Branch & Insurance Specialist

AAA Of Southern California Florence , AL 35634

Posted 7 months ago

This position provides a variety of duties in support of growth, service goals and profitability for Field Sales and Member Services. Performs services in support of agents and other staff.

Position is responsible for servicing the needs of the member, maintaining service quality levels, cross selling and offering other services. Provides service support for existing insureds and members. Assists in the sale of insurance products and provide insurance support services.

Reviews and completes documentation for business written in an office. Provides information to members regarding memberships and insurance.

Responsibilities/Job Duties:

Provide professional customer service to members and existing insureds. Provide service and information to members regarding memberships and insurance.

Maintain and update member information. Identify cross-sell opportunities based on members' product needs and service. Enhance member relationship by diversifying use of products and services, including automotive, financial products, and travel resale materials. Assist members with changes to existing policies or memberships.

Provide maps, tour books, and other travel related materials. Prepare TripTiks and International Driving Permits.

Fulfill requests for passport photos, travel routings and publications. May assist with car and hotel reservations.

Perform other duties and responsibilities as assigned or required.

Education:

  • High School or Equivalent

Experience:

  • Prior sales or customer service experience preferred

Knowledge/Skills/Competencies:

  • Moderate knowledge of AAA products and services in the following areas: Insurance, Travel, Counseling, Publications, Maps & Routing

  • Moderate proficiency in date entry required. Moderate Microsoft Word and Excel skills preferred. Advanced customer service skills preferred.

  • Moderate knowledge of Club systems, including, but not limited to: POS, MACS, VIEWPOINT, EICS, TRAVEL PORTAL, HUON, LEXUS/NEXUS preferred.

  • Must have the desire to obtain personal lines license.

AAA offers a comprehensive benefits package that includes: Medical, Dental, Vision, paid vacation/sick 401k and Pension Plan.

All offers of employment are conditional pending a favorable urinalysis drug screen and background check.

AAA LEGENDARY SERVICE. SOMETHING TO BE PROUND OF!



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Branch & Insurance Specialist

AAA Of Southern California