Insurance Sales & Service Representative Licensed & Entry - Tampa, FL
About The Position
The Insurance Sales & Service Representative helps members with insurance needs through service, sales, and retention conversations. The role involves identifying members’ needs, recommending personalized insurance solutions, delivering strong member experiences, and balancing sales, service, and compliance requirements. Representatives work in a fast-paced, metrics-driven contact center, navigate multiple systems, and support USAA’s mission of serving military members, veterans, and their families. The position is based in an in-office Tampa contact center. Representatives handle consecutive inbound calls from a dedicated workstation and use multiple applications, dual monitors, a phone, and a headset. The schedule is 40 hours per week, with a four- or five-day schedule based on business needs. Schedules may include weekdays, weekends, and evening shifts until 11:00 PM local time, including a permanent Saturday or Sunday schedule. A 15% shift differential applies to hours worked after 6:00 PM and all weekend hours. Shifts include two paid 20-minute breaks and one unpaid 35-minute lunch. USAA provides fully paid training, study materials, and licensing support. Unlicensed candidates must obtain a Property & Casualty license by the third week of employment and any additional required licenses and registrations within the first 90 days. Licensed candidates must hold an active Property & Casualty or Personal Lines license in their state of residence or hire and be able to obtain additional state licenses as needed. The salary range is $43,680 to $69,930 for unlicensed candidates and $44,080 to $74,390 for licensed candidates. Qualified licensed candidates may be eligible for a $2,000 signing bonus, paid in one installment after 45 days of employment.
Requirements
- High school diploma or GED.
- Strong communication, customer service, sales, and relationship-building skills.
- Ability to thrive in a structured, metrics-driven contact center environment.
- Experience working directly with customers, members, or clients, with a focus on identifying needs and recommending solutions.
- Ability to navigate multiple systems while maintaining accuracy and attention to detail.
- Strong learning agility and willingness to develop new skills.
- Demonstrated accountability and commitment to delivering quality outcomes.
- For licensed candidates: current active Property & Casualty or Personal Lines license in the state of residence or state of hire, and ability to obtain additional state licenses as needed.
- For unlicensed candidates: ability to obtain a Property & Casualty license for the state of residence by the third week of employment and any additional required state licenses and registrations within the first 90 days.
- Reliable attendance and schedule flexibility.
Nice To Haves
- Three to five years of contact center experience.
- Experience in sales, financial services, insurance, banking, telecommunications, retail sales, healthcare support, hospitality, or military operations.
- Experience working in environments with performance, compliance, quality, service, and sales metrics.
- Experience from customer service, sales, banking, insurance, retail, hospitality, healthcare, military, contact center, or other customer interaction roles.
Responsibilities
- Help members with insurance needs through service, sales, and retention conversations.
- Build trusted relationships by identifying needs and recommending personalized insurance solutions.
- Deliver exceptional member experiences while balancing sales, service, and compliance requirements.
- Navigate multiple systems and adapt to changing member and business needs in a fast-paced contact center environment.
- Support team success and USAA’s mission of serving military members, veterans, and their families.
- Assist members by phone through consecutive inbound calls while using multiple applications.
Benefits
- Fully paid training program.
- Paid licensing study materials and support.
- Qualified licensed candidates may be eligible for a $2,000 signing bonus, paid in one installment after 45 days of employment.
- Eligible for a 15% shift differential for hours worked after 6:00 PM local time and all hours worked on weekends.
- Two paid 20-minute breaks each shift.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
