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Life and Health Service Specialist III - San Antonio

Company: USAA
Location: San Antonio
Posted on: October 18, 2020

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 Requirements

  • 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, 7:30 am - 6:00 pm Central. 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:
        • Previous experience servicing Life or Annuity products at USAA, either as an employee or a contractor.
        • At least 6 months of Life and/or Annuity Service experience at USAA
        • Bachelor's degree in Accounting, Finance, or General Business (or related) from an accredited university.
        • 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 productsRelocation assistance is NOT available for this position.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.

Keywords: USAA, San Antonio , Life and Health Service Specialist III - San Antonio, Other , San Antonio, Texas

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