Member Specialist

Member Specialist This position performs a variety of routine and advanced duties in support of growth, service goals, and profitability for Field Sales within a branch. It includes supporting agents and other personnel, providing service support for existing insureds and members, assisting in the sale of insurance products, reviewing and completing business documentation, and delivering information to members regarding memberships and insurance. Job Duties Provide professional customer service to members and insureds. Offer service and information to members regarding memberships and insurance. Assist walk‑in and telephone members seeking insurance services. Sell memberships and aid in the sale of insurance to prospective insureds. Help members with changes to existing policies or memberships, renewals, and billing inquiries. Accept payments for memberships and insurance. Verify insurance coverage for lien holders and leasing companies. Provide binders as requested. Perform typing and other 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 all staff. Maintain a positive relationship with management. Provide service support for management and sales and life agents. Engage in cross‑selling opportunities. Resolve member and insured related problems using discretion and independent judgment. Refer issues requiring higher authority to the appropriate level. Handle routine work as described within sales and underwriting guidelines. Address the majority of complex transactions and basic complaints; refer more complex complaints to higher level Insurance Specialists or Sales Management. Qualifications High School GED required. 1‑3 years of customer service experience preferred. Moderate proficiency in data entry required. Moderate proficiency with Microsoft Word and Excel preferred. Advanced customer service skills preferred. Property and Casualty/Solicitors license required. Property and Casualty Insurance license, valid in the selling state, issued by a state within 1 year required. Benefits Health coverage for medical, dental, and vision. 401(K) savings plans with company match and 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. AAA is an Equal Opportunity Employer. Our organization participates in E‑Verify. #J-18808-Ljbffr