SUMMARY :
Provides superb customer service to prospective and existing customers by assisting them with insurance-related questions and discussing product offerings to help meet their unique needs.
DUTIES AND RESPONSIBILITIES :
- Managers customer including but not limited to coverages, billing, claims or products by following established agency processes and procedures
- Follows agency best practices, processes, workflow and conducts account reviews.
- Processes changes to existing accounts and policies
- Educates and actively sells products
- Serves as a liaison on behalf of the customer between the agency and various business partners; first call resolution
- Performs work of a miscellaneous nature to meet changing needs of the Insurance department and AAA Minneapolis as a whole
QUALIFICATIONS : To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
The requirements listed below are representative of the knowledge, skill and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and / or EXPERIENCE
- High School diploma or equivalent is required
- Minimum of 2-years of customer service experience in a professional setting is required
- Must hold active Property & Casualty license
- Prior Insurance Agency experience is preferred
- Previous Insurance Agency Management Systems experience is preferred
- Intermediate level of proficiency in Microsoft Office suite and internet-based applications
OTHER REQUIREMENTS
- Excellent communication and interpersonal skills via phone, email & in person
- Solid analytical and problem-solving skills
- Ability to multitask with various systems
AAA Minneapolis offers a competitive compensation and benefits packages including; medical / dental insurance, 401(k) & 401(k) matching, generous time off, a complimentary AAA Membership and much more!
AAA Minneapolis is an equal opportunity / affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability or protected veteran status.
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