Life, Annuity, and Service Specialist - Entry Level
Company: USAA
Location: San Antonio
Posted on: April 17, 2024
Job Description:
Why USAA?Let's do something that really matters.
At USAA, we have an important mission: facilitating the financial
security of millions of U.S. military members and their families.
Not all of our employees served in our nation's military, but we
all share in the mission to give back to those who did. We're
working as one to build a great experience and make a real impact
for our members.
We believe in our core values of honesty, integrity, loyalty and
service. They're what guides everything we do - from how we treat
our members to how we treat each other. Come be a part of what
makes us so special!The OpportunityAs a dedicated Life, Annuity,
and Health Service Specialist, you will support 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.This role requires an individual to be in the San
Antonio, TX or Phoenix, AZ office 5 days per week during our
operating hours Monday - Friday, 7:30am-6:00pm Central time. A
Hybrid work schedule is possible after 6mts. Relocation assistance
is not available for this position.What you'll do:
- 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.What you have:
- 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.What sets you apart:
- At least 6 months of Life Insurance and/or Annuity Service
experience
- Bachelor's degree in Accounting, Finance, or General Business
(or related) from an accredited university.
- Current Group 1 Life/Health License
- 2+years of customer contact experience in a call center
environment where multi-tasking is required.
- Experience cross selling or up-selling products
- US military experience through military service or a military
spouse/domestic partnerThe 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.What we
offer: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 data of the position. The actual salary for
this role may vary by location. The salary range for this position
is: $43,680.00-$59,990.00Employees may be eligible for pay
incentives based on overall corporate and individual performance
and at the discretion of the USAA Board of Directors.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.For more details on our outstanding benefits, please visit
our benefits page on USAAjobs.com.Applications for this position
are accepted on an ongoing basis, this posting will remain open
until the position is filled. Thus, interested candidates are
encouraged to apply the same day they view this posting. -USAA is
an Equal Opportunity Employer. All qualified applicants will
receive consideration for employment without regard to race, color,
religion, sex, sexual orientation, gender identity, national
origin, disability, or status as a protected veteran.
Keywords: USAA, San Antonio , Life, Annuity, and Service Specialist - Entry Level, Other , San Antonio, Texas
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