Membership Specialist

AAA • Overland Park, KS

5h

About The Position

The Membership Specialist supports growth, service goals, and profitability for Field Sales within a branch. The position performs routine and advanced duties in support of agents and other personnel, provides service to existing insureds and members, assists with insurance sales, and provides other insurance support services. The specialist reviews and completes documentation for business written in an office and provides members with information about memberships and insurance.

This role provides customer service and sales support across in-person and telephone channels. It handles membership and insurance transactions, policy and membership changes, renewals, payments, and routine administrative work. The specialist uses discretion and independent judgment to resolve member and insured concerns, referring issues requiring greater authority to the appropriate level. Work is generally guided by sales and underwriting guidelines; 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.
• Moderate proficiency in data entry.

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 to members and insureds.
• Provide information and service regarding memberships and insurance, including to walk-in and telephone members.
• 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.
• 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.
• Engage in cross-selling opportunities.
• Resolve member and insured concerns using discretion and independent judgment, and refer issues requiring more authority to the appropriate level.

Benefits

• Medical, dental, and vision coverage.
• 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