Insurance & Membership Specialist
About The Position
In this role you will: Be provided with the training you need on an array of AAA products and services to interface with members with confidence and help you meet your individual and team cross-selling goals. Be given opportunities to advance with skills-based pay increases, quarterly bonuses, and career growth. 90% of our managers are promoted from within! Be eligible for competitive benefits package, including Paid Volunteer time and Pension Plan. Provide exceptional service to members in branch and over the phone regarding insurance policies, membership and insurance billing, and other services for members including passport photos, planning road trips, and cashiering duties. Perform routine and advanced duties in support of agents and other team members. Develop insurance leads for office sales agents and life specialists. Be expected to be available during our branch hours of operation: Monday through Friday 9am – 5pm and Saturday 10am – 2pm. We are closed on Sundays and most holidays.
Requirements
- Prior experience in insurance, retail sales, banking or similar customer service/sales environment
- Advanced customer service skills
- Ability to work overtime including Saturdays
- Ability to travel locally when necessary
- Proficiency with Microsoft Office basics
- Proven ability to exceed assigned sales or service quality goals
- Excellent communication, interpersonal and organizational skills
- Adaptability to change and ability to meet deadlines
- A high school diploma or GED
- Successful completion of background check and drug screening
- Ability to qualify for Property and Casualty License
Responsibilities
- Provide exceptional service to members in branch and over the phone regarding insurance policies, membership and insurance billing, and other services for members including passport photos, planning road trips, and cashiering duties.
- Perform routine and advanced duties in support of agents and other team members.
- Develop insurance leads for office sales agents and life specialists.
Benefits
- Paid Volunteer time
- Pension Plan
- Health coverage for medical, dental, vision
- 401(K) saving plans with company match
- Tuition assistance
- Floating holidays
- PTO for community volunteer programs
- Paid parental leave
- Wellness programs
- Employee discounts (membership, insurance, travel, entertainment, services and more!)
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
1-10 employees
