Insurance consultant providing solutions for municipal and public sector clients. Role involves client interaction, negotiation, and insurance management in a hybrid work setting.
About the role
- Insurance Customer Service Representative providing member service and handling insurance inquiries and sales. Supporting USAA members with property and casualty insurance products and services from San Antonio office.
Responsibilities
- Facilitate the Property & Casualty member experience by handling inbound and outbound phone calls, emails, or other contacts 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
- Identify, evaluate and understand member needs to consistently provide complete and accurate advice and solutions for insurance products and services
- Provide detailed issue diagnosis while minimizing member transfers, escalations and call backs
- Efficiently operate in a contact center environment and navigate multiple systems and programs while maintaining an engaging member interaction that may occur across multiple channels
- Maintain required Property & Casualty license 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
Requirements
- High School Diploma or GED equivalent
- Up to 1 year needs based sales and/or customer service experience in insurance, financial services and/or relevant direct customer service
- Acquire and maintain Property & Casualty (P&C) license and state registrations, within 90 days of hire. (Training, Licensing and State registration fees paid for by USAA.)
- Demonstrated communication, problem-solving, and critical thinking skills to effectively respond to routine member inquiries
- Effective time management and organizational skills
- Successful completion of a job-related assessment may be required
Benefits
- 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
- various wellness programs
- career path planning and continuing education
Job title
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