Branch Specialist

AAA • Bowling Green, KY

1d

About The Position

This position supports growth, service goals, and profitability for Field Sales and Branch Operations within a District Office. The Member Specialist supports agents and other personnel, serves existing insureds and members, assists with insurance sales, and provides related insurance services. The role is responsible for meeting members’ needs, maintaining service quality, and adding value through cross-selling and offering other services such as Travel and Auto Travel. The specialist 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.

The position involves customer service for walk-in and telephone inquiries, membership and insurance sales support, policy and membership changes, renewals, billing information, payments, and administrative work. Occasional travel to off-site business meetings or conferences is required. The role is part of Auto Club Enterprises, which describes its culture as diverse and service-driven and identifies itself as an Equal Opportunity Employer that participates in E-Verify.

Requirements

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

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 information.
• Conduct field inspections as necessary.
• Accept membership and insurance payments.
• Verify insurance coverage for lien holders and leasing companies.
• Provide binders as requested.
• Complete typing and administrative duties, 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 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 problems using discretion and independent judgment, and refer issues requiring more authority to the appropriate level.
• Review and complete documentation for business written in an office.

Benefits

• Medical, dental, and vision health 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