Full-Time

Inside Sales Representative

Insurance

Posted on 12/30/2024

USAA

USAA

10,001+ employees

Financial services for military members and families

Fintech
Financial Services

Compensation Overview

$44.9k - $49.2kAnnually

+ Pay Incentives

Entry, Junior

Tampa, FL, USA + 3 more

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

Position can work from home in the continental U.S. with occasional business travel.

Category
Inside Sales
Sales & Account Management
Required Skills
Customer Service
Requirements
  • High School Diploma or GED equivalent
  • 1 year of customer service experience supporting auto and property insurance
  • Strong interpersonal and communication skills to build rapport with prospective and existing members
  • Ability to prioritize and multi-task, including navigating through multiple business applications
  • Ability to apply knowledge and understanding of insurance regulatory and compliance requirements
  • Maintain required Property & Casualty license and state registrations
Responsibilities
  • Facilitate the Property & Casualty member experience by answering inbound and outbound phone calls, emails, and other contacts from members.
  • Apply proficient knowledge of personal lines insurance to assist members with moderately complex quotes, binding new business, rating, policy, billing, payment, underwriting, contract and coverage provisions, and premium changes for insurance products and services. Prepare the respective trailing documents for all states and/or international requirements and offerings.
  • Identify, assess and understand member needs while consistently providing complete and accurate advice and solutions for insurance products and services. Provide detailed issue diagnosis while minimizing transfers, escalations and call backs.
  • Use the tools and resources available to support members with some assistance.
  • Effectively operate in a contact center environment and navigate multiple systems/programs while maintaining an engaging member interaction that may occur across multiple channels.
  • Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

USAA offers financial services tailored for the military community, including active-duty members, veterans, and their families. They provide products such as auto, home, life, and health insurance, along with banking services like checking accounts, loans, and retirement planning. USAA operates on a membership model, allowing only military members and their families to join, which helps them focus on the specific needs of their clients. The company's goal is to promote financial wellness by providing specialized 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 tools enhance customer experience and attract tech-savvy members.
  • Investment in San Antonio office space indicates potential growth and expansion.
  • The 'Connect with a Veteran' movement strengthens brand loyalty and community engagement.

What critics are saying

  • USAA faces cybersecurity vulnerabilities, highlighted by a $3.25 million data breach settlement.
  • The OCC criticized USAA for failing to fix operational flaws, posing compliance risks.
  • Layoffs suggest potential instability or restructuring, affecting employee morale and service quality.

What makes USAA unique

  • USAA exclusively serves military members, veterans, and their families.
  • The company offers tailored financial products for the military community.
  • USAA's leadership team has strong military backgrounds, enhancing service understanding.

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