Insurance Professional – Sales and Service

USAA•San Antonio, TX

12d•Hybrid

About The Position

USAA is seeking dedicated professionals for future insurance sales and customer service opportunities. This role is ideal for individuals looking for a new career, with a comprehensive, fully paid six-month training program that includes all necessary materials, discussions, hands-on training, e-learning, and instructor-led guidance. The company invests in employee growth, covering all licensing costs. After six months of in-office development, employees have the opportunity to work offsite two days a week. The company offers various schedules and a shift differential for evening and weekend hours. Military veterans and spouses are highly encouraged to apply. Relocation assistance is not available. As an Insurance Customer Service Representative, you will work within defined guidelines to provide customer service, sales, and retention activities for multiple USAA Property & Casualty personal line products. You will assist members with new and existing USAA policies to deepen their relationship with the company. Representatives interact with members across multiple contact channels to provide adequate coverage and advice to ensure their financial security.

Requirements

High School Diploma or GED equivalent
Up to 1 year needs based sales and/or customer service experience in insurance, financial services and/or relevant direct customer service.
Acquire and maintain Property & Casualty (P&C) license and state registrations, within 90 days of hire. (Training, Licensing and State registration fees paid for by USAA.)
Demonstrated communication, problem-solving, and critical thinking skills to effectively respond to routine member inquiries.
Effective time management and organizational skills.
Successful completion of a job-related assessment may be required

Nice To Haves

1 year of customer contact experience in a needs-based sales environment
6 months experience frequently communicating (minimum 60 percent of the time) with customers by phone, e-mail, and/or face to face
US military experience gained through military service or gained as a military spouse / domestic partner

Responsibilities

Facilitate the Property & Casualty member experience by handling inbound and outbound phone calls, emails, or other contacts from members.
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.
Maintain respective trailing documents for all states.
Identify, evaluate and understand member needs to consistently provide complete and accurate advice and solutions for insurance products and services.
Provide detailed issue diagnosis while minimizing member transfers, escalations and call backs.
Efficiently operate in a contact center environment and navigate multiple systems and programs while maintaining an engaging member interaction that may occur across multiple channels.
Maintain required Property & Casualty license 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.