Membership Specialist

AAA Auto Club Enterprises; Wentzville (MO); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Health coverage

401(k) matching

Tuition assistance

Floating holidays

Paid parental leave

Wellness programs

Employee discounts

Job summary

AAA Auto Club Enterprises is seeking a Field Sales support role within a branch, handling customer service for members and insureds, selling memberships and assisting in insurance sales. The position supports agents and personnel, processes documentation, and assists with billing and coverage verifications.

Ideal candidates have a GED or high school diploma, 1-3 years of customer service, data entry and MS Office proficiency, and possess a Property and Casualty Insurance license.

Qualifications

• High School diploma or GED required.
• 1-3 years customer service preferred.
• Moderate proficiency in data entry.

Responsibilities

• Provide professional customer service to members and insureds.
• Sell memberships and assist in sale of insurance to prospective insureds.
• Assist with changes to policies or memberships and renewals.

Skills

Customer service

Data entry

Microsoft Word

Microsoft Excel

Advanced customer service

Education

High School Diploma or GED

Property and Casualty Insurance License

Tools

MS Word

MS Excel

Job description

This position performs a variety of routine and advanced duties in support of growth, service goals and profitability for Field Sales within a Branch. Performs routine and advanced duties in support of agents and other personnel. Provides service support for existing insured's and members. Assists in the sale of insurance products, and provides other insurance support services. Reviews and completes documentation for business written in an office. Provides information to members regarding memberships and insurance.

Job Duties

• Provide professional customer service to members and insured’s. 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.

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

Remarkable benefits

• Health coverage for medical, dental, vision
• 401(K) saving plans with company match AND Pension
• Tuition assistance
• Floating holidays and PTO for community volunteer programs
• Paid parental leave
• Wellness programs
• Employee discounts (membership, insurance, travel, entertainment, services and more!)

AAA is an Equal Opportunity Employer

Our organization participates in E-Verify