Member Services & Insurance Advisor

AAA Auto Club Enterprises; Allen (TX); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Health coverage

401(k) match

Tuition assistance

Floating holidays

Paid parental leave

Wellness programs

Employee discounts

Job summary

AAA Auto Club Enterprises is seeking a customer-focused professional to support Field Sales in a branch. The role includes assisting insureds and members, selling memberships and insurance products, and handling documentation and billing queries.

You'll develop insurance leads, maintain strong internal relationships, and provide service support to management and sales and life agents while adhering to underwriting guidelines. Occasional travel to meetings may be required.

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.

Responsibilities

• Provide professional customer service to members and insureds. Provide service and information to members regarding memberships and insurance.
• Sell memberships and assist in sale of insurance to prospective insureds; assist members with changes to existing policies or memberships, renewals, and provide information regarding billing.
• Develop insurance leads for office sales agents and life specialists.
• Communicate positively with staff; maintain open and positive relationship with management.
• Provide service support for management, sales and life agents; engage in cross-selling opportunities.
• Resolve member and insured related problems using discretion and independent judgment; refer issues requiring more authority.

Skills

Customer service

Data entry

MS Word

MS Excel

Advanced customer service

Education

High School Diploma or GED

Job description

AAA Auto Club Enterprises is seeking a customer-focused professional to support Field Sales in a branch. The role includes assisting insureds and members, selling memberships and insurance products, and handling documentation and billing queries.

You'll develop insurance leads, maintain strong internal relationships, and provide service support to management and sales and life agents while adhering to underwriting guidelines. Occasional travel to meetings may be required.