Health Solution Specialist Intermediate (Level 2) – Life Company

USAA • Plano, TX

26d • Hybrid

About The Position

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity USAA is currently looking for dedicated Health Solutions Specialists (Intermediate Level) to join our team. In Health Solutions, we offer Medicare Advantage and Medicare Supplement plans, as well as final expense policies. Our goal is to provide the best possible service to our members, while educating them on all options available within Life Company (health and life insurance and annuities). The Health Representative helps to ensure the financial security of our membership by facilitating the acquisition and retention of health insurance, dental/vision insurance, long term care solutions, and related products. We offer a flexible work environment that requires an individual to be in the office 5 days per week with potential hybrid opportunity after 6 months. This position will be based on the San Antonio, TX; Phoenix, AZ.; Colorado Springs, CO; Tampa, FL; or Plano, TX. campus. Relocation assistance is not available for this position.

Requirements

• High School Diploma or General Equivalency Diploma required.
• Required maintenance of Life and Health license.
• Required annual completion of AHIP and Broker/Carrier appointments.
• 1 or more years customer service/sales experience.
• 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

• Current Life and Health License
• Experience working with Medicare Advantage and Medicare Supplement Plans
• 1 or more years of experience working during the Medicare Annual Enrollment Period (AEP)
• Experience working with Final Expense Policies
• Life Insurance Sales experience
• 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 advanced sales techniques and 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.
• Employees in Health Solutions acquire and apply 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.
• Employees in Health Solutions work with brokered products and act 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

• At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include 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, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
• For more details on our outstanding benefits, visit our benefits page on USAAjobs.com

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees