What are the responsibilities and job description for the Insurance Client Services Agent position at AAA Central Penn?
Join a Team That Puts People First!
At AAA Central Penn, our members are at the heart of everything we do—and we believe our team members deserve the same level of care and support. From recognition programs and engagement opportunities to giving back in our local communities, we’re proud of the work we do and we genuinely enjoy doing it together.
Yes, we work hard to serve our members—but we also work hard to create a workplace that’s welcoming, inclusive, flexible, and fun. At AAA Central Penn, every voice matters, collaboration is key, and our team culture is something we’re truly proud of.
Team Member‑Focused Benefits
We believe great work deserves great benefits:
- Generous, front‑loaded Paid Time Off—no waiting months to take that summer vacation
- 1 Personal Day
- 8 paid company holidays, including Christmas Eve and New Year’s Eve
- Medical, Dental, and Vision benefits
- Health Savings Account (with employer contribution) and Flexible Spending Accounts
- 401(k) with up to 6% company match, fully vested from day one
- Life Insurance and Long‑Term Disability at no cost to you
- Earn up to 3 additional PTO days each year for volunteering and participating in AAA Cares events
- Tuition Reimbursement
- Free AAA Premier Membership
- Exclusive discounts and perks on travel, branch services, car batteries, and more
About the Role: Insurance Client Service Agent
Do you thrive in a fast‑paced, rewarding customer service environment? Do you enjoy helping others understand how to protect what matters most? If so, AAA Central Penn is looking for an Insurance Client Service Agent to join our growing insurance team.
This role is key to managing existing client accounts while delivering exceptional service. You’ll partner closely with Insurance Sales Agents to maintain active accounts, support renewals, provide quotes, identify upselling opportunities, and ensure our clients feel confident and cared for every step of the way.
New to insurance? No worries.
If you don’t yet have your Property & Casualty license, we’ve got you covered—we’ll help you prepare for the licensing exam and pay for the exam cost. (Licensure is required within 6 months of hire.)
Essential Functions
- Maintain valid Pennsylvania Property & Casualty and Life & Health insurance licenses
- Manage client accounts to support renewals, cross‑selling, and client retention
- Conduct exposure and needs analysis to provide informed recommendations
- Prospect, quote, and process policies using internal and external systems
- Deliver excellent customer service via phone, email, and in‑person interactions
- Review applications for completeness and accuracy prior to compliance submission
- Meet established sales goals
- Provide clerical and administrative support to the insurance team as needed
- Follow established workflows and protect client confidentiality
- Promote AAA products and refer opportunities across lines of business
- Perform other duties as assigned
Knowledge, Skills, and Abilities
- High school diploma or equivalent
- Insurance licenses preferred but not required at hire
- Customer service, administrative, or insurance experience preferred
- Strong communication and time‑management skills
- Ability to work independently and collaboratively
- Attention to detail and comfort working with numbers and quotes
About AAA of Central Pennsylvania
For more than 100 years, AAA has been synonymous with exceptional service. With over 60 million members nationwide, AAA provides peace of mind through roadside assistance, travel, insurance, and financial services. Join us and become part of a trusted legacy—while building a career you can be proud of.
Our Culture & Community Commitment
Employee Engagement
We celebrate our people with birthday and anniversary recognition, quarterly and annual awards, contests, trivia, department celebrations, and a company‑wide annual event. Team members also have opportunities to participate in committees focused on wellness, safety, and engagement.
AAA Cares
Giving back is one of our core values. Through AAA Cares, team members are encouraged—and rewarded—for volunteering with local nonprofit organizations that make a positive community impact.
AAA Central Penn is proud to be an Equal Opportunity Employer (EOE/M/F/D/V).