Customer Service Advisor

USAA; Colorado Springs (CO); Remote; USD 54,000 - 98,000; Full time

Job summary

Join USAA as a Business Insurance Agent - Mid-level, where you'll provide tailored insurance solutions to business owners. This full-time role involves advising clients on risk management and leveraging your expertise in a supportive environment. Enjoy comprehensive training and competitive compensation while making a meaningful impact in the military community.

Benefits

Comprehensive medical, dental, and vision plans

401(k) and pension plans

Paid time off with holidays and volunteer hours

Continuing education and career path planning

Qualifications

• 2 years of insurance sales and service experience including 1 year in Commercial Insurance agency.
• Valid Property and Casualty insurance license required.
• High Net Worth/Private Client Experience preferred.

Responsibilities

• Advise business owners on insurance and risk management.
• Build and maintain relationships with members and insurance carriers.
• Calculate Insurance to Value (ITV) on various property types.

Skills

Communication

Customer Service

Risk Management

Education

High School Diploma or General Equivalency Diploma

Tools

Agency Management Systems

Salesforce

Job description

21 hours ago Be among the first 25 applicants

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek 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. Be part of what truly makes us special and impactful.

The Opportunity

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

You will use knowledge of insurance marketplace, carrier appetite, and leverage underwriter relationships and knowledge of carrier contracts to place coverage for member's business.

On a daily basis you will take incoming calls throughout the day (average 7-10 calls) for business insurance coverage collaborating with other insurance carriers. You will also have outbound follow-up calls with member and non-member customers.

USAA provides 13-15 weeks of training so you understand our product offerings and can support each member and/or non-member independently. Training schedule hours are Monday - Friday, 8:00am-4:30pm Central Time, (9:00am-5:30pm Eastern Time). Work schedule hours are Monday - Friday, 9:30am-6:00pm Central Time (10:30am-7:00pm Eastern Time).

This position can work remotely in the continental U.S. with occasional business travel. This is a full-time, hourly, non-commission position.

What you'll do:

• Use a consultative approach to determine customer needs, build rapport, and provide solutions (composed of a la cart combinations of various products and services) based on current products and service offerings.
• Build and maintain relationships between members and nonmembers and insurance carriers, exercising technical knowledge effectively and communicating solutions.
• Use understanding of compliance and insurance standards and Agency Management Systems to limit agency Errors & Omissions (E&O) exposure through proper documentation.
• Classify member's and/or non-members business and provide accurate risk management and risk mitigation solutions while using knowledge of B2B sales cycles for success.
• Research industry trends and evolving regulatory environment (state and national), improving understanding of important technical/financial issues.
• Use knowledge of Agency Management Systems/Customer Relations Management (CRM) & multiple carrier Platforms to operate comfortably at an advanced level to appropriately select product and carrier offerings.
• Calculate Insurance to Value (ITV) on a wide range of property types and structures including geographic differences and capture custom or unique features within the properties and provide appropriate details to determine accurate replacement values.
• Facilitate initial acquisition of business owners, Affluent members, and nonmembers, by gaining an understanding of the members and nonmembers' risk profile by providing a concierge, white glove, single point of contact service level for members and nonmembers with complex accounts and unique needs.
• Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

What you have:

• High School Diploma or General Equivalency Diploma.
• 2 years of insurance sales and service experience to include 1 year of experience working in a Commercial Insurance agency, High Value insurance agency or broker setting.
• Valid Property and Casualty insurance license for home state and/or ability to obtain home state and multistate license within 90 days.
• High Net Worth/Private Client Experience and ability to handle sensitive information.
• Excellent communication and customer service skills.
• Successful completion of a job-related assessment may be required.

What sets you apart:

• 4 or more years of Commercial Lines Insurance experience writing new business. (Not including renewals and/or servicing)
• 4 or more years working experience quoting and binding directly with the insured.
• Experience with Agency Management Systems and/or Salesforce.
• Experience working in a Commercial Lines multiple carrier environment.
• Experience writing Commercial Lines in multiple states.
• Experience working in a call center environment.
• Active P&C General Lines License for home state.

Compensation range: The salary range for this position is: $54,550.00 - $97,750.00.

USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).

USAA will consider qualified applicants with a criminal history pursuant to the San Diego County Fair Chance Ordinance and the California Fair Chance Act. You do not need to disclose your criminal history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if USAA is concerned about a conviction(s) that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. Find out more about the Fair Chance Ordinance by visiting the San Diego County Office of Labor Standards and Enforcement webpage.

USAA will consider qualified applicants with a criminal history pursuant to the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. You do not need to disclose your criminal history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if USAA is concerned about a conviction(s) that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. Find out more about the Fair Chance Ordinance by visiting the Los Angeles County Office of Labor Standards and Enforcement website.

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include 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, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

For more details on our outstanding benefits, visit our benefits page on USAAjobs.com

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

PDN-9eef3a06-72d8-409e-97f0-a4bf9ac4c0ec

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Customer Service

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