What are the responsibilities and job description for the Licensed Customer Service Representative - Naples, FL position at Veteran Jobs - 2023 Mar 01 - Veterans Resources?
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.
Full time
Exempt/Non Exempt:
Hourly
Job Description:
Location Details:
Naples, FL
Position Schedule / Shift:
Monday - Friday 8:30am - 5:30
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.