Licensed Customer Service Representative (Insurance) - Peoria, IL
VetJobs and Military Spouse Jobs
Peoria, IL 61636, USA
Published today
Customer Service Representative
Full time
Job Description
ATTENTION MILITARY AFFILIATED JOB SEEKERS - Our organization works with partner companies to source qualified talent for their open roles. The following position is available to Veterans, Transitioning Military, National Guard and Reserve Members, Military Spouses, Wounded Warriors, and their Caregivers. If you have the required skill set, education requirements, and experience, please click the submit button and follow the next steps. Unless specifically stated otherwise, this role is "On-Site" at the location detailed in the job post.
This is an on-site position in our Peoria, IL location.
Position Schedule / Shift:
Monday - Friday 8:30am - 5:30pm
Position Summary
The Auto Club Group is seeking a customer-focused Field Insurance Service Representative to support members with insurance policies, payments, renewals, and product inquiries. This role combines service, problem-solving, and sales support to help members protect what matters most while promoting ACG's insurance, membership, and financial products.
Key Responsibilities
Customer Service & Member Support
Respond to customer insurance inquiries, explain product features and ACG service advantages, support sales processing, and resolve member/customer complaints with management support as needed.
Participate in team service efforts and help deliver consistent, customer-focused support.
Insurance Policy Servicing & Processing
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 insurance availability, eligibility, and coverage questions; prepare proposals; update electronic member information; maintain filing systems; and provide general agency support.
Sales, Quotes & Referrals
Provide insurance product 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.
Payments, Renewals & Retention
Process insurance and membership payments, including initial, installment, lapse, and reinstatement payments; conduct retention calls; and contact members/insureds regarding delinquent memberships, late premiums, reinstatements, and cancellations.
Support outbound promotional and retention calling while promoting ACG products and services following established guidelines.
Community & Office Support
Assist with office events that generate insurance revenue, increase member product awareness, and support local community activities.
Required Qualifications
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.
Successful completion of Customer Service, Insurance, and Membership training within 6 months of hire.
Certificates/Security Clearances/Other
Additional Qualifications/Responsibilities
Work Experience:
Customer Service & Communication
Provide a high level of customer-focused service.
Respond to billing and coverage questions.
Present complex information in a clear and concise manner.
Insurance Servicing & Transactions
Service insurance policies and process applications, renewals, and amendments.
Process monetary transactions, including taking payments.
Sales Support
Promote the sale of insurance products and services using established guidelines.
Knowledge and Skills:
Insurance Knowledge & Sales
Analyze member/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.
Systems, Records & Administration
Use insurance and/or membership systems, such as PPS, POS, IMS, and IPM.
Maintain accurate records.
Proficiently use Microsoft Office products.
Communication, Math & Customer Service
Read, comprehend, and communicate clearly and concisely with coworkers and the public, including explaining instructions, rules, and procedures.
Perform mathematical calculations to accurately complete monetary transactions.
Exceed member expectations through professionalism, efficient and effective service, and proper maintenance of the workstation and office facility.
Work Style & Training
Work effectively in a team environment and independently with minimal supervision.
Perform outbound service calls.
Work under pressure in a high-volume, fast-paced customer service environment.
Successfully complete appropriate training related to all Auto Club Group products and services.
Work Environment
Work in a temperature-controlled office environment. Willingness and ability to work irregular hours to include weekends, holidays, and community events.
Compensation & Benefits Overview
ACG complies with all applicable state and local laws regarding required benefits (including PTO, paid sick leave, etc.).
Compensation:
Starting pay ranges from $23.00 to $25.50 per hour, based on experience.
ATTENTION MILITARY AFFILIATED JOB SEEKERS - Our organization works with partner companies to source qualified talent for their open roles. The following position is available to Veterans, Transitioning Military, National Guard and Reserve Members, Military Spouses, Wounded Warriors, and their Caregivers. If you have the required skill set, education requirements, and experience, please click the submit button and follow the next steps. Unless specifically stated otherwise, this role is "On-Site" at the location detailed in the job post.
This is an on-site position in our Peoria, IL location.
Position Schedule / Shift:
Monday - Friday 8:30am - 5:30pm
Position Summary
The Auto Club Group is seeking a customer-focused Field Insurance Service Representative to support members with insurance policies, payments, renewals, and product inquiries. This role combines service, problem-solving, and sales support to help members protect what matters most while promoting ACG's insurance, membership, and financial products.
Key Responsibilities
Customer Service & Member Support
Respond to customer insurance inquiries, explain product features and ACG service advantages, support sales processing, and resolve member/customer complaints with management support as needed.
Participate in team service efforts and help deliver consistent, customer-focused support.
Insurance Policy Servicing & Processing
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 insurance availability, eligibility, and coverage questions; prepare proposals; update electronic member information; maintain filing systems; and provide general agency support.
Sales, Quotes & Referrals
Provide insurance product 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.
Payments, Renewals & Retention
Process insurance and membership payments, including initial, installment, lapse, and reinstatement payments; conduct retention calls; and contact members/insureds regarding delinquent memberships, late premiums, reinstatements, and cancellations.
Support outbound promotional and retention calling while promoting ACG products and services following established guidelines.
Community & Office Support
Assist with office events that generate insurance revenue, increase member product awareness, and support local community activities.
Required Qualifications
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.
Successful completion of Customer Service, Insurance, and Membership training within 6 months of hire.
Certificates/Security Clearances/Other
Additional Qualifications/Responsibilities
Work Experience:
Customer Service & Communication
Provide a high level of customer-focused service.
Respond to billing and coverage questions.
Present complex information in a clear and concise manner.
Insurance Servicing & Transactions
Service insurance policies and process applications, renewals, and amendments.
Process monetary transactions, including taking payments.
Sales Support
Promote the sale of insurance products and services using established guidelines.
Knowledge and Skills:
Insurance Knowledge & Sales
Analyze member/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.
Systems, Records & Administration
Use insurance and/or membership systems, such as PPS, POS, IMS, and IPM.
Maintain accurate records.
Proficiently use Microsoft Office products.
Communication, Math & Customer Service
Read, comprehend, and communicate clearly and concisely with coworkers and the public, including explaining instructions, rules, and procedures.
Perform mathematical calculations to accurately complete monetary transactions.
Exceed member expectations through professionalism, efficient and effective service, and proper maintenance of the workstation and office facility.
Work Style & Training
Work effectively in a team environment and independently with minimal supervision.
Perform outbound service calls.
Work under pressure in a high-volume, fast-paced customer service environment.
Successfully complete appropriate training related to all Auto Club Group products and services.
Work Environment
Work in a temperature-controlled office environment. Willingness and ability to work irregular hours to include weekends, holidays, and community events.
Compensation & Benefits Overview
ACG complies with all applicable state and local laws regarding required benefits (including PTO, paid sick leave, etc.).
Compensation:
Starting pay ranges from $23.00 to $25.50 per hour, based on experience.