Membership Specialist

null, AAA East Central • Louisville, KY

3d

About The Position

The Member Specialist supports growth, service goals, and profitability for Field Sales and Branch Operations within a District Office. The role provides support to agents and other personnel, serves existing insureds and members, assists with insurance sales, and provides insurance support services. The specialist services member needs, maintains service quality, and uses MRM to identify cross-selling opportunities and offer services such as Travel and Auto Travel. The position also reviews and completes documentation for business written in an office and provides information about memberships, insurance, and other Branch services. A valid Property and Casualty license issued by the Department of Insurance for assigned states is required.

Requirements

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

Nice To Haves

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

Responsibilities

• Provide professional customer service and information to members and insureds regarding memberships and insurance.
• Assist walk-in and telephone members seeking insurance services.
• Sell memberships and assist with the sale of insurance to prospective insureds.
• Help members with changes to existing policies or memberships, renewals, and billing questions.
• Conduct field inspections as necessary.
• Accept membership and insurance payments.
• Verify insurance coverage for lien holders and leasing companies, and 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 to management, sales agents, and life agents, and engage in cross-selling opportunities.
• Resolve member and insured-related problems using discretion and independent judgment; 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