Licensed Insurance Professional - Sales and Service
About The Position
Why USAA? 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 Opportunity It is all about learning and growing. We are currently seeking dedicated Property & Casualty (P&C) active producer/agents with an ACTIVE P&C producer agent license. This role is remote eligible in the continental U.S. However, individuals residing within a 60-mile radius of a USAA office will be expected to work on-site three days per week. We have various schedules ranging from 9:30am to 7:00pm Monday thru Saturday local time with two consecutive days off. These roles include a shift differential of 15% for hours worked after 6:00pm and any hours worked on Saturday. Relocation assistance is not available for this position . As a Licensed Insurance Professional, you'll work within defined guidelines and framework, to provide customer service, sales, and retention activities for one or more of USAA's Property & Casualty personal line products. You will interact with our members across multiple contact channels (i.e. inbound phone calls, email, chat, social media, etc.) to provide adequate coverage and advice to help ensure members’ financial security.
Requirements
- High School Diploma or GED equivalent
- Currently ACTIVE Property and Casualty or Personal Lines license in your current state of residence/or state of hire and ability to acquire additional licenses for other states as needed
- 1 year of customer service experience in insurance, financial services and/or relevant direct customer service and/or sales experience
- Ability to prioritize and multi-task, including navigating through multiple business applications.
Nice To Haves
- Currently holds a Personal Lines insurance license and has current experience in a combined customer service and sales support role within a contact center environment for a major financial institution and insurance provider.
- Currently holds state licenses in all states (except Massachusetts)
- Currently utilizes Conversant , ID Comm/Cisco Jabber , and Guidewire for member support.
- Demonstrate a consistent ability to deepen customer relationships by achieving product expansion.
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. Also, maintain respective trailing documents for all states.
- Identify, assess and understand member needs and consistently provide complete and accurate advice and solutions for insurance products and services.
- Provide detailed issue diagnosis while minimizing transfers, escalations and call backs.
- Efficiently operate in a contact center environment and navigate multiple systems/programs while maintaining an engaging member interaction that occurs across multiple channels.
- Maintain required Property & Casualty (P&C) licenses 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
- At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include 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, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
