Processing Associate

The Auto Club Group (ACG) provides membership, travel, insurance and financial services offerings to approximately 9 million members and customers across 11 states and 2 U.S. territories through the AAA, Meemic and Fremont brands. ACG belongs to the national AAA federation and is the second largest AAA club in North America.

Primary Duties and Responsibilities (details of the basic job functions):

Processes a variety of documents in order to issue or endorse membership and/or insurance accounts, or process member requests for ERS reimbursement. Gathers appropriate data (new business, quotes, amendments, ERS reimbursement requests, contractor payment data, etc.) and reviews to ensure accuracy and completeness. Corresponds with and responds to inquiries from sales representatives, insureds, mortgage companies, and other sources regarding ratings, premiums, billing problems and cancellations and to obtain and verify payments, commissions, and other types of information.

Calculates sales commissions, premiums, billing amounts, etc. and maintains territory and rate zone maps. Receives and processes cash payments. Enters transactions and balances cash entries in order to input changes into systems. Researches and adjusts account balances when misapplication/overpayment of monies occurs. Processes returned bank items, write off service fees, extensions, etc. to correct balances and premium payment records. Contacts district offices, general agents or sales agents to correct receipt-cash discrepancies. In accordance with corporate guidelines and procedures, initiates correspondence to policyholders and/or contractors to clarify or obtain missing information, investigate discrepancies, notify individual regarding payment approval/denial, etc. Maintains various records on customer accounts, analyzes data and prepares reports as required. Maintains computer and manual diaries for underwriting action according to established procedures and assists in developing monthly reports, ordering driving records and investigative reports. Performs other duties as assigned.

Post for Regional Service Bureau

Processes a variety of transactions related to the updating of membership and insurance contracts and other activities requiring special handling in accordance with standard guidelines and procedures. Updates data base master records. Types correspondence and responds to telephone inquires from auto clubs and other sources. May receive and process monies through cash terminals and may investigate debit and credit balance on various accounts resulting in a reallocation or refund of monies to members. Assists in the training of new employees. Follows internal processing guidelines to ensure compliance with established company policies and procedures. Participates in pilot programs and projects as assigned. Receives and processes cash payments; contacts participating auto clubs to correct receipt-cash discrepancies. Keys transactions, balances cash entries and input changes into systems. Researches and adjust account balances when misapplication/overpayment of monies occurs. Processes disputed charges, returned bank items, write off service fees, extensions, etc. to correct balances and membership dues payment records. Maintains various records on customer accounts, analyzes data and prepares reports as required. Analyzes and assists in resolution of problems within assigned area. Balances daily payment activity, prepares bank deposits and completes cash and membership system batch processing for participating automobile clubs. Corresponds with and responds to inquiries from member representatives of participating automobile clubs and other sources regarding dues, billing problems and cancellations and to obtain and verify payments, commissions, and other types of information. Performs other duties as assigned.

Post for Meemic

Responds to telephone calls from customers and agents regarding customer billing status, balance, due, etc. Corresponds with and responds to inquiries from sales representatives, insureds, mortgage companies, and other sources regarding ratings, premiums, billing problems and cancellations and to obtain and verify payments and other types of information. In accordance with established procedures, reviews policies that are in a cancelled status and determines whether reinstatement is an option. Determines monies due and processes reinstatement as appropriate. Receives and processes payments. Enters transactions and balances cash entries in order to input changes into systems. Researches and adjusts account balances when misapplication/overpayment of monies occurs and mails refund checks as appropriate. Processes returned bank items, write off service fees, extensions, etc. to correct balances and premium payment records. Performs a variety of collection activities, including initiating collection process, accepting payments, modifying payment plans, etc. Contacts sales agents to correct receipt-cash discrepancies as needed. In accordance with corporate guidelines and procedures, initiates correspondence to policyholders and/or contractors to clarify or obtain missing information, investigate discrepancies, notify individual regarding payment approval/denial, pending cancellation, etc. Maintains various records on customer accounts, analyzes data and prepares reports as required. Maintains computer and manual diaries for underwriting action according to established procedures and assists in developing monthly reports, ordering driving records and investigative reports. Performs other duties as assigned.

Preferred Qualifications:

  • Ability to perform monetary transactions (e.g., key entering data into cash terminal, adjusting account balances, etc.)
  • Knowledge of basic insurance terminology
  • Ability to make discretionary decisions based on existing policy
  • Use telephone extensively
  • Ability to read a map
  • Willingness and ability to work extended or irregular hours, holidays and/or weekends.

Work Environment:

Works in a temperature-controlled office environment.

May require sitting for extended periods

May require stooping and bending in order to perform filing functions

Required Qualifications (these are the minimum requirements to qualify)

High school graduate or equivalent

Experience:

  • Processing transactions and ensuring posting to appropriate accounts
  • Investigating and resolving complex processing problems
  • Performing mathematical calculations to include addition, subtraction, multiplication, division and percentages
  • Performing data entry duties and accurately maintaining a 6,000 keystroke per hour data entry rate*

Knowledge and skills:

  • Systems inquiry, data entry and usage of terminal or personal computer
  • Basic business grammar and spelling
  • Business processing procedures
  • Work within time, productivity and quality constraints
  • Maintain accurate records, including accurately logging, coding and verifying information
  • Audit records and computer files
  • Gather data and prepare reports
  • Perform basic mathematical calculations including addition, subtraction, multiplication, division, and percentages
  • Compose routine correspondence to include letters and memos
  • Use of telephone regularly to receive and relay information
  • Operate an adding machine or calculator
  • Communicate effectively with others in a work environment and with the public
  • Train less senior staff members in departmental procedures
  • Willingness to rotate within area as needed to perform various processing, cashiering and/or training functions.

The Auto Club Group offers a competitive compensation and benefits packages including a base salary with performance based incentives; medical/dental/vision insurance, pension, 401(k), generous time off, a complimentary AAA Membership and much more!

Important Note: The above statements describe the principal and essential functions, but not all functions that may be inherent in the job. This job requires the ability to perform duties contained in the job description for this position, including, but not limited to, the above requirements. Reasonable accommodations will be made for otherwise qualified applicants, as needed, to enable them to fulfill these requirements.

The Auto Club Group, and all of its affiliated companies, is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability or protected veteran status.


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