Insurance Professional - Sales and Service - (Signing Bonus)

United Services Automobile Association (USAA)•Phoenix, AZ

64d•$46,135 - $48,635•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. It is all about learning and growing. Our Insurance Professional role may be a new career for you. There's a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid six-month training program includes all training materials, class discussions, hands-on training, e-learning modules, and the instructor led guidance will help you to support our membership independently. We have new training classes starting every month. Our in-office development program provides the training you need and the encouragement to create a proactive and independent support style to service our members. After six months in-office, you'll have the opportunity to work offsite 2 days a week. The actual onsite days are settled between each employee and their manager. Work schedules will vary and may include some weekends. Military veterans and spouses are highly encouraged to apply. Relocation assistance is not available for this position. Phoenix, Arizona candidates must successfully prepare for and pass the Property & Casualty (P&C) state licensing exam before their hire date. USAA provides all study materials for the licensing prep course and the state license exam fees for up to three attempts. [For new hires starting in [Jan, Feb, Mar] we are offering a signing bonus of $2,000. Bonuses will be paid in two equal installments of $1,000 after 45 days of employment and after one year of employment.] As an Insurance Professional in our 1 Norterra Drive, Phoenix, Arizona location, you will work within defined guidelines and framework, to provide customer service, sales, and retention activities for one or more of USAA's Property & Casualty personal line products. Representatives interact with our members across multiple contact channels (i.e. inbound phone calls, email, chat, social media, etc.) to provide adequate coverage and advice to help ensure members' financial security.

Requirements

High School Diploma or GED equivalent
Ability to provide exceptional sales and customer service for our members by communicating clearly and professionally by phone, and email to process information related to insurance products
Successfully acquire Property & Casualty license before date of hire and successfully complete state registrations within 90 days of hire

Nice To Haves

1 year of customer contact experience in a needs-based sales environment
US military experience through military service or a military spouse/domestic partner
Prior experience in a fast-paced contact center environment

Responsibilities

Maximize Property & Casualty sales potential by expertly handling member inquiries, identifying cross-selling opportunities, and providing exceptional service through various communication channels.
Apply developing knowledge of personal lines' insurance to assist members with foundational to moderately complex quotes, binding new business, rating, policy, billing, payment, underwriting, contract and coverage provisions, and premium changes for insurance products and services. Responsible for the respective trailing documents for all states.
Identify, evaluate and understand member needs and consistently provide complete and accurate advice and solutions, including product and service information. Provide detailed issue diagnosis while minimizing transfers and call backs.
Use available tools and resources to support members with some assistance.
Effectively operate in a contact center environment and navigate multiple systems/programs while maintaining an engaging member interaction that occurs across multiple channels.
Maintain required Property & Casualty licenses and state registrations.
Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.