Insurance Service Representative - Appleton, WI

AAA-The Auto Club Group•Appleton, WI

7d•$23 - $26•Onsite

About The Position

The Auto Club Group is seeking a customer-focused Insurance Service Representative to support members with insurance policies, payments, renewals, and product inquiries. The role combines customer service, problem-solving, and sales support to help members protect what matters most while promoting ACG’s insurance, membership, and financial products. The position is based in an office environment and is scheduled Monday through Friday, 8:30 a.m. to 5:30 p.m., for 40 hours per week, with a scheduled one-hour lunch each day. The representative services insurance policies and processes applications, renewals, policy changes, endorsements, coverage and status changes, amendments, transfers, billing inquiries, and new business applications in accordance with state rules and corporate policies. The role also provides quotes and proposals, applies underwriting rules and eligible discounts, completes sales, identifies cross-selling opportunities, and refers customers to agents when appropriate. Additional work includes processing insurance and membership payments, supporting retention and promotional calls, maintaining member records and filing systems, providing general agency support, and assisting with office and community events. The successful candidate provides clear, professional support in a high-volume, fast-paced environment, works effectively independently and as part of a team, and completes required customer service, insurance, and membership training within six months of hire. The position requires a current Property & Casualty insurance license and the ability to qualify for, obtain, and maintain other required state licenses and appointments. Starting pay is $23.00 to $25.50 per hour, based on experience. ACG describes a comprehensive benefits package that includes health and financial benefits, paid time off and leave, retirement savings, education assistance, career development, and other perks.

Requirements

High school diploma or equivalent.
Current Property & Casualty Insurance license.
Ability to qualify for, obtain, and maintain all required state licenses and appointments to sell and/or service Auto Club Group Membership products.
Successfully complete Customer Service, Insurance, and Membership training within six months of hire.
Provide a high level of customer-focused service; respond to billing and coverage questions; and present complex information clearly and concisely.
Service insurance policies and process applications, renewals, and amendments.
Process monetary transactions, including taking payments.
Promote the sale of insurance products and services using established guidelines.
Analyze member or potential customer insurance needs and determine appropriate levels of coverage; prepare appropriate rate quotations.
Organize, plan, and promote the sale of ACG insurance and membership products and services.
Understand insurance terminology, general insurance regulations, underwriting procedures, and sales regulatory and compliance guidelines.
Use insurance and/or membership systems such as PPS, POS, IMS, and IPM; maintain accurate records; and proficiently use Microsoft Office products.
Read, comprehend, and communicate clearly and concisely with coworkers and the public, including explaining instructions, rules, and procedures.
Perform mathematical calculations accurately to complete monetary transactions.
Exceed member expectations through professionalism and efficient, effective service.
Work effectively in a team and independently with minimal supervision.
Work under pressure in a high-volume, fast-paced customer service environment.
Be willing and able to work irregular hours for community events.
Maintain regular and reliable attendance.
Consent to a background and drug screen if offered employment, based on position requirements.

Responsibilities

Respond to customer insurance inquiries, explain product features and ACG service advantages, support sales processing, and resolve complaints, seeking management support as needed.
Participate in team service efforts and provide consistent, customer-focused support.
Service insurance policies and process applications, renewals, policy changes, endorsements, status or coverage changes, amendments, transfers, billing questions, and new business applications in accordance with state rules and corporate policies.
Respond to questions about insurance availability, eligibility, and coverage; prepare proposals; update electronic member information; maintain filing systems; and provide general agency support.
Provide insurance quotes, apply underwriting and business rules and eligible discounts, complete sales, identify cross-sell opportunities, and promote insurance, membership, financial products, credit cards, Travel, and Life referrals.
Refer customers to agents when appropriate.
Process insurance and membership payments, including initial, installment, lapse, and reinstatement payments.
Conduct retention calls and contact members or insureds about delinquent memberships, late premiums, reinstatements, and cancellations.
Support outbound promotional and retention calling while promoting ACG products and services according to established guidelines.
Assist with office events that generate insurance revenue, increase member product awareness, and support local community activities.
Maintain accurate records and the workstation and office facility.
Perform outbound service calls and complete required training related to Auto Club Group products and services.

Benefits

Medical plans with multiple coverage options, including HSA eligibility.
Prescription drug coverage.
Dental and vision benefits.
Employee Assistance Program (confidential support services).
Company-paid basic life insurance, with optional supplemental life insurance and dependent coverage.
Short-term and long-term disability coverage.
Optional critical illness, accident, and pet insurance.
401(k) plan, including a 50% company match on employee contributions up to 6% of pay, subject to the terms described in the posting.
Additional company contribution of 4% of pay each pay day, with 100% vesting after three years of service.
Health Savings Account (HSA) and Flexible Spending Accounts (FSA) options.
Accrual-based paid time off, eligible after 90 days of employment; full-time new employees receive up to 12 PTO days annually.
For full-time employees: 10 company-paid holidays annually, one mental health day, two floating holidays, and one volunteer day.
Paid leave programs, including parental, bereavement, jury duty, and military leave.
Tuition assistance up to $5,250 annually, with 80% covered by ACG.
100% reimbursement for eligible professional certification programs.
Career development and advancement opportunities.
Complimentary AAA membership with roadside assistance and travel discounts.
Adoption assistance program.