Membership Specialist

AAA • Lee's Summit, MO

5d

About The Position

The Membership Specialist supports growth, service goals, and profitability for Field Sales within a Branch. The role performs routine and advanced duties in support of agents and other personnel, provides service to existing insureds and members, assists with insurance sales and related support services, reviews and completes office business documentation, and provides information about memberships and insurance. The position handles routine service work within sales and underwriting guidelines and can manage most complex transactions and basic complaints. More complex complaints may be referred to higher-level Insurance Specialists or Sales Management.

Requirements

• High school diploma or GED.
• Moderate proficiency in data entry.
• 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

• One to three years of customer service experience preferred.
• Moderate Microsoft Word and Excel skills preferred.
• Advanced customer service skills preferred.

Responsibilities

• Provide professional customer service and information to members and insureds about memberships and insurance.
• Assist walk-in and telephone members seeking insurance services.
• Sell memberships and assist with selling insurance to prospective insureds.
• Assist members with policy or membership changes and renewals, and provide billing information.
• Accept payments for memberships and insurance.
• Verify insurance coverage for lien holders and leasing companies, and provide binders as requested.
• Perform typing and administrative tasks, 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 participate in cross-selling opportunities.
• Resolve member and insured problems using discretion and independent judgment, referring issues requiring more authority to the appropriate level.
• Review and complete documentation for business written in the office.

Benefits

• Health coverage for medical, dental, and vision.
• 401(k) savings plan with company match.
• Pension.
• Tuition assistance.
• Floating holidays.
• 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