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Life and Health Service Specialist

Company: USAA
Location: Castroville
Posted on: May 6, 2021

Job Description:

Purpose of JobSupports company goals to become the financial services provider of choice and ensure financial security for our members by building relationships when assisting members with life and health product or service requests and acquisition. Works under direct supervision.Job RequirementsAbout USAAUSAA knows what it means to serve. We facilitate the financial security of millions of U.S. military members and their families. This singular mission requires a dedication to innovative thinking at every level.In each of the past five years, we've been a top-40 Fortune 100 Best Companies to Work For--, and we've ranked among Victory Media's Top 10 Military Friendly-- Employers 13 years straight. We embrace a robust veteran workforce and encourage veterans and veteran spouses to apply.USAA Careers - Award Winning Workplace (17 seconds)USAA Careers - World Class Benefits (31 seconds)* Receives and fulfills member service requests for all life policy, annuity and health policy changes through various member contact channels.

* Applies foundational member servicing techniques.

* Asks questions to discover key information and life events in order to understand the member need, and documents relevant information.

* Recognizes member verbal cues and potential opportunities to meet the member's need through a product or service.

* Encourages member to take action to address needs and opportunities.

* Supports enterprise business goals through the achievement of individual referral and product acquisition goals.

Work Schedule* Availability to work a shift anytime during our operating hours Monday - Friday, 7:30am -6:00pm Central time

Minimum Requirements:* High School Diploma or General Equivalency Diploma

* Up to 1 year of relevant customer service or sales experience.

* Experience multi-tasking within a Windows operating system environment required.

* Successful completion of a job-related assessment may be required.

* Qualifications may warrant placement in a different job level*When you apply for this position, you will be required to answer some initial questions. This will take approximately 5 minutes. Once you begin the questions you will not be able to finish them at a later time and you will not be able to change your responses.Preferred Requirements:* At least 6 months of Life and/or Annuity Service experience

* Bachelor's degree in Accounting, Finance, or General Business (or related) from an accredited university.

* Current Life/Health License

* Two plus years of customer contact experience in a call center environment where multi-tasking is required.

* Experience cross selling or up-selling products

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.Compensation:USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market position. The salary range for this position is: $33,280 - $52,000 *(this does not include geographic differential it may be applied based on your work location)Employees may be eligible for pay incentives based on overall corporate and individual performance or at the discretion of the USAA Board of Directors.* Geographical Differential: Geographic pay differential is additional pay provided to eligible employees working in locations where market pay levels are above the national average.Shift premium will be addressed on an individual-basis for applicable roles that are consistently scheduled for non-core hours.Benefits:At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.Please click on the link below for more details.USAA Total RewardsRelocation assistance is NOT available for this position.

Keywords: USAA, San Antonio , Life and Health Service Specialist, Healthcare , Castroville, Texas

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