The Insurance Service Coordinator supports the sales department with checking new business applications for rating and information accuracy of P&C insurance policies in the Coppell, TX headquarters.
Responsibilities:
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.
Ensure that new business applications are tracked and forwarded to Underwriting in a timely manner. Provide support to the organization to assist members or insureds with inquires, membership/policy changes, roadside assistance or other areas as assigned.
resolve membership and insurance problems using discretion and independent judgment.
Qualifications:
Excellent communication, interpersonal and organizational skills.
Provide legendary customer service and maintain retention
Proficient in using Microsoft Office software products.
Flexible to work a shift between 7 am - 9 pm Monday - Friday
High School diploma
Obtain P&C License preferred but not required.
Training:
6-8 weeks of comprehensive insurance training
Remarkable benefits:
• Health coverage for medical, dental, vision
• 401(K) saving plan with company match AND Pension
• Tuition assistance
• PTO for community volunteer programs
• Wellness program
• Employee discounts (membership, insurance, travel, entertainment, services and more!)
"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