Full-Time

Customer Service Insurance

Sales

Posted on 1/9/2025

USAA

USAA

10,001+ employees

Financial services for military members and families

Fintech
Financial Services

Compensation Overview

$45k - $47kAnnually

+ Pay Incentives

Junior, Mid

No H1B Sponsorship

Tampa, FL, USA

Work in our New Tampa – Commerce Park office.

Category
Insurance
Finance & Banking
Required Skills
Customer Service
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.

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's membership model means that only military members and their families can access their services, allowing them to tailor their offerings to the unique financial needs of this community. This focus on military families sets USAA apart from other financial institutions. The company's goal is to support the financial wellness of its members through competitive rates, no monthly fees, and extensive resources for managing finances.

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 tools enhance customer experience and attract tech-savvy military members.
  • Investment in new San Antonio office space indicates potential growth and expansion opportunities.
  • The 'Connect with a Veteran' movement strengthens brand loyalty and community engagement.

What critics are saying

  • Increased competition from fintech companies could erode USAA's market share.
  • Rising interest rates may reduce demand for USAA's mortgage and loan products.
  • The $3.25M settlement over a data breach highlights vulnerabilities in cybersecurity.

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 military backgrounds, aligning with the company's 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

INACTIVE