Membership Specialist

AAA • Louisville, KY

1d

About The Position

This position supports growth, service goals, and profitability for Field Sales and Branch Operations within a District Office. The Membership Specialist assists agents and other personnel, provides service to existing insureds and members, supports insurance services and sales, and helps meet members’ needs while maintaining service quality. The role also adds value through MRM cross-selling and offers services such as Travel and Auto Travel. It reviews and completes documentation for business written in an office and provides members with information about memberships, insurance, and other Branch services.

The position requires a valid Property and Casualty license issued by the Department of Insurance for the assigned state. Occasional travel to off-site business meetings or conferences is required.

Requirements

• High school diploma or GED.
• One to three years of sales or customer service experience preferred.
• Proficiency in data entry.
• Microsoft Word and Excel skills.
• Customer service skills.
• Obtain a Notary Public credential through the National Notary Association within one year; listed as required.
• Valid Property and Casualty Insurance License issued by the state for the state in which the employee sells insurance; listed as required.

Nice To Haves

• Sales or customer service experience of one to three years is preferred.

Responsibilities

• Provide professional customer service to members and insureds.
• Provide service and information regarding memberships and insurance.
• Assist walk-in and telephone members seeking insurance services.
• Sell memberships and assist with sales of insurance to prospective insureds.
• Help members make changes to existing policies or memberships, complete renewals, and obtain 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 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 an open, positive relationship with management.
• Provide service support to management, sales agents, and life agents.
• Pursue cross-selling opportunities.
• Resolve member- and insured-related 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 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