Customer Service Advisor

RemoteWorker US; Tampa (FL); On-site; USD 45,000 - 47,000; Full time

Job summary

A leading company is seeking a Customer Service Advisor in Tampa, FL, to join their team. This entry-level role offers comprehensive training and the opportunity to develop into customer service and insurance expertise. Candidates will assist members with insurance products, ensuring their financial security through effective communication and support.

Benefits

Comprehensive medical, dental and vision plans

401(k) and pension plans

Paid time off program with holidays and volunteer hours

Qualifications

• Acquire Property & Casualty licenses and state registrations within 90 days of hire.
• Ability to process insurance information clearly via phone and email.
• Prior experience in customer contact roles is preferred.

Responsibilities

• Facilitate the Property & Casualty member experience via inbound and outbound interactions.
• Provide quotes, bind new business, and assist with insurance policy inquiries.
• Maintain required licenses and adhere to compliance and risk policies.

Skills

Exceptional customer service

Communication

Multi-tasking

Education

High School Diploma or GED equivalent

Job description

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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 seek to be the #1 choice for the military community and their families.

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 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

It is all about learning and growing. Our Insurance Customer Service role may be a new career for you. There’s a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid six-month training program includes all training materials, class discussions, hands-on training, e-learning modules, and the instructor led guidance will help you to support our membership independently. We also pay for all licensing costs! We have new training classes starting every month.

Our in-office development program provides the training you need and the encouragement to create a proactive and independent support style to service our membership. After six months in-office, you’ll have the opportunity to work offsite 2 days a week. The actual onsite days are settled between each employee and their manager. We have various schedules ranging from 8:00 am EST to 8:00 pm EST. These roles include a shift differential of 15% for weekday hours worked after 6:00 pm local time and any hours worked on Saturday or Sunday. Military veterans and spouses are highly encouraged to apply. Relocation assistance is not available for this position.

As part of our licensing training program, you are required to obtain a property and casualty license for your state of residency by your third week of employment. We provide all study materials and pay for up to 3 licensing exam attempts. During your first 90 days, we will also provide you with resources to acquire additional state licenses to better serve our members.

We are currently seeking dedicated professionals to work in our Tampa-Commerce Park located at 17200 Commerce Park Blvd, Tampa, FL 33647, for future insurance sales opportunities in 2025. As an Insurance Customer Service Representative, you'll work within defined guidelines to provide customer service, sales, and retention activities for multiple USAA Property & Casualty personal line products. You will assist members with new and existing USAA policies to deepen their relationship with the company. Representatives interact with our members across multiple contact channels to provide members adequate coverage and advice to help ensure their financial security.

What You'll Do

• Facilitate the Property & Casualty member experience by handling inbound and outbound phone calls, emails, or other contacts from members.
• Apply developing knowledge of personal lines' insurance to assist members with foundational to moderately complex quotes, binding new business, rating, policy, billing, payment, underwriting, contract and coverage provisions, and premium changes for insurance products and services. Also, maintain respective trailing documents for all states.
• Identify, evaluate and understand member needs to consistently provide complete and accurate advice and solutions for insurance products and services. Provide detailed issue diagnosis while minimizing member transfers, escalations and call backs.
• Efficiently operate in a contact center environment and navigate multiple systems and programs while maintaining an engaging member interaction that may occur across multiple channels.
• Maintain required Property & Casualty license and state registrations.
• 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 GED equivalent
• Ability to provide exceptional customer service for our members by communicating clearly and professionally by phone, and email to process information related to insurance products
• Ability to prioritize and multi-task, while navigating through multiple business applications
• Ability to apply knowledge and understanding of insurance regulatory and compliance requirements
• Acquire Property & Casualty licenses and state registrations within 90 days of hire depends on location of hiring
  
  

What Sets You Apart

• 1 year of customer contact experience in a needs-based sales environment
• 6 months experience frequently communicating (minimum 60 percent of the time) with customers by phone, e-mail, and/or face to face
• US military experience through military service or a military spouse/domestic partner
  
  

Training Schedule: Monday - Friday

8hr shift within the hours of 9:30am – 6:00pm

USAA provides support to our members 7 days a week. After training, you will be assigned a 5-day work schedule which includes weekends. Work schedules are assigned based on business need to ensure adequate coverage for our members.

Work Schedule

All work schedules for this role are 40 hours per week and will have both weekday and weekend hours between 8:00am - 8:00pm Work Schedule shifts will depend on business need.

Salary: The hiring range for this position is: $45,010 - $46,010.

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.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

• Industries

  Staffing and Recruiting

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