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USAA

Sells insurance and banking to military families

Insurance Sales & Service Representative

Insurance Sales & AgencyConfirmed live in the last 24 hours
Full-timePhoenix, AZ, USA

About the Job

Requirements

  • A high school diploma or GED is required.
  • Strong communication, customer service, sales, and relationship-building skills are required.
  • The candidate must be able to thrive in a structured, metrics-driven contact center environment.
  • Experience working directly with customers, members, or clients and identifying needs and recommending solutions is required.
  • The candidate must be able to navigate multiple systems while maintaining accuracy and attention to detail.
  • The candidate must be willing to learn new skills and demonstrate learning agility.
  • The candidate must demonstrate accountability and commitment to delivering quality outcomes.
  • Licensed candidates must hold an active Property & Casualty or Personal Lines license in their state of residence or state of hire and be able to obtain additional state licenses as needed.
  • Unlicensed candidates must be able to obtain a Property & Casualty license for their state of residence by the third week of employment and additional required state licenses and registrations within the first 90 days.
  • The role requires a 40-hour work week with a schedule that may include weekdays, weekends, evening shifts up to 9:00 PM local time, and a permanent Saturday or Sunday schedule.
  • Reliable attendance and schedule flexibility are important.

Responsibilities

  • Help members with insurance needs through service, sales, and retention conversations.
  • Build trusted relationships by identifying member needs and recommending personalized insurance solutions.
  • Deliver member experiences while balancing sales, service, and compliance requirements.
  • Navigate multiple systems and adapt to changing member and business needs in a fast-paced contact center environment.
  • Support team success and serve military members, veterans, and their families.
  • Support members through inbound calls while using multiple systems and applications.

Desired Qualifications

  • Contact center experience is preferred.
  • Experience in sales, financial services, insurance, banking, telecommunications, retail sales, healthcare support, hospitality, or military operations is preferred.
  • Experience working in environments with performance, compliance, quality, or service metrics is preferred.

About the Company

USAA

Sells insurance and banking to military families

USAA sells insurance, banking and investment products to U.S. military members, veterans and their families, and membership is limited to that community and eligible relatives. It began when Army officers who struggled to get car coverage agreed to insure each other, and auto and home insurance remain its core business. Members can also open checking and savings accounts, carry credit cards, take out auto loans and mortgages, and buy life insurance, annuities and retirement accounts. The company earns money from insurance premiums, loan interest, card fees and investment management. USAA was founded in 1922 and is based in San Antonio, Texas.

Company size
10,001+
Company stage
Not listed
Total funding
Not listed
Headquarters
San Antonio, TX
Founded
1922

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