Customer Service Representative - Insurance
AAA Hoosier Motor Club - Indianapolis, IN

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Provide extraordinary customer service to insurance clients and AAA members to ensure satisfaction thereby allowing Club and Agency sales, retention, and profitability goals to be achieved and exceeded.

Responsibilities:

ESSENTIAL FUNCTIONS

Reasonable Accommodations Statement

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

Essential Functions Statement(s)
  • Receive and initiate customer service calls and respond to client requests per Agency guidelines, policies and procedures.

  • Maintain client records per Agency guidelines.

  • Maintain expertise and proficiency in using Club, Agency and Insurance Company hardware and software.

  • Assist with training of Agency personnel as needed.

  • Meet or exceed Agency cross-sell and up-sell goals.

Perform other duties as assigned by management.

Qualifications:

Competency Statement(s)
  • Adaptability - Ability to adapt to change in the workplace.
  • Customer Oriented - Ability to take care of the customers’ needs while following company procedures.
  • Detail Oriented - Ability to pay attention to the minute details of a project or task.
  • Energetic - Ability to work at a sustained pace and produce quality work.
  • Communication, Oral - Ability to communicate effectively with others using the spoken word.
  • Communication, Written - Ability to communicate in writing clearly and concisely.
  • Ethical - Ability to demonstrate conduct conforming to a set of values and accepted standards.
  • Goal Oriented - Ability to focus on a goal and obtain a pre-determined result.
  • Judgment - The ability to formulate a sound decision using the available information.
  • Problem Solving - Ability to find a solution for or to deal proactively with work-related problems.
  • Reliability - The trait of being dependable and trustworthy.
  • Responsible - Ability to be held accountable or answerable for one’s conduct.
  • Self Motivated - Ability to be internally inspired to perform a task to the best of ones ability using his or her own drive or initiative.
  • Tactful - Ability to show consideration for and maintain good relations with others.
  • Working Under Pressure - Ability to complete assigned tasks under stressful situations.
SKILLS & ABILITIES

Education : Bachelor's degree preferred or extensive industry knowledge or combination of education and industry knowledge.

Experience : One to two years related experience

Computer Skills
  • Microsoft Office
  • Insurance specific software
Certificates & Licenses
  • Property and Casualty License

Other Requirements

Possess and maintain current knowledge of insurance coverage; company guidelines and procedures; and industry best practices.

PHYSICAL DEMANDS

Physical Demands

Lift/Carry

Stand

F (Frequently)

Walk

F (Frequently)

Sit

F (Frequently)

Handling / Fingering

F (Frequently)

Reach Outward

F (Frequently)

Reach Above Shoulder

F (Frequently)

Climb

N (Not Applicable)

Crawl

N (Not Applicable)

Squat or Kneel

F (Frequently)

Bend

F (Frequently)

10 lbs or less

F (Frequently)

11-20 lbs

O (Occasionally)

21-50 lbs

N (Not Applicable)

51-100 lbs

N (Not Applicable)

Over 100 lbs

N (Not Applicable)

Push/Pull

12 lbs or less

F (Frequently)

13-25 lbs

O (Occasionally)

26-40 lbs

N (Not Applicable)

41-100 lbs

N (Not Applicable)

N (Not Applicable)

Activity is not applicable to this occupation.

O (Occasionally)

Occupation requires this activity up to 33% of the time (0 - 2.5+ hrs/day)

F (Frequently)

Occupation requires this activity from 33% - 66% of the time (2.5 - 5.5+ hrs/day)

C (Constantly)

Occupation requires this activity more than 66% of the time (5.5+ hrs/day)

Other Physical Requirements

Sense of Sound (able to hear customers and employees)

WORK ENVIRONMENT

This position is in an office environment within a controlled atmosphere building.

The Company has reviewed this job description to ensure that essential functions and basic duties have been included. It is intended to provide guidelines for job expectations and the employee's ability to perform the position described. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. This document does not represent a contract of employment, and the Company reserves the right to change this job description and/or assign tasks for the employee to perform, as the Company may deem appropriate.

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