Insurance Professional – Sales and Service
Core
Provide customer service, sales, and retention activities for USAA Property & Casualty personal line products via multiple contact channels.
Role type
Insurance Customer Service Representative (Sales & Service)
Builds
USAA Property & Casualty personal line products for military community and families
Domain
Insurance (Property & Casualty)
Deliverable
product features
Required skills
Property & Casualty licensing, quote generation, policy binding, rating, billing, payment processing, underwriting basics, contract and coverage provisions management, multi-channel communication, issue diagnosis, risk identification
Preferred skills
Needs-based sales experience, high-volume phone/email/face-to-face communication, military service or spouse experience
Technologies
USAA internal contact center systems and programs
Responsibilities
Handle inbound and outbound phone calls, emails, and other member contacts; assist with quotes, binding new business, rating, policy, billing, payment, underwriting, and premium changes; identify and evaluate member needs to provide accurate advice and solutions; operate efficiently in a contact center environment across multiple channels; maintain required Property & Casualty license and state registrations; ensure risks associated with business activities are identified and controlled.
Seniority
Entry-level to Junior, training-focused IC