Demo

Insurance Client Service Agent

AAA Central Penn
Hummelstown, PA Full Time
POSTED ON 3/10/2025
AVAILABLE BEFORE 6/10/2025

At  AAA Central Penn , we exist for our members and will judge everything we do by how well it serves their needs. We also strive to provide the same  high-quality care  and  support  to our team members. Whether it is through our  recognition programs ,  engagement opportunities , or  working as a team   to help better our community , we love what we do and want our team members to have

at work. We work hard to serve our members, but we also work hard to make sure our team members are taken care of and have an  inclusive, open, and flexible  work culture where  every voice matters

Team Member Focused Benefits

  • Generous, front-loaded Paid Time Off (PTO); no need to wait until you’ve accrued PTO 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 Account options.
  • 401(k) with up to 6% company matching, plus you are fully vested upon your first contribution.
  • Life Insurance and Long Term Disability at no out of check cost to our team.
  • Earn up to 3 extra PTO days a year for time spent volunteering in the community and attending AAA Cares events.
  • Tuition Reimbursement.
  • Free AAA Premier Membership.
  • Discounts and perks including travel, branch services, car batteries, and more!

Do you thrive in the  fast paced, rewarding environment  of customer service? Do you have a  passion  for the insurance industry and  enjoy helping to educate customers  on the best products to protect their families. AAA Central Penn is hiring for our  Insurance   Client Service Agent  position. This position is vital to  managing current client accounts  while providing  top notch customer service . The position collaborates with the Insurance Sales Agent to maintain active accounts, ensure client retention through account renewal, quoting and upselling products to existing customers, as well as providing clerical support to the insurance team as needed.

Job Summary :

The  Insurance   Client Service Agent  is responsible for all aspects of customer service for  AAA Central Penn ’s Insurance line of business including renewals, quoting, and upselling products to existing and potential clients. The  Insurance   Client Service Agent  provides exceptional customer service and account management to all clients.  This position is paid hourly plus commission.

This position is an in office position located at our Hershey office located in Hummelstown.

Essential Functions :

  • Must possess and maintain valid Pennsylvania Property and Casualty and Life and Health Agent’s Licenses.
  • Manage client lists to ensure retention of current clients through plan renewals, generating new business revenue, and cross selling additional insurance products.
  • Perform proper exposure analysis and needs analysis to offer advice and counsel to clients.
  • Be proficient in prospecting, quoting, and sales using internal and external systems.
  • Perform customer service duties by telephone, email, or meeting with clients in person, prioritizing the use of carrier customer service centers.
  • Review all applications for completeness and accuracy prior to submitting them to Compliance Manager.
  • Meet sales goals established by insurance management.
  • Perform support and clerical duties to the insurance team as delegated by management.
  • Adhere to one, consistent workflow process as implemented by insurance management.
  • Protect the confidentiality of client records, files, and correspondence.
  • Suggest AAA products and refer sales to other lines of business.
  • Other duties as required.
  • Knowledge, Skills, and Abilities :

  • High school diploma or equivalent.
  • Property and Casualty and Life and Health Sales licenses preferred but not required.
  • Customer service or administrative experience preferred.
  • Experience in insurance sales and service preferred.
  • Ability to calculate figures and amounts to provide clients with accurate quotes.
  • Possess time management skills and ability to set priorities and manage daily tasks.
  • Demonstrate effective verbal and written communication skills.
  • Ability to work independently and within a team environment, working closely and courteously with other staff members.
  • About AAA of Central Pennsylvania

    For over 100 years the name AAA has been synonymous with exceptional service. Whether it be roadside assistance, travel, financial products, or insurance nationally we have over 60 million members who appreciate the value and peace of mind that our services provide.  Come join our team and be a part of the AAA legacy!

    Employee Engagement Activities

    We love what we do and we’re proud of our team.  We recognize  birthdays and employee anniversaries . We also have  quarterly and annual recognition events, contests and trivia, an annual company-wide event , and many other opportunities to share our appreciation. Not only is this company-wide, but  individual departments and offices as well . We also have opportunities to be involved with various committees that focus on topics like employee safety, wellness, and engagement.

    Work Culture :   Here at AAA Central Penn, we value our  sense of community  which is evident in the events planned throughout the year. We value diversity and create an environment where everyone can be their true selves and every voice matters.

    AAA Cares

    AAA Central Penn has a proud tradition of

    supporting local non-profit organizations  that have a positive community impact. In fact, commitment to the community is one of our core values that guides our efforts to meet the needs of members and the communities we serve. AAA Cares promotes volunteerism and rewards team members with volunteer activity. The initiative is team member-driven, team-spirited, and solidly supported by AAA Central Penn leadership.

    AAA Central Penn is proud to be an equal-opportunity employer : EOE / M / F / D / V

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