• Responsible for handling member inquiries and providing resolution to problems that may require additional escalation. • Exhibit strong communication and collaborative qualities and deliver information confidently to members. • Approve and process reinstatement forms within guidelines. • Enroll members in coverage as opportunities are presented. • Assist management in the receipt and resolution of insured’s and member complaints. • Consistently leverage our brand and dedication to creating a positive member experience. • Transfer and/or redirect members to other AAA Life Insurance departments and contacts when necessary. • Perform other duties as assigned.

• Deliver engaging, school-based presentations across New York State • Share a lived experience story tied to mobility safety with a clear takeaway message • Align presentations with SADD’s evidence-informed prevention approach • Incorporate interactive or reflective elements appropriate for classroom settings • Collaborate with SADD staff on dual-programming opportunities and messaging alignment • Administer or support post-event student surveys • Submit required verification forms and feedback documentation with invoices

• Answer a broad range of inbound calls (in support of clients) in a professional, energetic, and positive manner • Respond accurately and thoroughly to caller inquiries and document call detail accordingly • Must be a resourceful and creative problem solver who can work with members of the team to find solutions • Ensure compliance in all areas of processing, completing all transactions timely and accurately • Take accountability for entire process from receipt of work to resolution • Work under general supervision following established procedures

• Process annuity new business and in-force transactions accurately and efficiently. • Review applications to ensure all requirements are received “In Good Order” and identify any discrepancies. • Communicate effectively with the field sales team via phone and email to obtain required information. • Gain and apply knowledge of annuity processes, including ACH transactions, allocation changes, withdrawals, and surrenders. • Meet or exceed established service standards, productivity, and quality goals. • Identify opportunities for process improvement and contribute ideas to enhance operational efficiency. • Collaborate with peers and leadership to maintain workflow efficiency and service excellence.