Branch & Insurance Specialist

AAA • Portland, ME

9d

About The Position

This position supports Field Sales growth, service goals, and profitability within a branch while serving as a primary provider of member services. The specialist supports agents and other staff, services members and existing insureds, maintains service quality and policy accuracy, and identifies opportunities to cross-sell products and services. The role also assists with insurance sales and support, membership sales and servicing, and the review and completion of business documentation. Decisions generally focus on determining the best way to respond to member requests and provide appropriate service recommendations.

Requirements

• High school diploma or GED.
• 4–6 years of branch member sales, service, and operations experience or related experience.
• Notary Public credential through the National Notary Association.
• Valid Property and Casualty Insurance License issued by the state where selling.
• Occasional travel to off-site business meetings or conferences, indicated as 5%.

Nice To Haves

• Moderate knowledge of AAA products and services, including insurance, travel counseling, publications, maps, and routing.
• Moderate proficiency in data entry.
• 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; diversify members’ use of products and services, including automotive, financial products, and travel materials; meet assigned cross-sell goals.
• Provide leads to insurance, life, travel, and other departments as appropriate.
• Assist walk-in and telephone members seeking insurance services; sell memberships and assist with insurance sales to prospective insureds.
• Help members change existing policies or memberships, including upgrades and renewals, and provide billing information.
• Verify insurance coverage for lien holders and leasing companies and provide requested binders.
• 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 and refer issues requiring greater authority to the appropriate level.
• Process payments for membership, bookstore, insurance, and travel products; upgrade basic memberships when appropriate; and balance the cash drawer.
• Process member notary transactions according to National Notary Association and Club procedures, maintain notary knowledge and commission, and verify that members have provided proper documentation for notarization.
• Complete new-business policy accuracy reviews and submit them to underwriting.
• Perform other duties and responsibilities as assigned or required.

Benefits

• Medical, dental, and vision health coverage.
• 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
• Career Level: Mid Level
• Education Level: High school or GED