Financial Foundations Associate - Property and Casualty Insurance
USAA - Tampa, FL

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Share our pride. Join our mission. USAA is currently seeking talented Financial Foundations

Associate - Property & Casualty Insurance for our October 2013 training class in our Tampa, FL location.

As a Financial Foundations Associate - Property & Casualty Insurance for USAA, you will provide member service and/or facilitate product acquisition through various channels (e.g. phone, e-mail, fax). Gather information and close on product sales demonstrating intermediate skills and knowledge of USAA products and benefits. Identify member events to provide solutions on products and close on product sales that meet the member's needs and facilitate the member's financial security. Empathize with members and provide offers & solutions to make it easy for members to acquire a USAA product.

Work location will be: 3608 Queen Palm Drive Tampa, FL 33619.

  • Acquires and demonstrates proficiency in applying intermediate knowledge of products, services, and processes.
  • Acquires and demonstrates proficiency in applying intermediate product acquisition and/or member service techniques.
  • Acquires and demonstrates proficiency in applying intermediate referral skills and relationship building with members by understanding life events and learning the multi-company product opportunities.
  • Seeks guidance from team members to resolve issues and to identify appropriate issues for escalation.
  • Specific product knowledge includes Auto Issue, Renters, and Valuable Personal Property.
Training Hours
  • NOTE: Training will be at our main campus located at 17200 Commerce Park Blvd, Tampa, FL 33647.
  • You must successfully complete a training program. USAA training programs include classroom instruction, computer-based lessons, instructor-led activities and systems simulations.
  • Training schedule is Monday through Friday 8:00am - 4:30pm.
  • Training lasts for approximately 14 weeks; this includes New Employee Orientation, Licensing and Pipeline training as well as On-the-job-training.
  • Licensing training is provided. You must obtain your license within 3 testing attempts (paid for by USAA).
  • Employees attending training are expected to meet USAA's established standards for performance, attendance and conduct.
Work schedule
  • Availability to work 40 hrs Monday to Saturday to include a permanent Saturday schedule between 7:30am-6:00pm, approximately four months from hire.
  • A 30 percent Shift Premium pay would apply to work hours scheduled after 6pm, M-F & Saturdays.
  • NOTE: All Saturday work will take place at our main campus located at 17200 Commerce Park Blvd, Tampa, FL 33647.
Minimum Requirements
  • High School diploma or equivalent.
  • 2 years of customer contact experience in sales, military service, or call center environment OR Bachelors degree.
  • 1 plus years experience multi-tasking in a Windows operating system environment.
  • 1 year frequent (e.g., daily) communications with customers via telephone, e-mail and/or face-to-face.
  • Agent's license or ability to obtain within a designated number of attempts.
  • 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.

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.

Relocation assistance is not available for this position.

Qualified applicants must successfully complete a pre-employment background and drug screen.

USAA is an Equal Opportunity/Affirmative Action Employer.

Percentage of Travel:

Relocation Approved:

Work Days:

Work Hours:
7:30am - 6:00pm

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