Membership Specialist

AAA • Overland Park, KS

2d

About The Position

The Membership Specialist performs routine and advanced duties supporting Field Sales growth, service goals, and profitability within a branch. The role supports agents and other personnel, serves existing insureds and members, assists with insurance sales, and provides related insurance support services. It reviews and completes documentation for business written in an office and provides members with information about memberships and insurance. Service work is generally routine and guided by sales and underwriting guidelines, though the specialist handles most complex transactions and basic complaints. Complex complaints may be referred to higher-level Insurance Specialists or Sales Management.

Requirements

• High school diploma or GED.
• Property and Casualty/Solicitors License required.
• Property and Casualty Insurance License valid in the selling state, issued by the state within one year, required.
• Moderate proficiency in data entry required.

Nice To Haves

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

Responsibilities

• Provide professional customer service and membership and insurance information to members and insureds.
• Serve walk-in and telephone members seeking insurance services.
• Sell memberships and assist with selling insurance to prospective insureds.
• Assist members with changes to existing policies or memberships, renewals, and billing questions.
• 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, and engage in cross-selling opportunities.
• Resolve member and insured-related problems using discretion and independent judgment, referring issues requiring greater authority to the appropriate level.

Benefits

• Medical, dental, and vision health coverage.
• 401(k) savings plan with company match and a 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