Branch Specialist

AAA • Bowling Green, KY

4d

About The Position

This position supports growth, service goals, and profitability for Field Sales and Branch Operations within a District Office. It performs duties in support of agents and other personnel, provides service to existing insureds and members, assists with insurance sales, and provides insurance support services. The role services members’ needs, maintains service quality, and creates value through cross-selling and offering additional services. It also reviews and completes documentation for business written in an office and provides information about memberships, insurance, and other branch services.

The position requires a valid Property and Casualty license issued by the Department of Insurance for the assigned state. Occasional travel to off-site business meetings or conferences is expected.

Requirements

• High school diploma or GED.
• A valid Property and Casualty Insurance License issued by the state for the state in which the employee sells insurance.
• Notary Public certification through the National Notary Association within one year.
• Proficiency in data entry.
• Microsoft Word and Excel skills.
• Customer service skills.

Nice To Haves

• 1–3 years of sales or customer service experience.

Responsibilities

• Provide professional customer service to members and insureds.
• Provide information and service regarding memberships and insurance, including to walk-in and telephone members seeking insurance services.
• Sell memberships and assist with selling insurance to prospective insureds.
• Help members change existing policies or memberships, process renewals, and obtain billing information.
• Conduct field inspections as necessary.
• Accept payments for memberships and insurance.
• Verify insurance coverage for lien holders and leasing companies.
• Provide binders as requested.
• Perform typing and administrative duties, including preparing letters, forms, cards, rush escrows, and evidence of insurance.
• Develop insurance leads for office sales agents and life specialists.
• Communicate positively and effectively with staff and maintain an open, positive relationship with management.
• Provide service support for management, sales agents, and life agents.
• Identify and pursue cross-selling opportunities.
• Resolve member- and insured-related problems using discretion and independent judgment, and refer issues requiring greater authority to the appropriate level.

Benefits

• Medical, dental, and vision coverage.
• 401(k) savings plan with company match.
• 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: Entry Level
• Education Level: High school or GED