Associate Health Solutions Specialist III - Life Company (Open)
About The Position
USAA is seeking dedicated Associate Health Solutions Specialists III (Entry-Level) to join their Health Solutions team, which offers Medicare Advantage, Medicare Supplement plans, and final expense policies. The role focuses on providing excellent service and educating members on health and life insurance and annuities. The Associate Health Solutions Specialist III contributes to member financial security by facilitating the acquisition and retention of health insurance, dental/vision insurance, long-term care solutions, and related products. The position offers a flexible work environment, initially requiring 5 days in the office per week, with a potential for hybrid flexibility after 6 months. This role is based in Phoenix, AZ; Colorado Springs, CO; Tampa Crosstown, FL; or Plano, TX.
Requirements
- High School Diploma or General Equivalency Diploma Required.
- Up to 1 year customer service/sales experience.
- Required maintenance of Health license and/or acquire within 90 days of hire.
- Required annual completion of AHIP and Broker/Carrier appointments.
- Experience delivering frequent written and oral communication.
- Experience acquiring and applying new concepts and information.
- Experience processing and analyzing information.
- Experience fulfilling requests and meeting deadlines.
- Experience resolving conflict and negotiating.
- Experience multi-tasking in an operating systems environment.
- Experience participating in or leading teams.
- Successful completion of a job-related assessment may be required.
Nice To Haves
- US military experience through military service or a military spouse/domestic partner
- Current Health License
- 1 year of Life or Health Insurance Sales
- 1 year of Call Center experience a plus
Responsibilities
- Receives inquiry or request for advice or service from current members through various channels, including phone calls, emails, and faxes.
- Asks questions to discover key information and life events and understand need or problem.
- Documents relevant information.
- Recognizes life events, understands and assesses the member's needs, financial situation, and goals.
- Makes recommendation(s) and motivates member to take action on recommendation(s).
- Overcomes objections using basic sales techniques and developing persuasion skills and implements recommendation(s).
- Educates the member on how regulatory changes will impact a product.
- Articulates benefits and motivates the member to acquire and/or retain various health products through inbound and outbound member communications.
- May provide limited member servicing support.
- Ensures adherence to company and regulatory practices.
- Supports enterprise business goals through the achievement of individual referral and product acquisition goals.
- Acquires and applies advanced knowledge of complex health insurance and Medicare solutions, dental and vision insurance, and long term care solutions to assist members with choosing and managing the best products for their needs.
- Works with brokered products and acts as an agent for the member.
- 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
- 16 paid volunteer hours
- various wellness programs
- career path planning
- continuing education
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
