Branch & Insurance Specialist

AAA; St. Louis (MO); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Health coverage

401(k) with company match

Pension

Tuition assistance

Floating holidays

Paid parental leave

Wellness programs

Employee discounts

Job summary

AAA's Branch & Insurance Specialist role supports field sales by handling member inquiries, processing policy changes, and assisting in sales. You will provide service to walk-in and phone customers, verify coverage, and prepare binders while maintaining relationships with staff and management.

The position emphasizes cross-selling, lead development, and accurate documentation in a fast-paced branch environment.

Qualifications

• High School GED or equivalent required.
• Moderate data entry and computer skills preferred.
• Advanced customer service skills preferred.

Responsibilities

• Provide professional customer service to members and insureds; assist with insurance questions.
• Sell memberships and assist in insurance sales; process changes, renewals and billing inquiries.
• Handle payments, verify coverage, and provide required binders and documents.
• Develop insurance leads and support field agents and life specialists.
• Resolve issues using discretion and escalate when needed.
• Support management and sales staff; engage in cross-selling opportunities.
• Assist with clerical duties such as letters, forms and evidence of insurance.

Skills

Customer service

Data entry

MS Word & Excel

Communication

Education

High School GED

Tools

Microsoft Word

Microsoft Excel

Job description

Branch & Insurance Specialist

Job Summary

This position performs a variety of routine and advanced duties in support of growth, service goals and profitability for Field Sales within a Branch. Performs routine and advanced duties in support of agents and other personnel. Provides service support for existing insured’s 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 insured’s. Provide service and information to members regarding memberships and insurance.
• 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, renewals, and provide information regarding billing. Accept payments on membership and insurance. Verify insurance coverage for lien holders and leasing companies. Provide binders as requested. Perform typing and other administrative duties, including, but not limited to; letters, forms, cards, rush escrows and evidence of insurance.
• Develop insurance leads for office sales agents and life specialists.
• Communicate positively and effectively with all staff. Maintain and open and positive relationship with management.
• Provide service support for both management and sales and life agents. Engage in cross selling opportunities.
• Resolve member and insured related problems using discretion and independent judgment. Refer issues which require more authority to appropriate level.
• Service work tends to be routine and described within sales and underwriting guidelines.
• Has skill set necessary to handle most complex transactions and basic complaints.
• Complex complaints may be referred to higher level Insurance Specialists or Sales Management for handling.

Qualifications

• High School GED Required
• 1-3 years Customer service Preferred
• Moderate proficiency in data entry required.
• Moderate Microsoft Word and Excel skills preferred.
• Advanced customer service skills preferred.
• Property and Casualty/Solicitors License required.
• Property and Casualty Insurance License, valid in selling state - Issued by State within 1 Year Required

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