This job has closed.

USAA · 2 months ago

Customer Service Advisor

Phoenix, AZ

Full-time

Hybrid

Entry Level

$48K/yr - $50K/yr

1+ years exp

USAA is dedicated to empowering its members to achieve financial security through exceptional service and trusted advice. They are seeking a Licensed Insurance Customer Service Representative to provide customer service, sales, and retention activities for Property & Casualty personal line products, interacting with members across multiple contact channels.

Financial Services

Responsibilities

Facilitate the member experience by answering phone calls, emails, and other requests from members

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

Qualification

Property & Casualty licenseCustomer service experienceInsurance knowledgeMulti-taskingCommunication skills

Required

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