Member Specialist

Job Code: 5422

About the role

This position performs a variety of duties in support of growth, service goals and profitability for Field Sales and Branch Operations within a District Office. Performs duties in support of agents and other personnel. Provides service support for existing insureds and members. Assists in the sale of insurance products and provides other insurance support services. Must hold a valid Property and Casualty license through the Department of Insurance for assigned states. Position is responsible for servicing the needs of the member, maintaining service quality levels and adding value through MRM to cross sell and offer other services such as Travel, Auto Travel, etc. Reviews and completes documentation for business written in an office. Provides information to members regarding memberships, insurance and other Branch related services.

Responsibilities

• Provide professional customer service to members and insureds
• 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
• Conduct field inspections as necessary
• 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 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 an open and positive relationship with management
• Provide service support for management, 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

Requirements

• High School diploma or GED required
• 1–3 years sales or customer service experience preferred
• Proficiency in data entry
• Microsoft Word and Excel skills
• Customer service skills
• Notary Public – National Notary Association (required within 1 year)
• Property and Casualty Insurance License, valid in selling state (issued by State)

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)

Schedule

Occasional travel to off-site business meetings or conferences (approximately 5%).