Retail Service Specialist

AAA - Automobile Club of Southern California; Swansea (IL); On-site; USD 35,000 - 55,000; Full time

Job summary

An established industry player is seeking a Retail Service Specialist to join their dynamic team in Swansea. This role is pivotal in delivering exceptional customer service and support to members while assisting in the sale of insurance products. You will engage with members, resolve issues, and contribute to a positive team environment. With a commitment to diversity and a focus on legendary service, this organization offers a supportive workplace where your contributions will make a difference. If you're passionate about helping others and thrive in a collaborative setting, this opportunity is perfect for you.

Benefits

Health coverage for medical, dental, vision

401(K) saving plan with company match

Pension

Tuition assistance

PTO for community volunteer programs

Wellness program

Employee discounts

Qualifications

• High School GED required with 1-3 years of customer service experience preferred.
• Property and Casualty Insurance License required within 1 year.

Responsibilities

• Provide professional customer service to members and assist with insurance sales.
• Resolve member-related issues and maintain positive relationships with management.

Skills

Customer Service Skills

Data Entry

Microsoft Word

Microsoft Excel

Problem Solving

Education

High School GED

Tools

Microsoft Office Suite

Job description

Retail Service Specialist

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 an 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 the appropriate level.
• Service work tends to be routine and described within sales and underwriting guidelines.
• Has the 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 plan with company match AND Pension
• Tuition assistance
• PTO for community volunteer programs
• Wellness program
• Employee discounts (membership, insurance, travel, entertainment, services, and more!)

Auto Club Enterprises is the largest federation of AAA clubs in the nation. We have 14,000 employees in 21 states helping 17 million members. The strength of our organization is our employees. Bringing together and supporting different cultures, backgrounds, personalities, and strengths creates a team capable of delivering legendary, lifetime service to our members. When we embrace our diversity – we win. All of Us! With our national brand recognition, long-standing reputation since 1902, and constantly growing membership, we are seeking career-minded, service-driven professionals to join our team.

“Through dedicated employees we proudly deliver legendary service and beneficial products that provide members peace of mind and value.”

AAA is an Equal Opportunity Employer