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Customer Service Advisor | Phoenix, AZ, USA

Customer Service AdvisorWhy USAA?At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.The OpportunityAs a dedicated Business Insurance Agent - Mid-level, you will work in an inbound sales environment advising business owners on insurance and risk management, using a full suite of Commercial Insurance Products to address each member and/or non-member’s unique risk profile.You will use knowledge of insurance marketplace, carrier appetite, and leverage underwriter relationships and knowledge of carrier contracts to place coverage for member’s business.On a daily basis you will take incoming calls throughout the day (average 7-10 calls) for business insurance coverage collaborating with other insurance carriers. You will also have outbound follow-up calls with member and non-member customers.USAA provides 13-15 weeks of training so you understand our product offerings and can support each member and/or non-member independently. Training schedule hours are Monday - Friday, 8:00 am-4:30 pm Central time. Work schedule hours are Monday - Friday, 9:30 am-6:00 pm Central time.This position can work remotely in the continental U.S. with occasional business travel. This is a full-time, hourly, non-commission position. What you'll do:•Use a consultative approach to determine customer needs, build rapport, and provide solutions (composed of a la cart combinations of various products and services) based on current products and service offerings.•Build and maintain relationships between members and nonmembers and insurance carriers, exercising technical knowledge effectively and communicating solutions.•Use understanding of compliance and insurance standards and Agency Management Systems to limit agency Errors & Omissions (E&O) exposure through proper documentation.•Classify member’s and/or non-members business and provide accurate risk management and risk mitigation solutions while using knowledge of B2B sales cycles for success.•Research industry trends and evolving regulatory environment (state and national), improving understanding of important technical/financial issues.•Use knowledge of Agency Management Systems/Customer Relations Management (CRM) & multiple carrier Platforms to operate comfortably at an advanced level to appropriately select product and carrier offerings.•Calculate Insurance to Value (ITV) on a wide range of property types and structures including geographic differences and capture custom or unique features within the properties and provide appropriate details to determine accurate replacement values.•Facilitate initial acquisition of business owners, Affluent members, and nonmembers, by gaining an understanding of the members and nonmembers’ risk profile by providing a concierge, white glove, single point of contact service level for members and nonmembers with complex accounts and unique needs.•Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have:•High School Diploma or General Equivalency Diploma.•2 years of insurance sales and service experience and/or experience working in a commercial insurance, high value, or broker agency setting.•Valid Property and Casualty insurance license for home state and/or ability to obtain home state and multistate license within 90 days.•High Net Worth/Private Client Experience and ability to handle sensitive information.•Excellent communication and customer service skills. What sets you apart:•4 or more years of Commercial Lines Insurance experience writing new business. (Not including renewals and/or servicing)•4 or more years working experience quoting and binding directly with the insured.•Experience with Agency Management Systems and/or Salesforce.•Experience working in a Commercial Lines multiple carrier environment.•Experience writing Commercial Lines in multiple states.•Experience working in a call center environment.•Active P&C General Lines License for home state.Compensation range: The salary range for this position is: $54,550.00 - $97,750.00.Compensation: 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 data of the position. The actual salary for this role may vary by location.Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.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.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.For more details on our outstanding benefits, visit our benefits page on USAAjobs.comApplications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.USAA is 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.
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What You Should Know About Customer Service Advisor | Phoenix, AZ, USA, USAA

Looking for a fulfilling role as a Customer Service Advisor? Join USAA in Phoenix, AZ, where we’re dedicated to empowering our members to achieve financial security. As a Customer Service Advisor, you’ll be at the forefront of providing top-notch service to business owners, helping them navigate their insurance needs with confidence. Your daily routine will revolve around advising clients on our extensive Commercial Insurance Products, ensuring they receive personalized service tailored to their unique risk profiles. With an average of 7-10 inbound calls daily, you’ll use your consultative approach to assess customer needs, build rapport, and suggest effective insurance solutions. Plus, we provide an extensive training program—13-15 weeks—to ensure you’re well-equipped to assist members and non-members alike. You’ll collaborate with other insurance carriers and utilize your technical knowledge to present accurate options. The role offers a great work-life balance with a Monday to Friday schedule, allowing remote work from anywhere in the continental U.S. – and yes, occasional business travel may be involved! If you’re a proactive person with excellent communication skills who enjoys solving problems and building relationships, this role might be your next career move at USAA. Join a company where our core values shine through in every interaction, and make a real impact in the lives of our members and their families!

