Life, Annuity, and Service Specialist - Entry Level

USAA
San Antonio
Workplace: OnsiteFull timeUSD 43,680 - 59,980 annuallyFunction: Solutions Engineering & Sales EngineeringEducation: bachelorsSkills: ["Interpersonal skills","Communication","Prioritization","Multi-tasking","Persuasion"]

Support members with life insurance, health insurance, and annuity requests and policy changes by gathering key details, documenting service information, and processing transactions accurately and compliantly. Use member-focused conversations to identify needs, address objections with basic sales techniques, and recommend additional products to reduce transfers, escalations, and call backs. Ensure risks are controlled per risk and compliance policies.

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FursaFursa
USAA
USAA
1 day ago

Life, Annuity, and Service Specialist - Entry Level

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Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live

Job Summary

Support members with life insurance, health insurance, and annuity requests and policy changes by gathering key details, documenting service information, and processing transactions accurately and compliantly. Use member-focused conversations to identify needs, address objections with basic sales techniques, and recommend additional products to reduce transfers, escalations, and call backs. Ensure risks are controlled per risk and compliance policies.
Location: San Antonio
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Entry level

Key Responsibilities

  • •Use foundational knowledge of life, health, and annuity products to assist with member requests and policy changes across channels.
  • •Ask questions to understand member service requests, discover key information and life events, and document relevant details.
  • •Process transactions accurately and compliantly using available tools to deliver service excellence and minimize transfers, escalations, and call backs.
  • •Recognize member cues and recommend additional products or services; overcome objections using basic sales techniques.
  • •Identify, measure, monitor, and control risks associated with business activities in accordance with risk and compliance policies.

Pay and Benefits

Salary: USD 43,680 - 59,980 annually
Perks:Health InsuranceDentalVision401kPensionLife InsuranceParental LeaveAdoption AssistancePaid LeavePaid HolidaysVolunteer HoursWellness StipendLearning Budget

Key Requirements

  • •Up to 1 year of relevant customer service or sales experience.
  • •Ability to prioritize and multi-task while navigating multiple business applications, including a Windows operating system.
  • •Strong interpersonal and communication skills.
  • •Successful completion of a job-related assessment may be required.
  • •Experience acquiring and applying new concepts and information.
Education:Bachelor's in Accounting, Finance, or General Business (or related)
Skills:Interpersonal skillsCommunicationPrioritizationMulti-taskingPersuasion
Licenses:Current Group 1 Life/Health License
Tech Stack:Windows operating system

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

USAA
Provides insurance, banking, investment, and financial services to U.S. military members, veterans, and their families. Best known for auto, home, life insurance, and member-focused digital banking products.
Industry: Insurance
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Established Company
Headquarters: San Antonio, United States
Founded: 1922
WebsiteLinkedIn