Insurance Service Specialist - Inbound
About The Position
The Insurance Service Specialist handles inbound insurance service requests from policyholders in the agency’s existing book of business. The role reviews policies ahead of renewal, advises customers on coverage, limits, payment options, and applicable state laws, and looks for account-rounding and cross-selling opportunities. The specialist also explains membership benefits in connection with insurance products and records customer interactions and recommendations in the agency management system. This is a fully remote position, available only to candidates who reside in CT, PA, NJ, MD, DE, VA, WV, KY, OH, IN, KS, OK, or SD. The schedule is Monday through Friday, 10 a.m. to 6 p.m. Central Time, with rotating Saturdays from 8 a.m. to 4 p.m. Central Time. Computer equipment is provided by AAA Club Alliance. The role offers a base compensation range of $17.45 to $31.48, except for candidates in New Jersey, where the range is $21.55 to $31.48. It is also eligible for uncapped monthly bonuses, with average bonus pay of $140.28 per month.
Requirements
- High school diploma or equivalent.
- At least 3 years of customer service and/or sales experience in an insurance environment.
- Active Property and Casualty or Personal Lines license.
- Membership license, or ability to obtain one within 90 days of employment.
- Must reside in CT, PA, NJ, MD, DE, VA, WV, KY, OH, IN, KS, OK, or SD.
Responsibilities
- Accurately and promptly execute and facilitate insureds’ service requests while anticipating account-rounding and cross-selling opportunities.
- Work with policyholders from the agency’s existing book of business through inbound telephone calls, direct mail, and email to review policies before renewal.
- Counsel policyholders about appropriate coverage, policy limits, payment options, and state laws to meet their needs.
- Explain membership benefits to members and non-members in connection with insurance products.
- Receive and respond to calls and emails handled by the insurance service center and document activity—including policy changes, coverage options, recommendations, and cross-selling—in the agency management system.
- Serve as a liaison among customers, sales agents, and managers to ensure timely responses and compliance with company policies and procedures.
Benefits
- Medical, dental, and vision plan options.
- Up to 2 weeks of paid parental leave.
- 401(k) plan with company match up to 7%.
- More than 2 weeks of PTO within the first year.
- Paid company holidays.
- Company-provided volunteer opportunities and 1 volunteer day per year.
- Free AAA Membership.
- Continual learning reimbursement up to $5,250 per year.
- Uncapped monthly bonuses; average bonus pay is $140.28 per month.
- Computer equipment provided by AAA Club Alliance.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
