Insurance Professional – Sales and Service

USAA is dedicated to empowering its members to achieve financial security through exceptional service and competitive products. The Insurance Professional role focuses on providing customer service, sales, and retention activities for USAA Property & Casualty personal line products while assisting members with their insurance needs.

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, 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

Skills

• High School Diploma or GED equivalent
• Ability to provide exceptional sales for our members by communicating clearly and professionally by phone, and email to process information related to insurance products
• Ability to prioritize and multi-task, while navigating through multiple business applications
• Ability to apply knowledge and understanding of insurance regulatory and compliance requirements
• Acquire Property & Casualty license and state registrations before hire (USAA provides licensing prep course, licenses and state exam fees up to three attempts.)
• 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

Benefits

• 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
• Various wellness programs
• Career path planning and continuing education

Company Overview