USAA is dedicated to empowering its members to achieve financial security through exceptional service and trusted advice. The Licensed Insurance Professional role involves providing customer service, sales, and retention activities for Property & Casualty personal line products while assisting members through various contact channels.
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
Skills
- High School Diploma or GED equivalent
- Current 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
- US military experience through military service or a military spouse/domestic partner
- Prior experience in a fast-paced contact center environment
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
USAA is a financial services company. It was founded in 1922, and is headquartered in San Antonio, Texas, USA, with a workforce of 10001+ employees. Its website is https://www.usaa.com.