Field Insurance Customer Service Representative I (59487)

AAA Northeast • Fairhaven, MA

14d • $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.

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.
• 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