Huntersville, NC30+ days ago
Responsibilities: • Perform retention calls, process applications, renewals, amendments, resolve customer problems, as well as selling membership and financial products (credit cards) • Provide price quotes on all insurance products and factor in all applicable rules (underwriting, business, etc.) and discounts to complete the sale • Take insurance payments (initial, installment, lapse, or reinstatement) • Respond to customers' insurance inquiries and explains product features and Auto Club Group service advantages to potential customers for the purpose of promoting and selling various insurance, membership, and financial products • Refer to agent when appropriate • Recognize and promote cross-sale opportunities within the context of servicing a change to an existing member's policy and provide efficient processing of customer policies, endorsements, and status and coverage changes in accordance with state rules and corporate policies and procedures • Provide customer assistance through the performance of sales processing activities and assists management and agents when applicable • Conduct outbound promotional and retention call activities per management request and provides general promotion of Auto Club Group products and services following established guidelines • Participate in a team environment to promote customer satisfaction and consistent service following the customer service model • Receive and resolve member/customer complaints and seeks assistance from management in complaint resolution as necessary • Participate in office events developed to generate insurance revenue, improve member awareness of products, and support local community activities • Fulfill, maintain and service insurance policies • Respond to inquiries regarding insurance availability, eligibility, coverage. Knowledge and Skills: • 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 • Perform outbound service calls • Maintain accurate records • Insurance terminology • General insurance regulations • Underwriting procedures • Sales regulatory and compliance guidelines • Insurance Systems and/or membership systems (e.g., PPS, POS, IMS, IPM) • Work effectively in a team environment • Work independently, with minimal supervision • Exceed member expectations relating to professionalism of demeanor, efficient and effective customer service (on phone or in person) and maintenance of workstation and office facility • Proficient in using Microsoft Office products • Read, comprehend, and communicate clearly and concisely in the work environment and with the public (e.g., explain instructions, rules and procedures) • Perform mathematical calculations to accurately perform monetary transactions • Work under pressure in a high volume, fast paced customer service environment • Successfully complete appropriate training relative to all Auto Club Group (ACG) products and services.