Member Services & Insurance Specialist

AAA

Portland (ME)

Sur place

USD 42 000 - 63 000

Plein temps

14 jours+

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Avantages offerts par ce poste

Health coverage
401(K) with company match
Pension
Tuition assistance
Floating holidays
Paid parental leave
Wellness programs
Employee discounts

Résumé du poste

AAA is seeking a Branch & Insurance Specialist to support Field Sales and Member Services within a local Portland branch. You will service members, process memberships, assist in insurance sales, and provide travel and related services.

The role emphasizes cross-selling and maintaining accurate records while delivering friendly, expert service. Responsibilities include updating member data, handling billing, notary transactions, and assisting with policy changes and renewals.

Qualifications

  • High School GED is required.
  • 4-6 years in branch member sales, service & operations or related experience preferred.
  • Moderate knowledge of AAA products and services (insurance, travel counseling, maps, routing).
  • Moderate data entry skills; proficient in MS Word and Excel; strong customer service skills.
  • Notary Public – National Notary Association required; Property and Casualty Insurance License in selling state required.

Responsabilités

  • Provide professional customer service to members and insureds; maintain and update member information; identify cross-sell opportunities.
  • Sell memberships and assist in selling insurance; handle policy changes, renewals, and billing information.
  • Provide travel-related materials, book travel arrangements, and assist with passports if needed.
  • Order and maintain insurance compliance reports and records; resolve member issues; escalate when needed.
  • Process payments for memberships, insurance, and travel products; upgrade memberships where appropriate; balance cash drawer.

Connaissances

Customer service
Cross-sell ability
Data entry
Notary knowledge

Formation

High School GED
Notary Public
Property and Casualty License

Outils

POS
MACS
VIEWPOINT
EICS
TRAVEL PORTAL
KRONOS
HUON
LEXUS/NEXUS

Description du poste

AAA is seeking a Branch & Insurance Specialist to support Field Sales and Member Services within a local Portland branch. You will service members, process memberships, assist in insurance sales, and provide travel and related services.

The role emphasizes cross-selling and maintaining accurate records while delivering friendly, expert service. Responsibilities include updating member data, handling billing, notary transactions, and assisting with policy changes and renewals.

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