Customer Service Advisor - USAA

Why USAA?

Let’s do something that really matters.

We have an important mission: serving the members of the military community and their families. It’s both a chance to say thank you and the opportunity to put your talents to work in a meaningful way. To do it right, we need the right people. We’re looking for those who share our values of honesty, integrity, loyalty and service. Because what we do is just as important as how we do it. Come be a part of what makes us so special!

The Opportunity

It is all about learning and growing.

Our Licensed Insurance Sales role may be a new career for you. There’s a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid six-month training program includes all training materials, class discussions, hands-on training, e-learning modules, and the instructor led guidance will help you to support our membership independently. We also pay for all licensing costs!

Our in-office development program provides you the training you need on USAA products and the encouragement to create a proactive and independent support style to service our membership. After six months in-office, you’ll have the opportunity to work offsite 2 days a week. The actual onsite days are settled between each employee and their manager.

We are currently seeking dedicated Property & Casualty (P&C) active producer/agents with an ACTIVE P&C producer agent license for future insurance sales opportunities in January and February 2025. [We have various schedules ranging from 9:30 AM MST to 8:00 PM MST to include a permanent Saturday or Sunday. These roles include a shift differential of 15% for hours worked after 6:00pm local time and any hours worked on Saturday or Sunday.]

For new hires starting in January or February 2025 we are offering a signing bonus of $2,000--to be paid in one installment.

As an Insurance Sales Representative, you will be handling inbound calls and convert sales leads by matching the accurate coverage and products for the members identified needs. This role will give you the opportunity to show our members the value that comes from being a USAA policyholder; preparing insurance quotes, advising customers on coverage, and converting quotes into new policies — all without making a single cold call. Representatives interact with our members across multiple contact channels to provide members adequate coverage and advice to help ensure their financial security.

You’d be a great fit if you are:

• Conscientious Seller: When a lead comes in, you skillfully answer the call and use your sales expertise to turn prospects into happy, confident USAA Members.
• Front Line Insurance Professional: You rise to the role of representing the USAA mission, you believe in what you’re selling, and you enjoy connecting members to the right products for their individual needs.
• Diligent USAA Teammate: Whether you work at the office or from home, you adapt well to different environments, schedules, and the varying needs of our members.
• Member-Centric Closer: While sales is in your title, integrity is in your nature. That means you sincerely care that our members get exactly the quality products and services they need to embrace today and confidently pursue tomorrow.

What you'll do:

• 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, customer concerns 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.

What you have:

• High School Diploma or GED equivalent
• 1 year of customer service experience in insurance, financial services and/or relevant direct customer service and/or sales experience
• 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
• Ability to prioritize and multi-task while navigating through multiple business applications

What sets you apart:

• US military experience through military service or a military spouse/domestic partner
• Prior experience in a fast-paced contact center environment

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.

What we offer:

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 hiring range for this position is: $47,529 - $50,029.

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

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, please visit our benefits page on USAAjobs.com.

Relocation assistance is not available for this position.

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.