Associate Life, Annuity, and Health Service Specialist

Company: USAA
Location: Phoenix
Posted on: September 23, 2022

Job Description:

Purpose of JobWithin defined guidelines and framework, supports company goals to become the financial services provider of choice and ensure financial security for our members by building relationships when assisting members with life, annuity, and health product or service requests and acquisition.Job RequirementsLet's do something that really matters. We have an important mission: serving the members of the military community and their families. It's both a chance to say thank you and the opportunity to put your talents to work in a meaningful way. To do it right, we need the right people. We're looking for those who share our values of honesty, integrity, loyalty and service. Because what we do is just as important as how we do it. Come be a part of what makes us so special!We are currently seeking dedicated professionals for Life, Annuity, and Health Service Specialist opportunities in 2022 with the desire to work a full time schedule.Military veterans and spouses are highly encouraged to apply.Primary Responsibilities:Identifies and handles existing and emerging risks that stem from business activities and the job role.Ensures risks associated with business activities are optimally identified, measured, supervised, and controlled.Follows written risk and compliance policies, standards, and procedures for business activities.Receives and fulfills member service requests for all life policy, annuity and health policy changes through various member contact channels applying foundational member servicing techniques.Documents all relevant information and ensures accurate fulfillment of the member's request.Asks questions to understand member's service request, discover key information, and life events to understand the member need, and documents relevant information.Processes transactions accurately and compliantly, focusing on creating an outstanding member service experience.Recognizes member verbal cues and potential opportunities to meet the member's need through a product or service.Encourages member to take action to address needs and opportunities.Supports enterprise business goals through the achievement of individual referral and product acquisition goals.Recognizes member verbal cues and potential opportunities to meet the member's need through a product or service.Seeks opportunities to build, deepen, and retain the member relationship through multi-company products or services.Applies foundational knowledge of the business and assists with alignment of business result processes and capabilities with business needs.Minimum Requirements:High School Diploma or General Equivalency Diploma required.Up to 1 year of relevant customer service or sales experience.Foundational knowledge of life insurance, health insurance, and annuity industry processes, products, services, and regulations.Ability to prioritize and multi-task, including navigating through multiple business applications, including a Windows operating system.Strong interpersonal and communication skills.Successful completion of a job-related assessment may be required.Preferred Requirements:US military service or a military spouseAt least 6 months of Life andor Annuity Service experienceBachelor's degree in Accounting, Finance, or General Business (or related) from an accredited university.Current LifeHealth LicenseTwo plus years of customer contact experience in a call center environment where multi-tasking is required.Experience cross selling or up-selling productsThe above description reflects the details considered vital 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 pensation: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 position. The salary range for this position is: $43,680.00 - $60,100.00.Employees may be eligible for pay incentives based on overall corporate and individual performance or at the discretion of the USAA Board of Directors.Shift premium will be addressed on an individual-basis for applicable roles that are consistently scheduled for non-core hours.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.To see details on our outstanding benefits, visit USAA Total Rewards.Relocation assistance is NOT available for this position.

Keywords: USAA, Phoenix , Associate Life, Annuity, and Health Service Specialist, Healthcare , Phoenix, Arizona