Member Specialist

AAA • Fayetteville, AR

1d • Onsite

About The Position

The Member Specialist supports Field Sales growth, service goals, and profitability within a branch by performing routine and advanced duties for agents and other personnel. The role provides service to existing insureds and members, assists with insurance product sales, completes business documentation, and provides information about memberships and insurance. The position also handles member and insured inquiries and transactions, including routine and complex matters within applicable sales and underwriting guidelines.

Requirements

• High school diploma or GED.
• 1–3 years of customer service experience preferred.
• Moderate proficiency in data entry required.
• Property and Casualty/Solicitors License required.
• Property and Casualty Insurance License valid in the selling state, issued by the state within one year, required.

Nice To Haves

• Moderate Microsoft Word and Excel skills preferred.
• Advanced customer service skills preferred.
• 1–3 years of customer service experience preferred.

Responsibilities

• Provide professional customer service to members and insureds.
• Provide membership and insurance information and service to members, including walk-in and telephone inquiries.
• Sell memberships and assist with selling insurance to prospective insureds.
• Help members make changes to existing policies or memberships, process renewals, and answer billing questions.
• Accept payments for memberships and insurance.
• Verify insurance coverage for lien holders and leasing companies and provide binders as requested.
• Complete typing and administrative work, including 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 a positive relationship with management.
• Provide service support to management, sales agents, and life agents.
• Identify and pursue cross-selling opportunities.
• Resolve member and insured problems using discretion and independent judgment, referring matters requiring greater authority to the appropriate level.
• Handle routine service work and complex transactions and basic complaints; refer complex complaints to higher-level Insurance Specialists or Sales Management.

Benefits

• Medical, dental, and vision coverage.
• 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
• Career Level: Entry Level
• Education Level: High school or GED