Insurance

• Responsible for the sale and service of ACG branded and brokered insurance products, memberships, and financial products within an ACG branch.
• Uses sales techniques and product knowledge to identify customer-specific needs to generate new sales, retain existing insureds, and grow ACG’s overall insurance book of business.
• Effectively overcomes objections to close the sale and/or retain the insured.
• Works to meet or exceed targets as defined in the sales incentive plan and goals assigned by leadership.
• Conducts insurance review for clients to identify a range of suitable products. Uses provided tools and applicable underwriting guidelines to assess risk, recommend appropriate products and related coverage, quote, bind and issue policies.
• Participates in local branch events, to solicit new business, create and expand business networks.
• Build rapport critical to establishing customer satisfaction, loyalty, and affinity to the AAA brand.
• Responds to customer inquiries and requests relating to insurance, membership, and financial products.
• Refer Members to other applicable lines of business (i.e., Travel & Financial Services) as deemed appropriate.

Insurance Sales Agent

Claims Specialist

• As a Commercial Casualty Claims Specialist, you will be responsible to resolve all aspects of 1st and 3rd party injury claims of low to moderate complexity for personal lines as well as our commercial claims.
• Manage all claims efficiently and effectively to an appropriate resolution with minimal supervision.
• Handle all aspects of liability injury claims of low to moderate complexity to include all coverage, liability and damage concerns.
• Handle 1st party exposures to include Medical Payment coverage, PIP, Uninsured Motorists, Under-insured Motorists claims as well as ADB (Auto-Death Benefit) claims.
• Assist in taking first notice of loss calls (FNOL) and participate in the department phone queue as needed.
• Make coverage determinations and conduct investigative work of a complex nature, advising customers as to accurate course of action related to coverage issues.
• Make appropriate liability determinations based upon the evidence gathered.
• Evaluate any potential for subrogation and initiate an initial notice of subrogation request.
• Develop negotiation strategies to resolve claims effectively and efficiently with insureds, claimants, or representatives of the injured parties.
• Communicate pertinent case facts to a supervisor, manager or committee when appropriate.

Commercial Casualty Claims Specialist

Sales

• Provide sales and support services to members including greeting, servicing, and selling membership, travel products (car, hotel, basic tour packages, etc.) and (some) banking products.
• Generate leads, update members on travel and insurance specials, and provide travel information
• Respond to customer inquiries and refer to senior staff or agent when appropriate
• Provide cashiering services to members which includes taking and processing payments for insurance policies (installment, lapse or reinstatement), travel and sale of tickets, and travel money products, processing remittance/depository transfers and balancing cash drawer
• Receive and resolve member/customer complaints and seek assistance from management in complaint resolution when appropriate
• Provide administrative support to the travel and/or insurance sales staff during peak periods
• Conduct outbound promotional calls for insurance and/or travel products
• Other duties as assigned

Branch Customer Sales & Service

Outside Sales

• Work on a team supporting the sales of a wide variety of products and types of services
• Provide support to members, customers, and staff in an assigned branch location(s)
• Assist in increasing Membership acquisition and process improvement
• Receive ongoing development and exposure to several business lines and departments to broaden your knowledge of ACG and our related industries
• Participate in local branch marketing campaigns and community outreach
• Analyze and participate in the creation of sales initiatives, promotions, and special events supporting our Banking, Insurance, and Travel business
• Assist Sales Leaders with developing Regional Incentives and personnel management
• Learn more about the insurance industry, and apply your knowledge to real-world sales and service processes

Field Sales Intern

Learning and Development

• Facilitate and evaluate highly advanced technical, non-technical or leadership development programs for all employees in assigned business units, assigned management level(s) within the company or corporate-wide initiatives.
• Apply instructional design concepts and methodologies to evaluate and analyze the design integrity of training projects, programs and curriculums.
• Develop and revise course curriculums and content for assigned initiatives.
• Work with vendors to identify learning solutions and customizations for training programs.
• Manage client and vendor relationships.
• Ensure that learning and development initiatives drive performance to targeted departmental and corporate goals.
• Serve as a subject matter expert by providing insight and trusted performance-consulting advice to all levels of management.
• Conduct needs assessments to identify employee development needs and gaps in training.
• Work independently or lead project teams tasked with developing and executing learning strategies, evaluating the impact of training initiatives against predetermined metrics and identifying or developing solutions for highly complex problems.
• Forecast and communicate potential project outcomes to senior leaders and business units.
• Ensure cost-effective completion of highly complex assignments and large scale projects within specified deadlines while adhering to established department and company guidelines.
• Maintain current and emerging knowledge of learning and development standards and techniques.
• Make recommendations for improvements to training and facilitation methods, processes and procedures used within department.

