Insurance Professional - Sales and Service
Core
Provide customer service, sales, and retention for USAA Property & Casualty personal line products to military members and their families.
Role type
Insurance Professional (Sales and Service)
Builds
USAA Property & Casualty personal line products
Domain
Insurance (Property & Casualty)
Deliverable
product features
Required skills
Property & Casualty licensing, multi-channel communication, quote processing, policy binding, rating, underwriting, risk identification, compliance adherence
Preferred skills
Needs-based sales experience, military service or spouse status
Technologies
Multiple business applications, contact center systems
Responsibilities
Handle member inquiries and identify cross-selling opportunities; Assist with quotes, binding, rating, policy, billing, payment, underwriting, and premium changes; Operate in a contact center environment across multiple channels; Maintain required licenses and state registrations; Identify and control business risks.
Seniority
Entry-level with training