Full-Time

Intermediate Insurance Representative

Signing Bonus

Posted on 1/16/2025

USAA

USAA

10,001+ employees

Financial services for military members and families

Fintech
Financial Services

Compensation Overview

$46.4k - $50.3kAnnually

+ Pay Incentives

Entry, Junior

No H1B Sponsorship

Tampa, FL, USA + 3 more

More locations: Colorado Springs, CO, USA | San Antonio, TX, USA | Phoenix, AZ, USA

After six months in-office, you’ll have the opportunity to work off-site 2 days a week. Relocation assistance is not available for this position.

Category
Insurance
Finance & Banking
Required Skills
Sales
Risk Management
Customer Service
Requirements
  • High School Diploma or GED equivalent
  • 1 year of customer service experience in insurance, financial services and/or relevant direct customer service and/or sales experience
  • Acquire Property & Casualty (P&C) licenses and state registrations within 90 days of hire
  • Ability to prioritize and multi-task while navigating through multiple business applications
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.
Desired Qualifications
  • Current active personal lines or property and casualty license in your current state of residence/or state of hire
  • US military experience through military service or a military spouse/domestic partner
  • Prior experience in a fast-paced contact center environment

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 often has military backgrounds, reinforcing their commitment to serving their members with a focus on financial wellness and community support.

Company Stage

N/A

Total Funding

N/A

Headquarters

San Antonio, Texas

Founded

1922

Simplify Jobs

Simplify's Take

What believers are saying

  • Juan C. Andrade's appointment as CEO may lead to strategic innovations in insurance.
  • USAA's investment in San Antonio office space indicates commitment to growth and employment.
  • Focus on digital banking tools enhances member experience and attracts tech-savvy military personnel.

What critics are saying

  • Leadership transition to Juan C. Andrade may cause strategic shifts or internal disruptions.
  • $3.25M settlement over data breach may lead to reputational damage and financial loss.
  • Regulatory scrutiny from OCC due to unresolved flaws could result in penalties.

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, with military backgrounds, deeply understands the needs of its members.

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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