Learning Consultant – Executive Development

Customer Support

• Provide a high level of support to the Insurance Agency and members by servicing existing insurance accounts.
• Perform retention calls, process applications, renewals, amendments, resolve customer problems, as well as selling membership and financial products (credit cards)
• Provide price quotes on all insurance products and factor in all applicable rules (underwriting, business, etc.) and discounts to complete the sale
• Take insurance payments (initial, installment, lapse, or reinstatement)
• Respond to customers’ insurance inquiries and explains product features and Auto Club Group service advantages to potential customers for the purpose of promoting and selling various insurance, membership, and financial products
• Refer to agent when appropriate
• Recognize and promote cross-sale 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 customer assistance through the performance of sales processing activities and assists management and agents when applicable
• Conduct outbound promotional and retention call activities per management request and provides general promotion of Auto Club Group products and services following established guidelines
• Participate in a team environment to promote customer satisfaction and consistent service following the customer service model
• Receive and resolve member/customer complaints and seeks assistance from management in complaint resolution as necessary
• Participate in office events developed to generate insurance revenue, improve member awareness of products, and support local community activities
• Fulfill, maintain and service insurance policies
• Respond to inquiries regarding insurance availability, eligibility, coverage.
• Prepare insurance proposals, policy changes, transfers, and billing clarification
• Contact members or insureds regarding the renewal of delinquent memberships, late premium payments and to solicit reinstatements in the event of policy cancellations
• Verify new business applications
• Refer relevant members/insureds to other lines of business (i.e. Travel and Life)
• Process insurance and membership payments
• Update electronic member information
• Maintain filing systems and provide other general Agency support

Licensed Customer Service and Sales Representative

Product Manager

• Provides leadership in the strategic positioning of Auto Club Group (ACG) Travel products and services in order to meet member needs, build company revenues and meet corporate objectives.
• Responsible for strategy and development of travel products in a manner that supports growth of AAA Travel Agency strategies and objectives, including: Tours, Cruises, ACG developed group travel products, AAA Joint Ventures or club owned products, including AAA Exclusive Vacations, Pleasant Holidays, AAA Member Choice Vacations, AAA Vacations in consultation with AAA National work groups, Travel Insurance.
• Strategic partners, such as Hertz, Member travel experience enhancements, such as excursions and discounts.
• Manage select key travel supplier accounts, with responsibility for annual planning, program development, and performance.
• Build annual plans to grow ACG results in alignment with our strategies and partner priorities, manage relationships with our travel partners to secure increasing levels of co-op marketing funds and overrides.
• Assess performance and identify actions that will grow ACG’s sales results with our targeted segments and overrides to maximize ACG profitability and deliver planned P&L results.
• Act as a travel product subject matter expert to support AAA Travel Agency sales development activities.
• Represent ACG on Travel Partner Advisory Boards and represent ACG strategically on AAA National work groups and task forces, driving ACG leadership in the Federation.

Travel Product Manager

• Source, develop leads, prospect and continually network
• Possess a competitive sales drive to meet and exceed monthly goals
• Be an effective communicator both written and verbal
• Provide excellent customer service and maintain retention
• Be self-motivated and fully committed to building a profitable business.

Sales Agent

• Source, develop leads, prospect and continually network
• Possess a competitive sales drive to meet and exceed monthly goals
• Be an effective communicator both written and verbal
• Provide excellent customer service and maintain retention
• Be self-motivated and fully committed to building a profitable business

• Drive the achievement of sales, revenue and service goals across all ACG product lines within the Captive Agent channel in the assigned geography
• Responsible for annual performance and successful operations of assigned captive channel locations to include the attainment of agency, product, membership, operational and customer satisfaction objectives
• Develop and implement annual sales and captive channel operation strategies and initiatives
• Assist leadership in the development and implementation of medium-term sales strategies focused on increasing market penetration, maintaining competitive edge and exceeding revenue expectations
• Execute business plans designed to grow, protect and diversify relationships with current and potential customers
• Participate in and/or support corporate-wide initiatives
• Oversight of operational activities, location facilities and personnel within assigned locations to include applying proven business techniques for budgetary management, process workflow improvements, managing multiple complexities and quality control procedures
• Building effective teams by meeting assigned agent and staff recruitment and retention expectations to include workforce management structures/resource allocation
• Instilling and maintaining a culture that increases trust and encourages front-line employees to make decisions that are in the best interest of ACG and its customers/members
• Motivating sales agents and staff to achieve high levels of performance, meet goals and contribute to the overall growth of ACG and the AAA brand

Retail Sales Leader

• Drive the achievement of sales, revenue and service goals
• Responsible for annual performance of assigned captive channel locations
• Develop and implement annual sales and operation strategies
• Monitor competitive landscape to forecast growth opportunities
• Collaborate with peers for efficient processes across locations

• Answer inbound calls and assist members with questions related to insurance policies and AAA memberships
• Deliver personalized, proactive solutions and recommend valuable products and services
• Engage with members using strong communication and a friendly, problem-solving mindset
• Think quickly and critically to resolve issues—this is not a scripted environment
• Navigate multiple systems and tools while actively listening and multitasking
• Maintain a positive, can-do attitude in a fast-paced and evolving environment
• Participate in ongoing coaching and development to continually enhance your performance

Insurance Sales Agent

Commercial Casualty Claims Specialist

Branch Customer Sales & Service

Field Sales Intern

Learning Consultant – Executive Development

Insurance Sales Agent

Licensed Customer Service and Sales Representative

Travel Product Manager

Sales Agent

Sales Agent

Sales Agent

Sales Agent

Retail Sales Leader

Retail Sales Leader

Customer Service Representative – Insurance