Membership Services Representative

6 days ago


Montgomery, Alabama, United States AAA Alabama Full time
Overview:
A dynamic and collaborative environment awaits at AAA Alabama, where our 14,000 employees in 21 states are dedicated to delivering legendary service to 17 million members. As a leader in the federation of AAA clubs, we seek talented professionals who embody our values of diversity, inclusivity, and customer-centricity.

About the Role:
We are seeking an experienced Membership Services Representative to join our team. In this pivotal position, you will be responsible for providing exceptional customer service, managing member relationships, and driving growth through cross-selling insurance products. Your passion for delivering outstanding service, combined with your ability to analyze member requests and determine the best service recommendations, makes you an ideal candidate for this role.

Responsibilities:
• Provide professional customer service to members and existing insureds, addressing their queries, and resolving issues efficiently
• Maintain and update member information in POS, ensuring accurate records and seamless service delivery
• Identify cross-sell opportunities based on members' product needs and services, enhancing member relationships, and driving revenue growth
• Meet or exceed cross-sell goals, consistently delivering high-quality service, and exceeding customer expectations
• Process payments for membership, bookstore, insurance, and travel products, balancing cash drawers accurately
• Perform notary public duties, adhering to National Notary Association and Club procedures, maintaining knowledge, and commission updates
• Complete new business policy accuracy reviews, submitting them to underwriting, and analyzing member requests to determine the best service recommendations
• Collaborate with agents and other staff to provide comprehensive support, facilitating effective communication, and seamless service delivery

Requirements:
• High school diploma or GED required; 4-6 years of branch member sales, service, and operations experience preferred
• Moderate knowledge of AAA products and services, including insurance, travel counseling, publications, maps, and routing, preferred
• Property and Casualty Insurance License, valid in the selling state, issued by the state, required
• Proficiency in data entry, Microsoft Word, Excel, and Club systems, such as POS, MACS, VIEWPOINT, EICS, TRAVEL PORTAL, KRONOS, HUON, LEXUS/NEXUS, preferred
• Advanced customer service skills and moderate knowledge of Club systems, including but not limited to: POS, MACS, VIEWPOINT, EICS, TRAVEL PORTAL, KRONOS, HUON, LEXUS/NEXUS, preferred

Salary: $45,000 - $65,000 per annum, depending on location and experience.

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