Insurance Professional – Sales and Service

USAA•San Antonio, TX

2d•Hybrid

About The Position

USAA is seeking dedicated professionals for insurance sales and customer service opportunities. The role offers a comprehensive, fully paid six-month training program designed to equip individuals with the necessary skills to support USAA members independently. This program includes all training materials, class discussions, hands-on training, e-learning modules, and instructor-led guidance. USAA also covers all licensing costs. After six months of in-office training, there is an opportunity to work offsite two days a week. The company offers various schedules with shift differentials for evening and weekend hours. Military veterans and spouses are highly encouraged to apply. Relocation assistance is not available. As part of the licensing training, employees are required to obtain a property and casualty license by their third week of employment, with study materials and exam attempts covered by USAA. Additional state licenses may be acquired during the first 90 days. The position involves assisting members with new and existing USAA Property & Casualty personal line products, deepening their relationship with the company, and providing advice to ensure their financial security through multiple contact channels.

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.