Insurance Service Coordinator
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What you'll do
- Check new business applications for rating and information accuracy.
- Ensure that new business documentation is complete and obtained in a timely manner.
- Check compliance with established policy and organization guidelines through review of policy information, applications, systems, phone calls, or additional methods.
- Coordinate closely with management to ensure that these are adhered to.
- Coordinate closely with the agents to address new business rating and information errors and ensure that corrections are made prior to completing the policy in the system.
- Adhere to attendance standards and follow assigned schedule.
- Provide support to the organization to assist members or insureds with inquires, membership/policy changes, roadside assistance or other areas as assigned.
- Perform all other duties and responsibilities as assigned or required.
What they're looking for
- Moderate proficiency in data entry required
Nice to have
- 1 -3 years prior experience in sales, customer service and/or quality assurance prefered
- Training in TX Auto, Home, Umbrella and Watercraft products preferred
- Knowledge of HUON, MACS, and PORTAL systems preferred
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
This position primarily supports our Direct Sales Unit Management in achieving the service, revenue and productivity goals of the unit. This position will provide administrative support to DSU Management to ensure new business documentation is complete and accurate. The position will also be responsible for verifying compliance with internal rules and guidelines which include inspections, cycle times, and rating and information accuracy by reviewing insurance applications and monitoring sales agent phone calls. In addition, the position serves as the technical resource in the team.
Job Responsibilities
Check new business applications for rating and information accuracy. Ensure that new business documentation is complete and obtained in a timely manner.
Check compliance with established policy and organization guidelines through review of policy information, applications, systems, phone calls, or additional methods. Coordinate closely with management to ensure that these are adhered to.
Coordinate closely with the agents to address new business rating and information errors and ensure that corrections are made prior to completing the policy in the system.
Adhere to attendance standards and follow assigned schedule.
Provide support to the organization to assist members or insureds with inquires, membership/policy changes, roadside assistance or other areas as assigned.
Perform all other duties and responsibilities as assigned or required.
Experience
1 -3 years prior experience in sales, customer service and/or quality assurance prefered
Knowledge/Skills/Competencies
Moderate knowledge of Microsoft Office software including, Word and Excel
Moderate proficiency in data entry required
Training in TX Auto, Home, Umbrella and Watercraft products preferred
Knowledge of HUON, MACS, and PORTAL systems preferred
Remarkable benefits:
• Health coverage for medical, dental, vision
• 401(K) saving plans with company match AND Pension
• Tuition assistance
• Floating holidays and PTO for community volunteer programs
• Paid parental leave
• Wellness programs
• Employee discounts (membership, insurance,
travel, entertainment, services and more!)
Auto Club Enterprises is the largest club within the national AAA federation. We have nearly 17,000 employees in 24 states helping more than 18 million members. The strength of our organization is our employees. Bringing together and supporting different cultures, backgrounds, personalities, and strengths creates a team capable of delivering legendary, lifetime service to our members. When we embrace our diversity – we win. All of Us! With our national brand recognition, long-standing reputation since 1900, and constantly growing membership, we are seeking career-minded, service-driven professionals to join our team.
"Through dedicated employees we proudly deliver legendary service and beneficial products that provide members peace of mind and value.”
AAA is an Equal Opportunity Employer
Our organization participates in E-Verify
Company
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