Full-Time

Intermediate Insurance Representative

Signing Bonus

Posted on 11/21/2024

USAA

USAA

10,001+ employees

Financial services for military members and families

Financial Services

Compensation Overview

$46.4k - $50.3kAnnually

+ Pay Incentives

Entry, Junior, Mid

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.

Category
Insurance
Finance & Banking
Required Skills
Sales
Customer Service
Requirements
  • ACTIVE P&C producer agent license
  • 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.

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 many other financial institutions, USAA's leadership team 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

N/A

Simplify Jobs

Simplify's Take

What believers are saying

  • USAA's investment in digital tools and platforms enhances customer experience, reflecting its adaptability and commitment to innovation.
  • The company's focus on military appreciation and partnerships, such as with the Frisco RoughRiders, strengthens its brand loyalty within the military community.
  • Despite layoffs, USAA's continued hiring and filling of over 8,300 jobs this year indicate robust growth and adaptation to changing business needs.

What critics are saying

  • The recent layoffs and top-level departures, including the upcoming retirement of CEO Wayne Peacock, could lead to instability and affect employee morale.
  • USAA's poor ratings from the Office of the Comptroller of the Currency in 2023 and 2022 highlight potential regulatory challenges and reputational risks.

What makes USAA unique

  • USAA's exclusive membership model allows it to deeply understand and cater to the specific financial needs of the military community, unlike broader financial institutions.
  • The company's leadership, with many having military backgrounds, ensures a strong alignment with the values and needs of its members, setting it apart from competitors.
  • USAA's commitment to corporate responsibility and community resilience initiatives further distinguishes it as a socially responsible financial services provider.

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