Insurance & Member Services Specialist
AAA
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Benefits offered by this job
Job summary
AAA in Williston, VT seeks an Branch & Insurance Specialist to support Field Sales and Member Services, handling policy accuracy, cross-sell opportunities, and membership services. You will assist in insurance sales, perform Notary duties, and ensure proper documentation for policies and travel-related services.
Role requires 4–6 years in branch sales/operations, Notary certification, and an active insurance license.
Qualifications
- 4–6 years of branch sales, service and operations experience or related background preferred.
- Moderate knowledge of AAA products and services including insurance, travel counseling, maps and routing.
- Moderate data-entry skills; proficiency in MS Word and Excel preferred.
- Notary Public with National Notary Association certification is required.
- Property and Casualty Insurance License valid in selling state.
Responsibilities
- Provide professional customer service to members and insureds and identify cross-sell opportunities.
- Update member information in POS and assist with billing changes and upgrades.
- Support travel-related services and provide reservations or coordinating materials as needed.
- Process payments, balance cash drawer and upgrade memberships when appropriate.
- Notarize documents and maintain Notary commission per policy.
- Complete new business policy reviews and submit to underwriting.
- Refer more complex issues to the appropriate authority.
Skills
Education
Tools
Job description
AAA in Williston, VT seeks an Branch & Insurance Specialist to support Field Sales and Member Services, handling policy accuracy, cross-sell opportunities, and membership services. You will assist in insurance sales, perform Notary duties, and ensure proper documentation for policies and travel-related services.
Role requires 4–6 years in branch sales/operations, Notary certification, and an active insurance license.
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