Insurance Customer Service Agent

AAA Central Penn•Harrisburg, PA

About The Position

AAA Central Penn is seeking an Insurance Client Service Agent to manage existing client accounts and provide responsive customer service. The role partners with Insurance Sales Agents to maintain accounts, support renewals, provide quotes, identify cross-selling and upselling opportunities, and help clients understand their insurance needs. The position offers an hourly rate plus the opportunity for commission. Applicants who do not already hold a Property & Casualty license will receive help preparing for the licensing exam, and AAA Central Penn will pay the exam cost. Licensure is required within six months of hire. The role also supports the insurance team with administrative work and promotes AAA products and referrals across lines of business.

Requirements

High school diploma or equivalent.
Obtain required licensure within six months of hire if not already licensed.
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 are preferred but are not required at hire.
Customer service, administrative, or insurance experience is 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 analyses to provide informed recommendations.
Prospect, quote, and process policies using internal and external systems.
Provide customer service by phone, email, and in person.
Review applications for completeness and accuracy before 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.
One personal day.
Eight 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 Accounts.
401(k) with up to 6% company match, fully vested from day one.
Life insurance and long-term disability at no cost to the employee.
Opportunity to earn up to three additional PTO days each year for volunteering and participating in AAA Cares events.
Tuition reimbursement.
Free AAA Premier Membership.
Discounts and perks on travel, branch services, car batteries, and more.
Commission opportunity.