Insurance Customer Service Agent

AAA Central Penn•Harrisburg, PA

About The Position

AAA Central Penn is seeking an Insurance Customer Service Agent to manage existing client accounts and provide exceptional service. The role partners with Insurance Sales Agents to maintain active accounts, support renewals, provide quotes, identify opportunities to cross-sell or upsell, and help clients feel confident and cared for. The position offers an hourly rate plus the opportunity for commission. Candidates 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.

Requirements

  • High school diploma or equivalent.
  • Property & Casualty and Life & Health insurance licenses are required; candidates without a Property & Casualty license at hire must obtain licensure within six months of hire.
  • 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 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.
  • Deliver 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.
  • 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.
  • Up to three 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.
  • Commission opportunity.
  • Employer-paid Property & Casualty licensing exam cost and exam preparation support.
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