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Insurance Service Support Associate
AAA Northern California, Nevada & Utah. Service all partner insurance policies .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong sales and customer service capabilities, with a focus on effective communication and process improvement. Proficient in assessing risk and recommending insurance products while maintaining accurate documentation and tracking.
Highest-signal resume keywords
Active Property & Casualty LicenseSales TechniquesCustomer ServiceBilingual Communication SkillsKnowledge of AAA Products
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Insurance Policy ManagementRisk AssessmentProduct KnowledgeSales Closing TechniquesCustomer Interaction Documentation
Soft Skills
Effective Verbal CommunicationEffective Written CommunicationMultitaskingFeedback AcceptanceProcess Improvement
Tools & Technologies
Word Processing SoftwareSpreadsheetsWeb BrowsersEmail Applications
Certifications & Qualifications
Property & Casualty LicensePersonal Lines License
Industry Keywords
Insurance PoliciesCustomer RetentionValue PropositionSales TrackingMember Service
About the role
Key responsibilities & impact- Service all partner insurance policies
- Conduct comprehensive policy and product reviews with clients to maximize best-value options
- Use tools and underwriting guidelines to assess risk, recommend products and coverage, quote, bind, and issue policies
- Use sales techniques and product knowledge to identify customer-specific needs and retain prospective and current Members
- Explain value propositions, answer questions, overcome objections, close sales, and collect payments
- Ensure accurate and timely tracking, including documenting customer interactions and actions taken
- Identify process improvement opportunities, propose solutions, and implement best practices
Requirements
What you’ll need- Candidate must live in Arizona or Utah
- Effective verbal and written communication skills in the language(s) required for the role, as justified for business necessity
- Strong sales, customer service, tracking, and follow-up skills
- Knowledge of software applications including word processing, spreadsheets, browsers, and email
- Knowledge of AAA products, services, and systems preferred
- Ability to multitask in a fast-paced working environment
- Ability to accept feedback and course correct as necessary
- Bilingual communication skills preferred
- Active Property & Casualty License or Personal Lines License preferred
- High school diploma or GED required
- One year of sales, retention or customer service experience
- Acquires all unrestricted licenses required to sell Insurance and Membership products in all states serviced by the Member Service Center at the time of hire or added thereafter, required within 60 calendar days of (i) starting in the role, or (ii) expansion of the Member Service area
- A quiet, dedicated workspace that is free of distraction
- Ability to directly connect to ISP via Ethernet (No DSL, Satellite, Hot Spots, etc). Modem/Router must be in the same room as the computer equipment. Minimum 25 mbps download and minimum 5 mbps upload.
- Ability to work a full-time, post-training schedule of Monday-Friday 10AM-7PM (MDT)
- Ability to complete required Monday-Friday 8AM-5PM (MDT) training for 6-8 weeks
Benefits
Comp & perks- opportunity to participate in AAA discretionary annual incentive plan or other incentive plans depending upon position
- 401k Matching – $1 for $1 company match up to 6% of eligible earnings per pay period
- Medical, Dental, Vision, wellness program and more!
- Paid Holidays
- Paid Time Off – Team Members accrue paid time off monthly. Depending on position, an additional 24 hours per year are earmarked for volunteer activities.
- Collaborative Environment
- Free AAA Classic Membership
- AAA Product Discounts
- Tuition Reimbursement Program