Membership & Insurance Services Advisor

AAA; Edwardsville (IL); On-site; USD 23,000 - 27,000; Full time

Benefits offered by this job

Health coverage for medical, dental, &

401(K) saving plans with company match

Pension

Tuition assistance

Floating holidays and PTO

Paid parental leave

Wellness programs

Employee discounts

Job summary

AAA in Edwardsville, IL seeks a customer service focused position to support field sales, member services and insurance processes. The role involves handling insurance inquiries, processing changes, preparing binders, and generating leads for agents and life specialists.

Responsibilities include assisting with billing, payments, and policy changes while maintaining professional interactions with members and staff. A valid license and strong data entry skills are preferred.

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 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.
• 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 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.

Skills

Customer service

Data entry

Advanced customer service

Education

High School GED or equivalent

Tools

Microsoft Word

Microsoft Excel

Job description

AAA in Edwardsville, IL seeks a customer service focused position to support field sales, member services and insurance processes. The role involves handling insurance inquiries, processing changes, preparing binders, and generating leads for agents and life specialists.

Responsibilities include assisting with billing, payments, and policy changes while maintaining professional interactions with members and staff. A valid license and strong data entry skills are preferred.