Member Services Specialist

Website Berman Larson Kane

Best Staffing Options since 1980

Position Summary

The Member Services Specialist establishes a rapport with the members in order to resolve issues and improve and maintain consumer confidence in Insurance products and services.  They processes orders received via mail, e-mail or phone, collects and processes payments for various products and services, answers customers’ inquiries in a timely and professional manner, or directs them to the proper staff.

Position Responsibilities

  • Explain Insurance products and services to members and potential members and can articulate the value of membership and participation with membership.
  • Understand products and services offered by Association;
  • Maintain customer data in the clients tracking system.  Know the proper categories, codes and hierarchies to ensure data integrity.
  • Process payments for various  products and services;
  • Input orders into system for processing;
  • Obtain customer information from  system for other staff;
  • Process customer registration;
  • Anticipate customer needs and proactively provide support;
  • Is aware of all ongoing Communities and Committees and can match volunteers with appropriate opportunity;
  • Understand bylaws and governance process;
  • Assure customer issues are correctly managed and properly resolved;
  • Alert Manager to redundant processes, and ensure procedural manual remains current;
  • Work with other departments as needed to communicate about various issues to the membership base;
  • Calculate member and participation pricing;
  • Prepare and execute customer contracts and other membership documents;
  • Participate in defining business requirements for Netforum system and performs QA testing;
  • Participate in calling campaigns;
  • Administration of Insurance certified expert program;

Education & Essential Skills

  • BA/BS or equivalent work experience;
  • Knowledge of Microsoft Office Suite;
  • Excellent communications skills;
  • Strong customer service skills;
  • Knowledge of or background in insurance industry a plus.


  • At least two to three years of experience.

Other highlights on this role:

  • Excellent customer service skills
  • Experience interacting with clients via phone and email
  • Strong organizational skills
  • Proficient in Excel and Powerpoint
  • Good Writer
  • “Can-do” attitude
  • Accepted file types: doc, pdf, txt, docx, Max. file size: 2 MB.

Submit Resume for this Position

Please use the form to submit your resume for this position.
  • Accepted file types: doc, pdf, txt, docx, Max. file size: 2 MB.