Licensed Branch Customer Service and Sales Rep - Wheat Ridge, CO

About this role

Job Type:

Full time   Exempt/Non Exempt:  

Hourly Job Description:

  Location Details:   

• Wheat Ridge, CO

Position Schedule / Shift:   

Monday - Friday 8:30am - 5:30pm

Position Summary  

The Auto Club Group is seeking a customer-focused Licensed Branch Customer Service and Sales Rep to support members with insurance policies, payments, renewals, and product inquiries. This role combines service, problem-solving, and sales support to help members protect what matters most while promoting ACG’s insurance, membership, and financial products.  

Key Responsibilities  

Customer Service & Member Support  

• Respond to customer insurance inquiries, explain product features and ACG service advantages, support sales processing, and resolve member/customer complaints with management support as needed.  

• Participate in team service efforts and help deliver consistent, customer-focused support.  

Insurance Policy Servicing & Processing  

• Service insurance policies and process applications, renewals, policy changes, endorsements, status or coverage changes, amendments, transfers, billing questions, and new business applications   in accordance with   state rules and corporate policies.  

• Respond to insurance availability, eligibility, and coverage questions; prepare proposals; update electronic member information;   maintain   filing systems; and provide general agency support.  

Sales, Quotes & Referrals  

• Provide insurance product quotes, apply underwriting and business rules and eligible discounts, complete sales,   identify   cross-sell opportunities, and promote insurance, membership, financial products, credit cards, Travel, and Life referrals.  

• Refer customers to agents when   appropriate .  

Payments, Renewals & Retention  

• Process insurance and membership payments, including initial, installment, lapse, and reinstatement payments; conduct retention calls; and contact members/insureds   regarding   delinquent memberships, late premiums, reinstatements, and cancellations.  

• Support outbound promotional and retention   calling   while promoting ACG products and services following established guidelines.  

Community & Office Support  

• Assist   with office events that generate insurance revenue, increase member product awareness, and support local community activities.  

Require d   Qualifications  

• High School Diploma or equivalent  

• Current Property & Casualty Insurance license.  

• Ability to qualify for, obtain, and   maintain   all required state licenses and appointments to sell and/or service Auto Club Group Membership products.  

• Successful completion of Customer Service, Insurance, and Membership training within 6 months of hire.  

Work Experience:  

• Customer Service & Communication  

• Provide   a high level   of customer-focused service.  

• Respond to billing and coverage questions.  

• Present complex information in a clear and concise manner.  

• Insurance Servicing & Transactions  

• Service insurance policies and process applications, renewals, and amendments.  

• Process monetary transactions, including taking payments.  

• Sales Support  

• Promote the sale of insurance products and services using established guidelines.  

Knowledge and Skills:  

• Insurance Knowledge & Sales  

• Analyze member/potential customer insurance needs and determine   appropriate levels   of coverage.  

• Prepare   appropriate rate   quotations.  

• Organize, plan, and promote the sale of ACG insurance and membership products and services.  

• Understand insurance terminology, general insurance regulations, underwriting procedures, and sales regulatory and compliance guidelines.  

• Systems, Records & Administration  

• Use insurance and/or membership systems, such as PPS, POS, IMS, and IPM.  

• Maintain   accurate   records.  

• Proficiently use Microsoft Office products.  

• Communication, Math & Customer Service  

• Read,   comprehend , and communicate clearly and concisely with coworkers and the public, including explaining instructions, rules, and procedures.  

• Perform mathematical calculations to accurately complete monetary transactions.  

• Exceed member expectations through professionalism, efficient and effective service, and proper maintenance of the workstation and office facility.  

• Work Style & Training  

• Work effectively in a team environment and independently with minimal supervision.  

• Perform outbound service calls.  

• Work under pressure in a high-volume, fast-paced customer service environment.  

• Successfully complete   appropriate training   related to all Auto Club Group products and services.  

Work Environment  

Work in a temperature-controlled office environment. Willingness and ability to work irregular hours   to include   weekends, holidays, and community events.  

Compensation   & Benefits Overview  

ACG   complies with   all applicable state and local laws   regarding   required benefits (including PTO,   paid   sick leave,   etc.) .  

Compensation:  

Starting pay ranges from $23.00 to $25.50 per hour, based on experience.  

Benefits :  

At ACG, we offer a comprehensive and flexible benefits package designed to support your health, financial well-being, and professional growth.  

Health & Wellness  

• Medical plans with multiple coverage options, including HSA eligibility .  

• Prescription drug coverage .  

• Dental and vision benefits .  

• Employee Assistance Program (confidential support services) .    

Financial Protection & Insurance  

• Company-paid basic life insurance .  

• Optional supplemental life insurance and dependent coverage .  

• Short-term and long-term disability coverage .  

• Critical illness, accident, and pet insurance options .    

Retirement & Savings   

• 401(k) plan to support long-term financial goals. 3% automatic deferral upon  eligibility;  may contribute 1% to 50% of eligible earnings,

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