Membership Specialist

AAA • Forest Springs, KY

1d

About The Position

The Member Specialist performs duties supporting growth, service goals, and profitability for Field Sales and Branch Operations within a District Office. The role supports agents and other personnel, serves existing insureds and members, assists with selling insurance products, and provides insurance support services. The specialist maintains service quality, supports member needs, and identifies cross-selling opportunities through MRM and other services, including Travel and Auto Travel. The role 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 insurance license issued by the Department of Insurance for the assigned selling state. Occasional travel to off-site business meetings or conferences is expected.

Requirements

• High school diploma or GED.
• Proficiency in data entry.
• Microsoft Word and Excel skills.
• Customer service skills.
• Notary Public credential through the National Notary Association within one year; required.
• Valid Property and Casualty insurance license issued by the state for the selling state; required.

Nice To Haves

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

Responsibilities

• Provide professional customer service and information to members and insureds about memberships and insurance.
• Serve walk-in and telephone members seeking insurance services.
• Sell memberships and assist with the sale of insurance to prospective insureds.
• Assist members with changes to existing policies or memberships, renewals, and billing questions.
• Conduct field inspections as necessary.
• Accept payments for memberships and insurance.
• 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; engage in cross-selling opportunities.
• Resolve member and insured-related problems using discretion and independent judgment, referring issues requiring more authority to the appropriate level.
• Review and complete documentation for business written in an office.

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