Customer Sales and Service Representative-Membership Relationships
USAA 625 reviews - Annapolis, MD

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We are currently seeking talented Financial Foundations Specialist for our Annapolis, MD facility.
Provides member service and/or facilitates product sales through various channels (e.g., phone, mail, e-mail, face-to-face). Deepens member relationships through needs assessment and solution offerings from USAA products and services.
Gathers information and close on product sales for a suite of services demonstrating advanced skills and knowledge of USAA products and benefits.
Identifies member events to provide integrated solutions on products and close on product sales that meet the members needs and facilitate the members financial security.
Empathizes with members and provide complex and/or integrated solutions to make it easy for members to acquire a USAA product.
In the Financial Center interacts with members face to face to close on integrated product sales.
Responds to and complete member requests.
WORK SCHEDULE: 40 hours sometime during: M-F - 8:00 a.m. -5:30 p.m. / Sat 9:30 a.m.-3:30 p.m.
Minimum Requirements
High School Diploma (or GED).
INSURANCE: internal USAA Financial Foundations member contact experience and/or 1+ years of insurance member contact experience. OR BANKING: internal USAA Financial Foundations member contact experience and/or 1+ years of banking member contact experience.
Ability to work a flexible work schedule. (see hours of work).
Ability to attend 2-4 weeks training in San Antonio, Texas.
Acquisition and maintenance of applicable licenses.
Bachelors degree.
2+ years of customer contact experience in a Financial Services Call Center.
College degree (or currently enrolled or working towards degree).
Recent USAA insurance experience.
Face to face customer service experience.
Sales/acquisition background.
Trained in Homeowner's Insurance.
Current P&C insurance license.
Military knowledge.
Ability to work in a fast paced, environment with minimal desk time.
Ability to work a flexible work schedule. (see hours of work).
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.
Share our pride. Join our mission.
As a Fortune 200 financial services organization, 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 by providing a full range of financial services and products. Headquartered on a showcase campus in San Antonio, TX, USAA attributes its long-standing success to its most valuable resource, our 26,000 employees. They are the heart and soul of our member-service culture.
Recently Ranked #17 in Fortune's 100 Best Companies to Work For in 2014 and marking our fifth straight year in the list's Top 50, we are proud to receive consistently outstanding awards and ratings for member service, employee well-being and financial strength. 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.
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.
Relocation assistance is not available for this position.
Qualified applicants must successfully complete a pre-employment background and drug screen.
USAA is an EEO/AA Employer - all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status or other status protected by law. 8:00am-5:30pm M-F; 9:30am - 3:30pm Sat

About this company
625 reviews
USAA has a decidedly military bearing. The mutual insurance company serves 8.4 million member customers, primarily military personnel,...