Insurance Professional Sales and Service III
PHOENIX, AZ
Mar 5, 2025
Full-time
Full Job Description

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

Tasks:

  • Cultivates the member experience in a contact center environment by multi-tasking while maintaining an engaging, professional, empathic, and compliant manner.
  • Onboards new members to USAA and/or expand relationships with current members.
  • Provides individualized products and services for members with binding new business, billing, payment, underwriting, contract and coverage provisions, and premium changes for insurance products and services with foundational knowledge of personal lines insurance.
  • Utilizes the tools and resources available to enable call containment while minimizing transfers, escalations, and call backs with assistance, as needed.
  • Acquires and maintains Property & Casualty (P&C) license, state registrations, and continuing education.
  • Quickly adapts to change, welcomes coaching and collaboration.
  • Adheres to assigned work schedule and limits non-productive time.
  • Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

Minimum Education:

  • High School Diploma or General Equivalency Diploma.

Minimum Experience:

  • 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.

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

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

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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Insurance Professional Sales and Service III
USAA
PHOENIX, AZ
Mar 5, 2025
Full-time
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