Full-Time

Customer Service Insurance

Posted on 2/6/2025

USAA

USAA

10,001+ employees

Financial services for military members and families

Fintech
Financial Services

Compensation Overview

$45k - $46kAnnually

+ Pay Incentives

Junior, Mid

Tampa, FL, USA + 1 more

More locations: Brandon, FL, USA

The position requires in-office work for the first six months, after which employees can work from home 2 days a week.

Category
Insurance
Finance & Banking
Required Skills
Customer Service

You match the following USAA's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
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.
Desired 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

USAA provides financial services specifically for the military community, including active-duty members, veterans, and their families. They offer a variety of products such as auto, home, life, and health insurance, as well as banking services like checking and savings accounts, credit cards, loans, and mortgages. Their retirement services include investment options and personalized financial planning. USAA operates on a membership model, allowing only military members and their families to join, which helps them understand and meet the unique financial needs of this community. Unlike other financial institutions, USAA's leadership team has many members with military backgrounds, ensuring a deep commitment to serving their members. Their goal is to promote financial wellness among military families through tailored services and resources.

Company Stage

N/A

Total Funding

N/A

Headquarters

San Antonio, Texas

Founded

1922

Simplify Jobs

Simplify's Take

What believers are saying

  • USAA's digital banking initiatives enhance online experiences for its military members.
  • The rise of personalized financial services aligns with USAA's mission to offer tailored advice.
  • Telematics in auto insurance could allow USAA to offer more competitive, usage-based rates.

What critics are saying

  • Increased competition from fintechs could erode USAA's market share in military services.
  • USAA's recent data breach settlement highlights ongoing cybersecurity vulnerabilities.
  • The new CEO, Juan C. Andrade, may lead to strategic shifts affecting operations.

What makes USAA unique

  • USAA exclusively serves military members, veterans, and their families, ensuring specialized services.
  • The company offers competitive auto insurance rates and banking services with no monthly fees.
  • USAA's leadership team has strong military backgrounds, aligning with their mission and values.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

401(k) Retirement Plan

401(k) Company Match

Parental Leave

Adoption Assistance

Paid Vacation

Paid Holidays

Wellness Program

Professional Development Budget