Insurance Customer Service Agent
About The Position
This role is key to managing existing client accounts while delivering exceptional service. You’ll partner closely with Insurance Sales Agents to maintain active accounts, support renewals, provide quotes, identify upselling opportunities, and ensure our clients feel confident and cared for every step of the way. This role offers a competitive hourly rate plus the opportunity for commission. New to insurance? No worries. If you don’t yet have your Property & Casualty license, we’ve got you covered—we’ll help you prepare for the licensing exam and pay for the exam cost. (Licensure is required within 6 months of hire.)
Requirements
- High school diploma or equivalent
- Customer service, administrative, or insurance experience preferred
- 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
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) 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 you
- 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
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
