Insurance Customer Service Agent

AAA Central Penn • North Cornwall Township, PA

2h • Onsite

About The Position

AAA Central Penn is seeking an Insurance Client Service Agent to join their growing insurance team. This role is crucial for managing existing client accounts and delivering exceptional service. The agent will collaborate with Insurance Sales Agents to maintain active accounts, support renewals, provide quotes, identify upselling opportunities, and ensure clients feel confident and cared for. The position offers a competitive hourly rate plus commission. The company will assist with preparing for and paying for the Property & Casualty licensing exam if the candidate does not already possess it, with licensure required within 6 months of hire.

Requirements

• High school diploma or equivalent
• Strong communication and time-management skills
• Ability to work independently and collaboratively
• Attention to detail and comfort working with numbers and quotes

Nice To Haves

• Insurance licenses preferred but not required at hire
• Customer service, administrative, or insurance experience preferred

Responsibilities

• Maintain valid Pennsylvania Property & Casualty and Life & Health insurance licenses
• Manage client accounts to support renewals, cross-selling, and client retention
• Conduct exposure and needs analysis to provide informed recommendations
• Prospect, quote, and process policies using internal and external systems
• Deliver excellent customer service via phone, email, and in-person interactions
• Review applications for completeness and accuracy prior to compliance submission
• Meet established sales goals
• Provide clerical and administrative support to the insurance team as needed
• Follow established workflows and protect client confidentiality
• Promote AAA products and refer opportunities across lines of business
• Perform other duties as assigned

Benefits

• Generous, front-loaded Paid Time Off
• 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)
• Flexible Spending Accounts
• 401(k) with up to 6% company match, fully vested from day one
• Life Insurance and Long-Term Disability at no cost
• Earn up to 3 additional PTO days each year for volunteering and participating in AAA Cares events
• Tuition Reimbursement
• Free AAA Premier Membership
• Exclusive discounts and perks on travel, branch services, car batteries, and more

What This Job Offers

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