Business Insurance Agent - Intermediate

USAA; Phoenix (AZ); Remote; USD 43,000 - 77,000; Full time

Job summary

Join USAA as a Business Insurance Agent - Intermediate, where you'll advise business owners on insurance and risk management in a remote sales environment. With comprehensive training and a focus on building relationships, you'll play a crucial role in helping members achieve financial security through tailored insurance solutions.

Benefits

Medical, dental, and vision insurance

401(k) and pension plans

Paid time off and volunteer hours

Wellness programs

Qualifications

• 1+ years of insurance sales/service experience.
• Valid Property and Casualty license or ability to obtain it within 90 days.
• 2+ years of Commercial Lines Insurance experience preferred.

Responsibilities

• Handle 7-10 inbound calls for business insurance coverage.
• Provide tailored insurance solutions to business owners.
• Ensure compliance and proper documentation.

Skills

Consultative approach

Relationship building

Risk management

Industry research

Insurance calculations

Education

High School Diploma or GED

Tools

Agency Management Systems

Salesforce

Job description

2 days ago Be among the first 25 applicants

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service, and trusted advice. We aim to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values—honesty, integrity, loyalty, and service—define how we treat each other and our members. Join us to make a meaningful impact.

The Opportunity

As a Business Insurance Agent - Intermediate, you will work in an inbound sales environment advising business owners on insurance and risk management, utilizing a full suite of Commercial Insurance Products to meet each member's or non-member's unique risk profile.

You will leverage your knowledge of the insurance marketplace, carrier appetite, underwriter relationships, and carrier contracts to place coverage for members' businesses.

Daily responsibilities include handling 7-10 inbound calls for business insurance coverage, collaborating with other carriers, and making outbound follow-up calls to members and non-members.

USAA provides 13-15 weeks of training to ensure you understand our products and can support members independently. Training hours are Monday - Friday, 8:00am-4:30pm CT, and work hours are Monday - Friday, 9:30am-6:00pm CT.

This position is remote within the continental U.S., with occasional travel. It is a full-time, hourly, non-commission role.

What You'll Do

• Use a consultative approach to resolve customer needs, establish trust, and provide tailored solutions.
• Build and maintain relationships with members, non-members, and insurance carriers.
• Ensure compliance and proper documentation to limit Errors & Omissions exposure.
• Assess business risks and offer appropriate risk management and mitigation solutions.
• Research industry trends and regulatory changes to stay informed.
• Utilize Agency Management Systems/CRM and carrier platforms for product selection.
• Calculate Insurance to Value (ITV) for various properties, considering geographic and structural features.
• Identify and manage risks associated with business activities in accordance with policies.

What You Have

• High School Diploma or GED.
• At least 1 year of insurance sales/service experience or experience in commercial insurance or broker agencies.
• Valid Property and Casualty license or ability to obtain it within 90 days.

What Sets You Apart

• 2+ years of Commercial Lines Insurance experience, including writing new business.
• Experience quoting and binding directly with insured clients.
• Familiarity with Agency Management Systems and Salesforce.
• Experience in multi-state Commercial Lines and call center environments.
• Active P&C General Lines License.

Compensation

Salary ranges from $43,680 to $76,610, based on experience and location. USAA does not sponsor visas. We consider applicants with criminal histories under applicable Fair Chance laws.

Benefits

Our benefits include medical, dental, vision, 401(k), pension, life insurance, parental leave, adoption assistance, paid time off, volunteer hours, and wellness programs. Details are available on our benefits page.

Applications are accepted continuously until filled. We are an Equal Opportunity Employer.