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USAA · 2 days ago

Insurance Professional - Sales and Service III

Phoenix Campus (Main)

Full-time

Hybrid

Entry Level

$46K/yr - $49K/yr

1+ years exp

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

BankingFinancial ServicesInsuranceVenture Capital

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

Qualification

Property & Casualty licenseCustomer contact experienceNeeds-based salesInsurance regulatory knowledgeMulti-tasking abilityCommunication skills

Required

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 licenses and state registrations within 90 days of hire depends on location of hiring