Insurance Professional – Sales and Service

USAA • San Antonio, TX

20h • 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 Insurance Customer Service role is designed for learning and growth, with USAA investing in its employees through a comprehensive, fully paid six-month training program. This program includes all training materials, class discussions, hands-on training, e-learning modules, and instructor-led guidance to help employees independently support membership. All licensing costs are covered. The in-office development program provides necessary training and encourages a proactive, independent support style. After six months in-office, employees will have the opportunity to work offsite 2 days a week, with specific onsite days settled between the employee and their manager. Various schedules are available, ranging from 8:00 am CST to 10:00 pm CST with two days off, and a 15% shift differential for weekday hours after 6:00 pm local time and any hours worked on Saturday or Sunday. Military veterans and spouses are highly encouraged to apply, though relocation assistance is not provided. As part of the licensing training, a property and casualty license for the state of residency is required by the third week of employment, with USAA providing study materials and covering up to 3 exam attempts. Resources for additional state licenses are provided during the first 90 days. USAA is seeking dedicated professionals for future insurance sales and customer service opportunities in July, August, and September 2026 at their San Antonio office. 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, assisting members with new and existing policies across multiple contact channels to ensure adequate coverage and 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 through military service or 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.

Benefits

• 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
• Various wellness programs
• Career path planning and continuing education assists employees with their professional goals.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED