Member Services & Insurance Specialist

AAA; Wentzville (MO); Vor Ort; USD 40.000 - 60.000; Vollzeit

Benefits dieser Stelle

Health coverage for medical, dental, &

401(K) saving plans with company match

Pension

Tuition assistance

Floating holidays and PTO for comm"

Zusammenfassung

AAA is seeking a Membership Specialist to support field sales and branch operations by providing exceptional member and insured service, assisting in memberships and insurance sales, and handling routine and advanced documentation.

The role requires strong customer service, data entry, and licensing compliance; licensing in Property and Casualty; proficiency in Word and Excel; and the ability to handle complex transactions with discretion.

Qualifikationen

• 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.

Aufgaben

• 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. 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.

Kenntnisse

Customer service

Data entry

Communication

Advanced customer service

Ausbildung

High School GED or equivalent

Tools

Microsoft Word

Microsoft Excel

Jobbeschreibung

AAA is seeking a Membership Specialist to support field sales and branch operations by providing exceptional member and insured service, assisting in memberships and insurance sales, and handling routine and advanced documentation.

The role requires strong customer service, data entry, and licensing compliance; licensing in Property and Casualty; proficiency in Word and Excel; and the ability to handle complex transactions with discretion.