At AAA Western and Central New York, our Associates are committed to providing our members with a totally satisfying experience. Therefore, we seek Associates who are dedicated to this purpose, people who truly demonstrate compassion, empathy and unsurpassed service. These are the people that help us create a loyal membership base that strengthens our mission—to be our members’ most trusted provider of high quality automotive, travel, insurance and other relevant products and services that offer safety, security, peace of mind, value and convenience.

AAA Western and Central New York is regularly recognized as one of the best & healthiest places to work in the WNY & CNY area. In addition to a market competitive salary, Associates are eligible for a wide selection of benefits (dependent upon position) including:

• Medical, Dental, Life and AD&D Insurance
• Potential for remote work & flexible work schedules
• Pre-Tax & Roth 401(k) plan with company match
• Health Spending Accounts with company contribution & Flexible Spending Accounts
• Company Paid Short-term & Long-term disability
• Paid time off
• Tuition reimbursement & company-paid training programs
• FREE AAA membership & travel / product discounts

Job Responsibilities

30% Sales – Educate and actively sell relevant Medicare insurance products and services during all appropriate interactions. Provide complete policy reviews and underwriting assessments. Proactively work cases for customers that may shop or cancel their policies. Responsible for effectively closing sales and meeting overall monthly and annual scorecard goals.

30% Technical Knowledge – Effectively utilize Medicare and AAA systems, following established policies and guidelines to manage and respond to inquiries and issues. Serve as a liaison with the insurance carrier(s) to ensure timely underwriting of policies and maintain current knowledge of the insurance carriers’ underwriting guidelines. Participate in training and testing programs as required. Follow required processes and workflow on every interaction. Assist with other projects as assigned.

20% Communication Skills – Exhibit a high degree of professionalism at all times. Actively listen to determine customers’ needs. Provide well-written and accurate communication inclusive of emails, letters, and documentation

20% Customer Service – Consult with current and prospective Medicare members to assist in evaluating plan alternatives relative to their unique personal needs, utilization, and income. Understand all AAA Insurance offerings and other Club products and services to ensure quality service delivery to members and customers. Effectively resolve member and customer concerns. Demonstrate AAA Core Values in every interaction.

Job Specific Requirements

• Proficient computer skills, including MS Word and Excel, and the ability to use web-based platforms (e.g. Provider Search, Prescription Drug Search Tool, CRM Program, and Virtual Meeting Platforms).
• Must be able to resolve problems and diffuse member concerns.
• Work under pressure during periods of high volume.
• Ability to multitask in various areas of insurance sales and service.
• May include evening/weekend/holiday work depending upon project.

Experience

• 1 - 2 years: Medicare sales experience

• Insurance sales & insurance management system experience

Education

• High School or better

Licenses & Certifications

• NYS Driver's License