Life, Annuity, and Service Specialist - Entry Level

USAA•San Antonio, TX

1d•Hybrid

About The Position

As a dedicated Life, Annuity, and Health Service Specialist, you will support company goals to become the financial services provider of choice and ensure financial security for our members by building relationships when assisting members with life, annuity, and health product or service requests and acquisition. We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position will be based in the San Antonio, TX campus. Relocation assistance is not available for this position.

Requirements

Up to 1 year of relevant customer service or sales experience.
Ability to prioritize and multi-task, including navigating through multiple business applications, including a Windows operating system.
Strong interpersonal and communication skills.
Successful completion of a job-related assessment may be required.
Experience acquiring and applying new concepts and information.

Nice To Haves

At least 6 months of Life Insurance and/or Annuity Service experience
Bachelor's degree in Accounting, Finance, or General Business (or related) from an accredited university.
Current Group 1 Life/Health License
2+ years of customer contact experience in a call center environment where multi-tasking is required.
Experience cross selling or up-selling products
US military experience through military service or a military spouse/domestic partner

Responsibilities

Acquires and applies foundational knowledge of complex life insurance, health insurance, and annuity products to assist with member requests and policy changes across channels while delivering on our service excellence commitments.
Asks questions to understand member's service request, discover key information and life events to understand the member need, and documents relevant information.
Utilizes the tools and resources available to process transactions accurately and compliantly to create exceptional member service experiences while minimizing transfers, escalations, and call backs with assistance as needed.
Recognizes member cues and opportunities to meet the member's needs through additional products or services and motivates member to act on recommendation(s).
Overcomes objections using basic sales techniques and developing persuasion skills.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.