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Membership Specialist

Ace

Skills

Required

  • data entry
  • Excel

Preferred

  • Sell memberships

Membership Specialist Job Summary This position performs a variety of routine and advanced duties in support of growth, service goals and profitability for Field Sales within a Branch.

About Ace

  • The strength of our organization is our employees.
  • Bringing together and supporting different cultures, backgrounds, personalities, and strengths creates a team capable of delivering legendary, lifetime service to our members.
  • When we embrace our diversity – we win.

Responsibilities

  • Performs routine and advanced duties in support of agents and other personnel.
  • Provides service support for existing insured's and members.
  • Assists in the sale of insurance products, and provides other insurance support services.
  • Reviews and completes documentation for business written in an office.
  • Provides information to members regarding memberships and insurance Job Duties Provide professional customer service to members and insured’s.
  • Provide service and information to members regarding memberships and insurance.
  • Provide service to walk-in and telephone members seeking insurance services.
  • Sell memberships and assist in the sale of insurance to prospective insureds.
  • Assist members with changes to existing policies or memberships, renewals, and provide information regarding billing.
  • Accept payments on membership and insurance.
  • Verify insurance coverage for lien holders and leasing companies.
  • Provide binders as requested.
  • Perform typing and other administrative duties, including, but not limited to; 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 and open and positive relationship with management.
  • Provide service support for both management and sales and life agents.
  • Engage in cross selling opportunities.
  • Resolve member and insured related problems using discretion and independent judgment.
  • Refer issues which require more authority to appropriate level.
  • Service work tends to be routine and described within sales and underwriting guidelines.

Requirements

  • Has skill set necessary to handle most complex transactions and basic complaints.
  • Complex complaints may be referred to higher level Insurance Specialists or Sales Management for handling.
  • High School GED Required 1-3 years Customer service Preferred Moderate proficiency in data entry required.
  • Moderate Microsoft Word and Excel skills preferred.
  • Advanced customer service skills preferred.
  • Property and Casualty/Solicitors License required.

Pay

  • Property and Casualty Insurance License, valid in selling state - Issued by State within 1 Year Required The starting pay range for this position is $18.00-$19.80 per hour.
  • Additionally, you will be eligible to participate in our incentive program based upon your team and individual performance.

Benefits

  • Health coverage for medical, dental, vision • 401(K) saving plans with company match AND Pension • Tuition assistance • Floating holidays and PTO for community volunteer programs • Paid parental leave • Wellness programs • Employee discounts (membership, insurance, travel, entertainment, services and more!) Auto Club Enterprises is the largest club within the national AAA federation.
  • We have nearly 17,000 employees in 24 states helping more than 18 million members.
  • All of Us!
  • With our national brand recognition, long-standing reputation since 1900, and constantly growing membership, we are seeking career-minded, service-driven professionals to join our team.
  • "Through dedicated employees we proudly deliver legendary service and beneficial products that provide members peace of mind and value.” AAA is an Equal Opportunity Employer Our organization participates in E-Verify