Sales and Service Representative

Provides support to the field sales environment by developing and servicing existing accounts, performing outbound prospecting and retention calls, processing applications, renewals and amendments and resolving customer problems. Provides price quotes on all insurance products which factor in all applicable rules (underwriting, business, etc.) and discounts in an effort to complete the sale. Responds to inquires and explains product features and auto club group service advantages to potential customers for the purpose of promoting and selling various membership and insurance products. Recognizes and promotes cross-sales opportunities within the context of servicing a change to an existing member's policy and provides efficient processing of customer policies, endorsements, and status and coverage changes in accordance with state rules and corporate policies and procedures.

Provides support to agents by assisting customers with questions and service related problems for existing accounts and performing outbound prospecting calls to members and non-members in order to provide sales leads. Provides advanced technical and product information in response to the customer's questions and/or problems to ensure achievement of quality and customer service goals. Rewrites and reinstates insurance policies according to underwriting and business rules. Re-quotes and initiates paper or point of sale transactions required to amend or add insurance coverage (change address, etc.). Contacts members or insured regarding the renewal of delinquent memberships, late premium payments and to solicit reinstatements in the event of policy cancellations

• Possession and maintenance of appropriate state property & casualty and life & health insurance sales license
• Successful completion of customer service, insurance and membership training within 6 months of hire
• Possess a valid appropriate state driver's license

Experience in/with:

• Providing a high level of customer focused service
• Competently entering information on various screens using a pc keyboard
• Navigating through a pc windows environment, including accessing information from multiple applications
• Managing and navigating multiple sources of information and applying as needed
• Servicing insurance policies including processing applications, renewals and amendments
• Promoting the sales of insurance products and services using established guidelines
• Presenting complex information in a clear and concise manner

Ability to:

• Successfully complete appropriate training relative to all auto club group (acg) products and services
• Analyze member/potential customer insurance needs and determine appropriate levels of coverage
• Prepare appropriate rate quotations
• Organize, plan and promote the sale of ACG insurance and membership products and services
• Work independently, with minimal supervision
• Work within a team environment
• Exceed member expectations relating to professionalism of demeanor, efficient and effective customer service (on phone or in person) and maintenance of workstation and office facility
• Perform outbound sales and service calls
• Maintain accurate records
• Read, comprehend and communicate clearly and concisely in the work environment and with the public (e.g., explain instructions, rules and procedures)
• Work irregular hours including holidays and weekends (may include community events)
• Willingness and ability to work in any assigned location and work irregular hours to include weekends and holidays

Preferred:

• College level coursework, certification or equivalent (i.e., continuous learning).

Experience with:

• PC software applications (Word, Excel, etc.)
• Investigation and resolution of sales related problems.
• Outbound prospecting calls

Knowledge of:

• Equity and group billing.
• Insurance computer software applications (PPS, POS, IMS, IPM)

PLEASE CLICK THIS LINK TO APPLY:

https://interview.harqen.com/interviewnow/23860/708

Job# 1000395

The Auto Club Group is an equal opportunity employer