AAA Northern California, Nevada & Utah

Insurance

• Reviews agent submitted pending and issued not paid business daily to identify outstanding requirements
• Creates, maintains, and follows process & procedural documentation
• Coordinates workflow and resources in a well-planned organized manner
• Uses various computer systems such as FAST, LifeNotes, LifeDesk and AS400 to retrieve information, update case files and identify opportunities
• Contacts Life Insurance Specialists, Multi-Line Agents and vendors via telephone and/or email to obtain the information needed
• Serves as a liaison between AAA Life Insurance Company, New Business and Underwriting, external vendors, Life Insurance Specialists, Multi-Line Agents and Managers
• Provides timely professional communication regarding the status of insurance cases
• Displays exceptional customer service skills while building rapport with third parties, and sales personnel
• Regularly participates in AAA Life New Business and Underwriting meetings
• Provides new agent training on new business and underwriting procedures

Life Insurance Case Coordinator

• The Life Insurance Case Coordinator is primarily responsible for delivering outstanding service and value to our Members by supporting fellow Team Members in performing critical functions as it relates to tracking, issuing and settling of submitted life insurance business.
• Reviews agent submitted pending and issued not paid business daily to identify outstanding requirements with the purpose of a) moving more business through the pipeline and 2) reducing the time that it remains in the underwriting queue.
• Creates, maintains, and follows process & procedural documentation.
• Coordinates workflow and resources in a well-planned organized manner.
• Uses various computer systems such as FAST, LifeNotes, LifeDesk and AS400 to retrieve information, update case files and identify opportunities.
• Pulls and distributes new business and underwriting reports for tracking and performance measurement.
• Contacts Life Insurance Specialists, Multi-Line Agents and vendors via telephone and/or email to obtain the information needed, such as documents, signatures, and health or financial information to prepare the case for underwriting approval and to be settled.
• Serves as a liaison between AAA Life Insurance Company, New Business and Underwriting, external vendors, Life Insurance Specialists, Multi-Line Agents and Managers.
• Act as a point of contact for issues and escalations to help find resolution, provides guidance to Team Members and external business partners by answering inquiries and resolving problems.
• Creates and maintain effective, collaborative working relationships with both internal Team Members and external business partners.
• Provides timely professional communication regarding the status of insurance cases.
• Displays exceptional customer service skills while building rapport with third parties, and sales personnel.
• Regularly participates in AAA Life New Business and Underwriting meetings.
• Provides new agent training on new business and underwriting procedures.
• Assists with analysis, development and implementation of new and enhanced procedures for business processing.
• Actively participates in change management. Provides input that may lead to simplification of the business model in forms, technology, processes and all day-to-day activities.
• Provides feedback to Manager to assist in overall process improvement that supports strategy.
• Supports Manager and Team in providing consistent communication and messaging.
• Provides administrative support as needed.
• Responsible for processing requested agent assignment changes on existing policies and agent percentage split changes on pending business.
• Maintains Life Insurance Specialist and Multi-Line Agent roster as needed.
• Assumes other office administrative and operational duties in absence of Manager.
• Other duties as assigned.

Events

• Owns the relationship with the member from beginning to end of each travel related transaction.
• Sells International & Domestic vacation packages, cruises, tours, hotel, car rental, rail and air travel.
• Initiates contact with members, past customers, and community prospects to generate new business and encourage repeat business.
• Maintains minimum production goals in travel sales, sales of Travel Partner and proprietary products (Sojourns, AAA Vacations).
• Cross-sells products such as credits cards and membership - both independently and by collaborating with specialized team members.
• Researches, evaluates, and compares AAA Travel Partner packages to match member needs and deliver exceptional experiences.
• Stays current with world events and latest travel industry developments and trends to provide relevant information to members.
• Investigates and responds to travel-related member questions/complaints, and recommends solutions.
• Acts as a consultant, tailoring products and services to create unique and memorable vacation experiences.
• Processes and interprets travel documents for members purchasing travel products with AAA and inform them of governmental requirements.
• Handles ticketing for air, hotel, car, and rail, along with primary member servicing.
• Utilizes industry-specific systems (e.g., GDS/Apollo/Galileo) and computer applications (Google Workspace) to manage transactions.
• Applies good judgment and decision-making to identify customer needs and ensure high accuracy in all bookings.

