Branch & Insurance Specialist

null, AAA Northern New England • Williston, VT

33d

About The Position

The Branch & Insurance Specialist supports Field Sales growth, service goals, and profitability within a branch while serving as a primary provider of member services. The position supports agents and other staff, provides service to members and existing insureds, and helps maintain service quality and policy accuracy. The specialist identifies cross-sell opportunities, works toward individual cross-sell goals, assists with insurance sales and support services, reviews business documentation, and provides information about memberships and insurance.

The role also supports members with travel materials and services, processes payments, maintains insurance compliance records, and handles notary transactions in accordance with applicable procedures. Decisions are generally limited to determining the best way to serve members, and the specialist analyzes requests to recommend appropriate services or actions. Occasional travel to off-site business meetings or conferences is required.

Requirements

• High school diploma or GED.
• Notary Public credential through the National Notary Association.
• Valid Property and Casualty Insurance License issued by the state in which the employee sells insurance.
• Moderate proficiency in data entry.
• Occasional travel to off-site business meetings or conferences.

Nice To Haves

• Four to six years of branch member sales, service, and operations experience or related experience.
• Moderate knowledge of AAA products and services, including insurance, travel counseling, publications, maps, and routing.
• Moderate Microsoft Word and Excel skills.
• Advanced customer service skills.
• Moderate knowledge of Club systems, including POS, MACS, VIEWPOINT, EICS, TRAVEL PORTAL, KRONOS, HUON, and LEXUS/NEXUS.

Responsibilities

• Provide professional customer service and information to members and existing insureds regarding memberships and insurance.
• Maintain and update member information in POS, including contact and address details.
• Identify member needs and cross-sell opportunities; promote relevant products and services, including automotive, financial products, and travel resale materials.
• Provide leads to insurance, life, travel, and other departments as appropriate, and meet cross-sell goals.
• Serve walk-in and telephone members seeking insurance services; sell memberships and assist with insurance sales.
• Assist members with policy and membership changes, upgrades, renewals, and billing inquiries.
• Verify insurance coverage for lien holders and leasing companies and provide binders as requested.
• Provide maps, TourBooks, and other travel materials; prepare TripTiks and International Driving Permits; fulfill requests for passport photos, travel routings, and publications; and may assist with car and hotel reservations.
• Order and maintain insurance compliance reports and records.
• Resolve member and insured-related problems, referring issues requiring additional authority to the appropriate level.
• Process payments for membership, bookstore, insurance, and travel products; upgrade memberships when appropriate; and balance the cash drawer.
• Process notary transactions according to National Notary Association and Club procedures, maintain notary knowledge and commission, and verify that members provide proper documentation.
• Complete new-business policy accuracy reviews and submit them to underwriting.
• Perform other duties and responsibilities as assigned or required.

Benefits

• Health coverage for medical, dental, and vision.
• 401(k) savings plan with company match and pension.
• Tuition assistance.
• Floating holidays and PTO for community volunteer programs.
• Paid parental leave.
• Wellness programs.
• Employee discounts on membership, insurance, travel, entertainment, services, and more.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED