Insurance Professional – Sales and Service

USAA•San Antonio, TX

2d•Onsite

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 members independently. This program includes training materials, class discussions, hands-on training, e-learning modules, and instructor-led guidance. USAA also covers all licensing costs. After six months in-office, there is an 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 part of the licensing training, employees are required to obtain a property and casualty license for their state of residency 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. These roles are based in San Antonio, TX, with future opportunities in July, August, and September 2026. As an Insurance Customer Service Representative, you will provide customer service, sales, and retention activities for multiple USAA Property & Casualty personal line products, assisting members with new and existing policies to deepen their relationship with the company. Representatives interact with members across multiple channels to provide adequate coverage and advice for 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 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.