Branch Member Associate

AAA • Augusta, ME

1d

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, services members and existing insureds, maintains service quality, and adds value by identifying cross-sell opportunities and offering relevant products and services. The associate is responsible for meeting assigned cross-sell goals and maintaining acceptable policy accuracy levels.

The position provides information and service related to memberships and insurance, assists with insurance sales and related support services, reviews and completes documentation for business written in the office, and handles a range of travel-related services and transactions. It also processes payments, maintains records and compliance reports, resolves member issues, and performs notary transactions in accordance with applicable procedures.

Requirements

• High school diploma or GED required.
• National Notary Association Notary Public credential required.
• Valid Property and Casualty Insurance License issued by the state in which the employee sells required.
• Moderate proficiency in data entry required.

Nice To Haves

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

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 cross-sell opportunities based on members’ needs, diversify members’ use of products and services, provide leads to appropriate departments, and meet cross-sell goals.
• Serve walk-in and telephone members seeking insurance services; sell memberships and assist with insurance sales.
• Assist members with changes to policies or memberships, 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 assist with car and hotel reservations as needed.
• 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 memberships as appropriate; and balance the cash drawer.
• Process member notary transactions according to National Notary Association and Club procedures, and maintain notary knowledge and commission.
• Accurately identify whether members have provided proper documentation for notarization and follow applicable policies and procedures.
• Complete new-business policy accuracy reviews and submit them to underwriting.
• Analyze member requests and determine appropriate service recommendations and actions.
• Perform other duties and responsibilities as assigned or required.
• Travel occasionally to off-site business meetings or conferences.

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