Life, Annuity, and Service Specialist - Entry Level
Core
Support members with life, annuity, and health product requests, policy changes, and service needs while delivering exceptional service and identifying cross-sell opportunities.
Role type
Entry-level Life, Annuity, and Health Service Specialist
Builds
Member service experiences and product acquisition for USAA's military community
Domain
Financial services (Life Insurance, Annuities, Health Insurance)
Deliverable
client delivery
Required skills
Customer service, sales techniques, multi-tasking, risk identification, compliance adherence, product knowledge acquisition
Preferred skills
Life insurance/annuity service experience, cross-selling/up-selling, military experience, military spouse status
Technologies
Windows operating system, business applications
Responsibilities
Acquire and apply knowledge of complex life, health, and annuity products; document member service requests and life events; process transactions accurately and compliantly; recognize opportunities to recommend additional products; identify and control business risks
Seniority
Entry-level, up to 1 year experience