Travel Sales Advisor

• Owns the relationship with the member from beginning to end of each travel related transaction.
• Sells International & Domestic vacation packages, cruises, tours, hotel, car rental, rail and air travel.
• Initiates contact with members, past customers, and community prospects to generate new business and encourage repeat business.
• Maintains minimum production goals in the following areas: Travel sales, sales of Travel Partner and proprietary products (Sojourns, AAA Vacations).
• Cross-sells products such as credits cards and membership - both independently and by collaborating with specialized team members.
• Researches, evaluates, and compares AAA Travel Partner packages to match member needs and deliver exceptional experiences.
• Stays current with world events and latest travel industry developments and trends to provide relevant information to members.
• Investigates and responds to travel-related member questions/complaints, and recommends solutions.
• Acts as a consultant, tailoring products and services to create unique and memorable vacation experiences.
• Processes and interprets travel documents for members purchasing travel products with AAA and inform them of governmental requirements.
• Handles ticketing for air, hotel, car, and rail, along with primary member servicing.
• Utilizes industry-specific systems (e.g., GDS/Apollo/Galileo) and computer applications (Google Workspace) to manage transactions.
• Applies good judgment and decision-making to identify customer needs and ensure high accuracy in all bookings.

Sales

• Drive sales through outbound call campaigns and achieve monthly assigned sales goals.
• Provide an exceptional member experience with each member interaction.
• Source and develop leads while consistently following-up on leads and unsold quotes by phone and e-mail
• Utilize sales skills to upsell products based on the members' individual needs.
• Be an effective communicator, both written and verbal
• Provide excellent customer service and maintain retention

Outbound Sales Agent

• Soliciting new business and serving existing insured Members
• Retaining policies and participating in promotions, events, marketing activities
• Guiding Members in the purchase of appropriate products and coverage under limited managerial supervision
• Meeting or exceeding sales targets as defined in the sales incentive plan

P&C Insurance Sales Agents

• Uses sales techniques and strong product knowledge to identify customer-specific needs to generate new sales, retain existing insureds and grow our overall insurance book of business.
• Works to meet or exceed targets as defined in the sales incentive plan and as assigned by the Insurance Agent’s manager.
• Conducts an insurance review for clients to identify a range of suitable products. Uses provided tools and applicable underwriting guidelines to assess risk, recommend appropriate products and related coverage, quote, bind and issue policies.
• Establishes rapport with the insured that enhances the member’s affinity to the AAA brand and results in greater member satisfaction and loyalty.
• Proactively solicits and markets to business and/or community events, performs outbound calling, works marketing lists, and cross-sells/up-sells new and existing customers.
• Responds to customer inquiries and requests relating to insurance products and membership.
• Researches and resolves complex customer service issues. Often assists the insured in initiating the first notice of loss on claims.

P&C Insurance Sales Agent

• Uses sales techniques and strong product knowledge to identify customer-specific needs to generate new sales, retain existing insureds and grow our overall insurance book of business.
• Effectively overcomes objections to close the sale and/or retain the insured.
• Works to meet or exceed targets as defined in the sales incentive plan and as assigned by the Insurance Agent’s manager.
• Conducts an insurance review for clients to identify a range of suitable products. Uses provided tools and applicable underwriting guidelines to assess risk, recommend appropriate products and related coverage, quote, bind and issue policies.
• Establishes rapport with the insured that enhances the member’s affinity to the AAA brand and results in greater member satisfaction and loyalty.
• Proactively solicits and markets to business and/or community events, performs outbound calling, works marketing lists, and cross-sells/up-sells new and existing customers.
• Responds to customer inquiries and requests relating to insurance products and membership.
• Researches and resolves complex customer service issues. Often assists the insured in initiating the first notice of loss on claims.