Insurance Service Coordinator

AAA • Costa Mesa, CA

8d • $19 - $26

About The Position

Insurance Service Coordinator This position primarily supports DSU Management in achieving the service, revenue and productivity goals of the unit. This position will provide administrative support to DSU Management to ensure new business documentation is complete and accurate. The position will also be responsible for verifying compliance with internal rules and guidelines which include inspections, cycle times and rating and information accuracy by reviewing insurance applications and monitoring sales agent phone calls. In addition, the position serves as the technical resource in the team.

Requirements

• High School GED
• 1-3 years Customer sales or service
• Moderate knowledge of Microsoft Office software including, Word and Excel
• Moderate proficiency in data entry required

Nice To Haves

• Training in CA Automotive Insurance preferred
• Knowledge of HUON, MACS, and PORTAL systems preferred

Responsibilities

• Monitor agent phone calls and complete scorecards to ensure agents are adhering to rules and guidelines to meet rating and information accuracy requirements and identify service quality opportunities.
• Track call monitoring results and work with DSU Management to identify trends and coaching opportunities.
• Check new business applications for rating and information accuracy.
• Ensure that new business documentation is complete and obtained in a timely manner.
• Check compliance with established policy and organization guidelines through review of policy information, applications, systems, phone calls, or additional methods.
• Coordinate closely with management to ensure that these are adhered to.
• Coordinate closely with the agents to address new business rating and information errors and ensure that corrections are made prior to completing the policy in the system.
• Ensure that new business applications are tracked and forwarded to Underwriting in a timely manner.
• Adhere to attendance standards and follow assigned schedule.
• Provide support to the organization to assist members or insureds with inquires, membership/policy changes, roadside assistance or other areas as assigned.
• Perform all other duties and responsibilities as assigned or required.
• Work tends to be routine and most decisions are based on established underwriting and internal guidelines. Occasionally, matters are referred to the Regional Supervisor or Manager for resolution

Benefits

• Health coverage for medical, dental, vision
• 401(K) saving plans with company match AND Pension
• Tuition assistance
• Floating holidays and PTO for community volunteer programs
• Paid parental leave
• Wellness programs
• Employee discounts (membership, insurance, travel, entertainment, services and more!)

What This Job Offers

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