Licensed Insurance & Member Services Specialist

ECAAA AAA East Central; Fern Valley (CA); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Health coverage

401(K) saving plans with company match

Tuition assistance

Floating holidays and PTO

Paid parental leave

Wellness programs

Employee discounts

Job summary

Auto Club Enterprises is seeking a Member Specialist II to support Field Sales and Branch Operations in a District Office. The role focuses on service for members and insureds, assisting in the sale of memberships and insurance, and maintaining high service quality.

Candidates must hold a valid Property and Casualty license for the assigned states, be capable of cross-selling, and handle inquiries by phone and walk-ins.

Qualifications

• Requires High School GED.
• 1-3 years Sales or customer service preferred.
• Proficiency in data entry.
• Microsoft Word and Excel skills.
• Customer service skills.
• Notary Public - National Notary Association within 1 year required.
• Property and Casualty Insurance License, valid in selling state.
• Occasional travel to off-site meetings or conferences (5% proficiency).

Responsibilities

• Provide professional customer service to members and insureds.
• 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.
• Conduct field inspections as necessary.
• 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 an open and positive relationship with management.
• Provide service support for both management, 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.

Skills

Customer service

Data entry

Notary Public

Insurance licensing

Travel coordination

Education

High School GED

Tools

Microsoft Word

Excel

Job description

Auto Club Enterprises is seeking a Member Specialist II to support Field Sales and Branch Operations in a District Office. The role focuses on service for members and insureds, assisting in the sale of memberships and insurance, and maintaining high service quality.

Candidates must hold a valid Property and Casualty license for the assigned states, be capable of cross-selling, and handle inquiries by phone and walk-ins.