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Insurance Professional – Sales and Service
| Company | USAA |
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| Location | San Antonio, TX, USA |
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| Salary | $45010 – $47510 |
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| Type | Full-Time |
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| Degrees | |
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| Experience Level | Junior, Mid Level |
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Requirements
- High School Diploma or GED equivalent
- Ability to provide exceptional customer service 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
Responsibilities
- Facilitate the Property & Casualty member experience by handling inbound and outbound phone calls, emails, or other contacts 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, 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.
Preferred Qualifications
- 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
