Year’s Eve. Medical, Dental, and Vision benefits. Health Savings Account (with employer contribution) and Flexible Spending Account options. 401(k) with up to 6% company matching, plus you are fully vested upon your first contribution. Life Insurance and Long Term Disability at no out of check cost to our team. Earn up to 3 extra PTO days a year for time spent volunteering in the community and attending AAA Cares events. Tuition Reimbursement. Free AAA Premier Membership. Discounts and perks including travel, branch services, car batteries, and more! Do you thrive in the fast paced, rewarding environment of customer service? Do you have a passion for the insurance industry and enjoy helping to educate customers on the best products to protect their families. AAA Central Penn is hiring for our Insurance Client Service Agent position. This position is vital to managing current client accounts while providing top notch customer service. The position collaborates with the Insurance Sales Agent to maintain active accounts, ensure client retention through account renewal, quoting and upselling products to existing customers, as well as providing clerical support to the insurance team as needed. Don't have your Property and Casualty license? No problem! We will help you prepare for the licensing exam and cover the cost of the exam! If chosen for a position, you must receive your licensure within 6 months of the date of hire.

Requirements

High school diploma or equivalent.
Ability to calculate figures and amounts to provide clients with accurate quotes.
Possess time management skills and ability to set priorities and manage daily tasks.
Demonstrate effective verbal and written communication skills.
Ability to work independently and within a team environment, working closely and courteously with other staff members.

Nice To Haves

Property and Casualty and Life and Health Sales licenses preferred but not required.
Customer service or administrative experience preferred.
Experience in insurance sales and service preferred.

Responsibilities

Must possess and maintain valid Pennsylvania Property and Casualty and Life and Health Agent’s Licenses.
Manage client lists to ensure retention of current clients through plan renewals, generating new business revenue, and cross selling additional insurance products.
Perform proper exposure analysis and needs analysis to offer advice and counsel to clients.
Be proficient in prospecting, quoting, and sales using internal and external systems.
Perform customer service duties by telephone, email, or meeting with clients in person, prioritizing the use of carrier customer service centers.
Review all applications for completeness and accuracy prior to submitting them to Compliance Manager.
Meet sales goals established by insurance management.
Perform support and clerical duties to the insurance team as delegated by management.
Adhere to one, consistent workflow process as implemented by insurance management.
Protect the confidentiality of client records, files, and correspondence.
Suggest AAA products and refer sales to other lines of business.
Other duties as required.

Benefits

Generous, front-loaded Paid Time Off (PTO); no need to wait until you’ve accrued PTO to take that summer vacation.
1 personal day.
8 paid company holidays including Christmas Eve and New Year’s Eve.
Medical, Dental, and Vision benefits.
Health Savings Account (with employer contribution) and Flexible Spending Account options.
401(k) with up to 6% company matching, plus you are fully vested upon your first contribution.
Life Insurance and Long Term Disability at no out of check cost to our team.
Earn up to 3 extra PTO days a year for time spent volunteering in the community and attending AAA Cares events.
Tuition Reimbursement.
Free AAA Premier Membership.
Discounts and perks including travel, branch services, car batteries, and more!