Advocacy Advisor Senior

USAA•Tampa, FL
•$69,920 - $125,850•Hybrid

About The Position

Provides timely, accurate and compliant responses for complaints identified and addressed to USAA's Executive Management Group, Chairman and Board of Directors, general consumers, and/or regulatory agencies. Considers the unique situation and provides an appropriate resolution that balances the need of the company and the individual. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Phoenix, AZ, or Tampa, FL, Colorado Springs, CO Relocation assistance is not available for this position.

Requirements

  • Bachelor's degree; OR 4 years of relevant education and/or experience.
  • 5 years of relevant customer service experience in a financial services, fraud, or insurance industry.
  • 5 years of demonstrated experience in researching and resolving complainant issues and member escalations in financial services.

Nice To Haves

  • Active CoSA specific licenses and state registrations as required.
  • Demonstrated experience in business communications to include developing and/or delivering presentations to all levels of management.
  • Strong experience in researching and resolving member account issues and handling escalations as appropriate.
  • Experience prioritizing, influencing, and playing a lead role in a highly complex environment.
  • US military experience gained through military service or gained as a military spouse / domestic partner

Responsibilities

  • Serves as primary resource to handle and resolve the most complex and unique regulatory complaints and consumer complaints.
  • Examines the work performed by stakeholders and other Advocacy Advisors for any regulatory errors, or process or service failures pertaining to a complaint.
  • Leads collaboration among stakeholders (e.g., Business SMEs, Legal, Compliance, etc.) to apply expert knowledge of Function or Line of Business products, services, and processes to serve as a subject matter resource and advocate in the resolution of complaints and issues; provides guidance to team members on highly complex complaints.
  • Serves as a point of contact, and at times, leadership role for the team.
  • Researches and responds to escalated complaints and inquiries.
  • Develops summaries to refer findings to Function or Line of Business leadership and effectively influence positive outcomes.
  • Conducts research, delivers expedited resolution verbally or written to complainants which may include high profile complainants and shares escalated feedback through appropriate channels.
  • Identifies compliance gaps and sends potential issues to business partners to initiate the issue management process.
  • Captures business process and experience level opportunities to mitigate risks and improve member experience and escalates through proper internal channels for resolution.
  • Communicates proactively and effectively in multiple platforms with complainants, executives, regulators, legal, other internal and external customers and handles all interactions with professionalism and care.
  • Maintains expert knowledge of current Function or Line of Business policies, procedures, regulatory guidelines, and enterprise complaint standards.
  • Concisely documents factual summary of the complaint research and resolution.
  • Coaches team to effectively manage and prioritize workload to consistently meet deliverables service level objectives.
  • Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

Benefits

  • comprehensive medical, dental and vision plans
  • 401(k)
  • pension
  • life insurance
  • parental benefits
  • adoption assistance
  • paid time off program with paid holidays plus 16 paid volunteer hours
  • various wellness programs
  • career path planning
  • continuing education
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