Insurance Professional - Sales and Service

USAA is committed to empowering its members to achieve financial security through exceptional service and competitive products. The Insurance Professional role involves providing customer service, sales, and retention activities for USAA's Property & Casualty products while assisting members with their insurance needs.ResponsibilitiesMaximize Property & Casualty sales potential by expertly handling member inquiries, identifying cross-selling opportunities, and providing exceptional service through various communication channelsApply 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 statesIdentify, evaluate and understand member needs to consistently provide complete and accurate advice and solutions for insurance products and servicesProvide detailed issue diagnosis while minimizing member transfers, escalations and call backsEfficiently operate in a contact center environment and navigate multiple systems and programs while maintaining an engaging member interaction that may occur across multiple channelsMaintain required Property & Casualty license and state registrationsEnsure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and proceduresSkillsHigh School Diploma or GED equivalentAbility to provide exceptional sales for our members by communicating clearly and professionally by phone, and email to process information related to insurance productsAbility to prioritize and multi-task, while navigating through multiple business applicationsAbility to apply knowledge and understanding of insurance regulatory and compliance requirementsAcquire Property & Casualty licenses and state registrations within 90 days of hire depends on location of hiring1 year of customer contact experience in a needs-based sales environment6 months experience frequently communicating (minimum 60 percent of the time) with customers by phone, e-mail, and/or face to faceUS military experience through military service or a military spouse/domestic partnerBenefitsComprehensive medical, dental and vision plans401(k)PensionLife insuranceParental benefitsAdoption assistancePaid time off program with paid holidays plus 16 paid volunteer hoursVarious wellness programsCareer path planning and continuing educationCompany OverviewUSAA 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.



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