Insurance Service Coordinator DSU
Job Summary
This position primarily supports DSU Management in achieving the service, revenue and productivity goals of the unit. This position will provide administrative support to DSU Management to ensure new business documentation is complete and accurate. The position will also be responsible for verifying compliance with internal rules and guidelines which include inspections, cycle times and rating and information accuracy by reviewing insurance applications and monitoring sales agent phone calls. In addition, the position serves as the technical resource in the team.
Job Duties
Monitor agent phone calls and complete scorecards to ensure agents are adhering to rules and guidelines to meet rating and information accuracy requirements and identify service quality opportunities.Track call monitoring results and work with DSU Management to identify trends and coaching opportunities.Check new business applications for rating and information accuracy. 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.Adhere to attendance standards and follow assigned schedule.Provide support to the organization to assist members or insureds with inquires, membership/policy changes, roadside assistance or other areas as assigned.Perform all other duties and responsibilities as assigned or required.Work tends to be routine and most decisions are based on established underwriting and internal guidelines. Occasionally, matters are referred to the Regional Supervisor or Manager for resolution
Qualifications
High School GED1-3 years Customer sales or serviceModerate knowledge of Microsoft Office software including, Word and ExcelModerate proficiency in data entry requiredTraining in CA Auto, Home, Umbrella and Watercraft products preferredKnowledge of HUON, MACS, and PORTAL systems preferred
Scope
Work is closely managed and reviewed for accuracy and adequacy. Follows specific, outlined, and detailed directions.Provides resolution to problems that are readily identifiable with limited scope and are resolved in accordance with standard practices, procedures, applications or routines. Problem/Task resolution timeframe: The majority of tasks typically take one to two days to resolve.Under immediate supervision, performs assigned tasks only as instructed, subject to regular check of performance.Individual ContributorFailure to accomplish results can normally be overcome without significant effect on the organization.Contacts are primarily with direct supervisor and others in group or department to give and receive information.
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!)
Auto Club Enterprises is the largest federation of AAA clubs in the nation. We have 14,000 employees in 21 states helping 17 million members. The strength of our organization is our employees. Bringing together and supporting different cultures, backgrounds, personalities, and strengths creates a team capable of delivering legendary, lifetime service to our members. When we embrace our diversity – we win. All of Us! With our national brand recognition, long-standing reputation since 1902, and constantly growing membership, we are seeking career-minded, service-driven professionals to join our team.
"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