As a Fortune 200 financial services company with more than $113.5 billion in owned and managed assets, USAA is on a mission — to facilitate the financial security of our members, the men and women of the U.S. military and their families worldwide. Headquartered on a showcase campus in San Antonio, TX, USAA attributes its long-standing success to its most valuable resource, our 22,000 employees. They are the heart and soul of our member-service culture.
Recently Ranked #1 by Business Week in Customer Service, we are recognized for the superior service we provide to our members, and the exemplary work environment we provide for our employees. Everything that happens at USAA is based on our core values: Service, Loyalty, Honesty, and Integrity. These are the foundations of how we do business with our members, as well as how we treat each other.
We are currently seeking a talented Member Relationship Specialist - Property & Casualty Insurance for our San Antonio, TX facility.
As a Member Relationship Specialist - Property & Casualty Insurance for USAA, you will provide policy service to members for existing auto and property policies requiring licensure. You will contribute to property and casualty business goals through cross selling and relationship building initiatives.
JOB DUTIES:
- Provides initial response to all service requests for existing Auto and Property policies including related billing questions and internet troubleshooting as appropriate. Updates member/customer's policies, sets expectations, summarizes call, follows through and brands USAA, as appropriate.
- Listens to and converses with members/customers to understand needs. Establishes rapport, recognizes life events and identifies coverage exposures and gaps where additional USAA products may be needed.
- Educates members/customers on the benefits of USAA personal lines insurance products/pricing/services. Gains member/customer's agreement for referral to appropriate area for P&C and enterprise solutions.
- Performs underwriting analysis to evaluate risk acceptability and determine appropriate product pricing for adjustments to and renewals of existing Auto and Property policies. May handle complex rating, coverage, or complaints when appropriate.
- Availability to work any day Monday-Friday from 7:30-6:00pm and a definite Saturday between 8:00-4:30 pm for a full time, 4 day, 38-hour workweek.
- 40 or 38-hour work week schedules (38 Hour 4 day work schedule: Three 10-hour days + 8 hours Saturdays. Not eligible for USAA designated holiday pay. Adjusted PTO accrual rate). 30% Shift Premium pay (work scheduled: after 6pm, M-F & Saturdays).
- Ability to attend up to 8 weeks of paid structured classroom training. Training hours will vary between 8:00 am - 4:30 pm Monday - Friday, with a licensing test during the 2nd week on either Friday or Saturday.
Relocation assistance is not available for this position.
Minimum Requirements:
- High School diploma or equivalent.
- 2 years of customer service/sales experience OR Bachelors degree OR Successful completion of military service OR 1 year customer service/sales experience plus 30 hours of college credits.
- 1+ years experience multi-tasking in a Windows operating system environment.
- 1+ years experience frequently communicating (minimum 60% of the time) with customers by phone, e-mail and/or face to face.
- Current license or ability to obtain within a designated number of attempts (if applicable).
Preferred:
- 2 years of customer service experience in a relationship building environment.
- Contact/Call Center experience.
- Experience cross selling or up-selling products.
- 1+ years experience working in a problem resolution/analytical environment.
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.
Qualified applicants must successfully complete a pre-employment background and drug screen.
USAA is an Equal Opportunity/Affirmative Action Employer.
Do not apply via this website. Interested candidates must submit resumes online via the USAA career center at www.usaa.com in order to be considered for this position. Please be sure to reference job number 7832.
Relevant Work Experience Prefered:
Salary and Benefits:
At USAA our employees enjoy one of the best benefits packages in the business, including business casual dress environment, comprehensive medical, dental and vision plans, along with wellness and wealth building programs. Additionally, our career path planning and continuing education will assist you with your professional goals.
USAA also offers a variety of on-site services and conveniences to help you manage your work and personal life, including seven cafeterias, two company stores and three fitness centers.