Insurance Professional - Sales and Service

USAA•Phoenix, AZ

3d•Onsite

About The Position

USAA is seeking dedicated Insurance Professionals to work in their Phoenix, Arizona office. This role offers a comprehensive, fully paid six-month training program designed to equip individuals with the necessary skills for a new career in insurance. The program includes training materials, class discussions, hands-on training, e-learning modules, and instructor-led guidance. USAA covers all licensing costs. After six months of in-office development, employees have the opportunity to work offsite two days a week. Work schedules will vary and may include some weekends, with a shift differential for weekday hours worked after 6:00 pm and any hours worked on Saturday or Sunday. Military veterans and spouses are highly encouraged to apply. Relocation assistance is not available. As part of the licensing training, obtaining a property and casualty license for the state of residency is required by the third week of employment, with study materials and exam attempts covered by USAA. Additional state licenses may be acquired within the first 90 days. The role involves providing customer service, sales, and retention activities for multiple USAA Property & Casualty personal line products, assisting members with new and existing policies, and deepening their relationship with the company. Representatives interact with members across multiple channels to ensure adequate coverage and financial security.

Requirements

High School Diploma or GED equivalent
Ability to provide exceptional sales for our members by communicating clearly and professionally by phone, and email to process information related to insurance products
Ability to prioritize and multi-task, while navigating through multiple business applications
Ability to apply knowledge and understanding of insurance regulatory and compliance requirements
Acquire Property & Casualty licenses and state registrations within 90 days of hire depends on location of hiring

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 through military service or a military spouse/domestic partner

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.
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.