Provide support to the Field Sales environment by developing and servicing existing accounts, performing outbound prospecting and retention calls, processing applications, renewals and amendments, and resolving customer problems.
Provide price quotes on all insurance products which factor in all applicable rules (underwriting, business, etc.) and discounts in an effort to complete the sale.
Respond to inquiries and explains product features and Auto Club Group service advantages to potential customers for the purpose of promoting and selling various membership and insurance products.
Recognize and promote cross-sales opportunities within the context of servicing a change to an existing member’s policy and provide efficient processing of customer policies, endorsements, and status and coverage changes in accordance with state rules and corporate policies and procedures.
Provide support to Agents by assisting customers with questions and service-related problems for existing accounts and performing outbound prospecting calls to members and non-members in order to provide sales leads.
Provide advanced technical and product information in response to the customer’s questions and/or problems to ensure the achievement of quality and customer service goals.
Rewrite and reinstate insurance policies according to underwriting and business rules.
Requote and initiate paper or point of sale transactions required to amend or add insurance coverage (change address, etc.).
Contact members or insured regarding the renewal of delinquent memberships, late premium payments and to solicit reinstatements in the event of policy cancellations