Branch Member Associate

AAA • Augusta, ME

13d

About The Position

The Branch Member Associate supports Field Sales growth, service goals, and profitability within a branch and serves as a primary provider of member services. The role supports agents and other staff while delivering professional service to members and existing insureds, maintaining service quality, and identifying opportunities to cross-sell products and services. It is responsible for policy accuracy, meeting assigned individual cross-sell goals, and providing support for existing policies and memberships. The associate assists with insurance sales, completes documentation for business written in the office, and provides members with information about memberships and insurance.

The position also supports travel-related services and products, processes member transactions, and handles notary services in accordance with National Notary Association and Club procedures. Decisions generally concern how best to service the member; the associate evaluates requests and recommends appropriate services or actions. Occasional travel to off-site business meetings or conferences is required.

Requirements

• High school diploma or GED.
• Four to six years of branch member sales, service, and operations experience or related experience.
• Notary Public credential through the National Notary Association.
• Property and Casualty Insurance License valid in the selling state.

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 details and other required changes.
• Identify cross-sell opportunities based on members’ product needs and service interactions; meet assigned cross-sell goals.
• Strengthen member relationships by encouraging use of automotive, financial, travel, and other products and services.
• Provide leads to insurance, life, travel, and other departments as appropriate.
• Serve walk-in and telephone members seeking insurance services.
• Sell memberships and assist with sales of insurance to prospective insureds.
• Assist members with existing policy or membership changes, upgrades, renewals, and billing information.
• 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 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 notary transactions according to National Notary Association and Club procedures, maintain notary knowledge and commission, and verify that members have the 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 coverage.
• 401(k) savings plan with company match.
• Pension.
• Tuition assistance.
• Floating holidays.
• 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