Field Insurance Customer Service Representative I (59488)

AAA Northeast • Cranston, RI

16d • $23 - $27 • Onsite

About The Position

This entry-level position is designed for individuals looking to build a strong foundation in Personal Lines insurance while supporting customers with their policy needs. As an Insurance Customer Service Representative I (CSR I), you will be part of a dynamic team dedicated to providing Five Diamond Service to our valued clients. The company is continuously innovating to create the best experiences for members and is committed to giving back to the community. They have been rated a top employer and best place to work across the Northeast year over year.

Requirements

• High School Diploma or GED required
• 1+ years Customer service experience required
• Successful completion of CSR training required
• Must obtain Personal Lines Insurance License within first 30 Days required

Responsibilities

• Complete initial comprehensive Personal Lines insurance training.
• 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.
• Process policy transactions utilizing various carrier systems.
• Identify opportunities to upgrade insurance coverages and recommend appropriate services and products.
• Process discounts that are received through email or mail; uses judgment to apply effective date of discount and ensures that proper documentation is received.
• Train 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.
• Build and manage customer relationships and identify opportunities to improve service delivery.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED