Remote Life Insurance Sales Professional

USAA; Tempe (AZ); Remote; USD 50,000 - 70,000; Full time

Job summary

Join USAA as a Business Insurance Agent - Mid-level, where you'll support military members and their families in achieving financial security. In this role, you'll advise on insurance and risk management using a full suite of Commercial Insurance Products, ensuring exceptional service through a structured training program. Successful candidates will have a strong background in insurance sales and risk assessment, enabling them to navigate complex accounts and fulfill the unique needs of each client.

Benefits

Comprehensive medical, dental and vision plans

401(k) and pension plans

Paid time off program with paid holidays

Paid volunteer hours

Various wellness programs

Qualifications

• 2 years of insurance sales and service experience.
• Experience working in a Commercial Insurance agency.
• High Net Worth / Private Client Experience preferred.

Responsibilities

• Advise business owners on insurance and risk management.
• Handle incoming calls for business insurance coverage.
• Ensure compliance with risk and insurance standards.

Skills

Insurance sales

Risk management

Customer relations

B2B sales

Tools

Agency Management Systems

Salesforce

Job description

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. 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. 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.

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.

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.

High Net Worth / Private Client Experience and ability to handle sensitive information.

4 or more years of Commercial Lines Insurance experience writing new business. (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.

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.).

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 L os Angeles County Fair Chance Ordinance and the California Fair Chance Act. 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. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

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. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. 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.

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