Service Advisor - Financial Security Specialist

At USAA, we offer a unique opportunity to empower members to achieve financial security through highly competitive products and exceptional service. Our mission is to be the number one choice for the military community and their families. We seek dedicated individuals who share our core values – honesty, integrity, loyalty and service. These values define how we treat each other and our members. The Opportunity Our comprehensive training program includes all necessary materials, class discussions, hands-on training, e-learning modules, and instructor-led guidance to support our membership independently. We pay for all licensing costs and provide opportunities for growth and development. You will have the chance to work in a fast-paced contact center environment, navigating multiple systems and programs while maintaining engaging member interactions across various channels. As a Licensed Insurance Customer Service Representative, you will apply your 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. What You Will Do: Facilitate the member experience by answering phone calls, emails, and other requests from members. Apply developing knowledge of personal lines insurance to assist members with quotes, binding new business, rating, policy, billing, payment, underwriting, contract and coverage provisions, and premium changes for insurance products and services. Identify, assess and understand member needs and consistently provide complete and accurate advice and solutions for insurance products and services. Maintain required Property & Casualty (P&C) licenses and state registrations. What We Are Looking For: High School Diploma or GED equivalent. Currently active Property and Casualty or Personal Lines license in your current state of residence/or state of hire and ability to acquire additional licenses for other states as needed. 1 year of customer service experience in insurance, financial services and/or relevant direct customer service and/or sales experience. Ability to prioritize and multi-task, including navigating through multiple business applications. Benefits: We offer best-in-class benefits to support your 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. Why Choose Us? We value diversity and inclusion in the workplace and are 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.

Created: 2025-07-17