Branch & Insurance Specialist

AAA Auto Club Enterprises; Portland (ME); Vor Ort; USD 35.000 - 52.000; Vollzeit

Benefits dieser Stelle

Health coverage

401(K) with pension

Tuition assistance

Paid parental leave

Wellness programs

Employee discounts

Zusammenfassung

AAA Auto Club Enterprises in Portland, ME, seeks a client-focused Member Services Associate within Field Sales to support growth and service goals. You will assist members, process memberships and insurance support, and help cross-sell products while maintaining policy accuracy.

Responsibilities include handling walk-in and phone inquiries, updating member records in POS, providing travel materials, coordinating with insurance teams, and ensuring compliant documentation.

Qualifikationen

• High School GED or equivalent required.
• 4-6 years branch member sales, service & operations or related experience preferred.
• Notary Public and insurance license required in selling state.
• Proficient data entry and basic MS Word/Excel skills.

Aufgaben

• Provide professional customer service to members and insureds; update member data in POS.
• Identify cross-sell opportunities and meet cross-sell goals.
• Provide travel materials and assist with trip planning and bookings.
• Process payments and balance cash drawer; upgrade memberships when appropriate.
• Perform Notary transactions and maintain Notary commission.

Kenntnisse

Customer service

Cross sell

Notary Public

Data entry

Microsoft Word

Excel

Communication

Insurance sales

Ausbildung

High School Diploma or GED

Tools

POS system

MACS

VIEWPOINT

EICS

Travel Portal

Kronos

Lexus/Nexus

Jobbeschreibung

Job Summary

This position performs a variety of duties in support of growth, service goals and profitability for Field Sales within a branch as well as is a primary provider of Member Services. Performs duties in support of agents and other staff. Position is responsible for servicing the needs of the member, maintaining service quality levels and giving added value through MRM to cross sell and offer other services. Required to maintain acceptable levels of policy accuracy and achieve individual cross sell goals as assigned. Provides service support for existing insureds and members. Assists in the sale of insurance products and provides other insurance support services. Reviews and completes documentation for business written in an office. Provides information to members regarding memberships and insurance.

Job Summary

This position performs a variety of duties in support of growth, service goals and profitability for Field Sales within a branch as well as is a primary provider of Member Services. Performs duties in support of agents and other staff. Position is responsible for servicing the needs of the member, maintaining service quality levels and giving added value through MRM to cross sell and offer other services. Required to maintain acceptable levels of policy accuracy and achieve individual cross sell goals as assigned. Provides service support for existing insureds and members. Assists in the sale of insurance products and provides other insurance support services. Reviews and completes documentation for business written in an office. Provides information to members regarding memberships and insurance.

Job Duties

• Provide professional customer service to members and existing insureds. Provide service and information to members regarding memberships and insurance. Maintain and update member information in POS (make necessary changes to members’ phone numbers and e-mail, address or any other updates as required). Identify cross-sell opportunities based on members’ product needs and service. Enhance member relationship by diversifying use of products and services, including automotive, financial products, and travel resale materials. Provide leads to insurance, life, travel and other departments as appropriate. Meet cross sell goals.
• Provide service to walk-in and telephone members seeking insurance services. Sell memberships and assist in the sale of insurance to prospective insureds. Assist members with changes to existing policies or memberships including upgrading to a membership with a higher value, renewals and provide information regarding billing. Verify insurance coverage for lien holders and leasing companies. Provide binders as requested.
• Provide maps, TourBooks and other travel related materials. Prepare TripTiks and International Driving Permits (IDPs). Fulfill requests for passport photos, travel routings and publications. May assist with car and hotel reservations.
• Order and maintain all insurance compliance reports and records.
• Resolve member and insured related problems. Refer issues which require more authority to appropriate level.
• Process payments for membership, bookstore, insurance and travel products. Upgrade basic memberships to memberships with higher value (AAA+ or Premier) as appropriate. Balance cash drawer.
• Notary Public – Process Notary transactions for members according to National Notary Association and Club procedures. Maintain knowledge and Notary commission.
• Complete new business policy accuracy reviews and submit to underwriting.
• Perform other duties and responsibilities as assigned or required.
• Must accurately identify if proper documentation is provided by member to ensure that all policies and procedures are followed for proper notarization. Decisions are generally limited to how to best service the member. The position analyzes member requests and determines the best service recommendations/actions.

Qualifications

• High School GED Required
• 4-6 years Branch member sales, service & operations or related experience Preferred
• Moderate knowledge of AAA products and services in the following areas: insurance, travel counseling, publications, maps and routing preferred.
• Moderate proficiency in data entry required. Moderate Microsoft Word and Excel skills preferred. Advanced customer service skills preferred.
• Moderate knowledge of Club systems, including but not limited to: POS, MACS, VIEWPOINT, EICS, TRAVEL PORTAL, KRONOS, HUON, LEXUS/NEXUS preferred.
• Notary Public - National Notary Association Required
• Property and Casualty Insurance License, valid in selling state - Issued by State Required

Travel Requirements

• Occasional travel to off-site business meetings or conferences. (5% proficiency)

Remarkable benefits:

• Health coverage for medical, dental, vision
• 401(K) saving plans with company match AND Pension
• Tuition assistance
• Floating holidays and PTO for community volunteer programs
• Paid parental leave
• Wellness programs
• Employee discounts (membership, insurance,

travel, entertainment, services and more!)

Auto Club Enterprises is the largest club within the national AAA federation. We have nearly 17,000 employees in 24 states helping more than 18 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 1900, 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

Our organization participates in E-Verify