Frequently Asked Questions (FAQs) for Customer Service Advisor | Phoenix, AZ, USA Role at USAA
What are the responsibilities of a Customer Service Advisor at USAA?

As a Customer Service Advisor at USAA, your main responsibilities include advising business owners on insurance and risk management, utilizing a full suite of Commercial Insurance Products. You will take inbound calls, assess customer needs, build rapport, and provide tailored solutions. You'll also maintain relationships between members and insurance carriers, ensuring all processes adhere to compliance and documentation standards.

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What qualifications do I need to become a Customer Service Advisor at USAA?

To qualify for the Customer Service Advisor position at USAA, you need a High School Diploma or equivalent and at least two years of insurance sales and service experience, particularly in a commercial insurance or broker setting. A valid Property and Casualty insurance license is necessary, or you must be willing to obtain it within 90 days. Excellent communication and customer service skills are also required.

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What benefits do Customer Service Advisors receive at USAA?

Customer Service Advisors at USAA enjoy best-in-class benefits that support their physical, financial, and emotional wellness. This includes comprehensive medical, dental, and vision plans, a 401(k) plan, pension, life insurance, paid time off, and various wellness programs. There are also opportunities for career advancement through continued education and training.

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How does the training process work for the Customer Service Advisor role at USAA?

At USAA, the training for Customer Service Advisors spans 13-15 weeks. This comprehensive program is designed to familiarize you with our product offerings and equip you with the necessary skills to independently support members. Training is scheduled Monday to Friday from 8:00 am to 4:30 pm Central time, ensuring you’re prepared to confidently assist clients.

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What is the work schedule like for a Customer Service Advisor at USAA?

The work schedule for a Customer Service Advisor at USAA is Monday to Friday, from 9:30 am to 6:00 pm Central time. This full-time position offers a balance of work and personal life, with the flexibility to work remotely in the continental U.S., along with some occasional business travel.

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Common Interview Questions for Customer Service Advisor | Phoenix, AZ, USA
Can you describe your experience in insurance sales relevant to the Customer Service Advisor role?

Draw upon specific examples where you've successfully sold insurance products or managed client accounts. Focus on metrics like sales growth, customer retention, and any particular challenges you overcame.

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How do you manage customer relationships, especially in high-pressure situations?

Discuss your techniques for maintaining professionalism, such as active listening, empathetic communication, and problem-solving skills, which help to diffuse tense situations and strengthen customer trust.

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What approach do you take when assessing a customer's insurance needs?

Outline your consultative approach, which may include asking open-ended questions to understand client profiles and specific risks, followed by thoughtful recommendations based on their unique situations.

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How do you stay updated on changes in the insurance industry?

Share your strategies for keeping abreast of industry trends, which could include subscribing to insurance newsletters, attending seminars, or participating in relevant online forums and professional groups.

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Can you provide an example of a successful sale and what factors contributed to your success?

Present a specific example, highlighting the client’s background, how you identified their needs, the solutions you proposed, and the impact it had on their business. Metrics or quotes from the client can also enhance your answer.

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How do you approach compliance and documentation in your work?

Emphasize the importance of meticulous attention to detail in documentation and adherence to compliance standards to mitigate errors. Discuss any tools or processes you use to ensure accuracy.

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What experience do you have with Agency Management Systems?

Discuss any specific systems you've used, your level of proficiency, and how you've leveraged technology to improve client interactions or streamline processes in a past role.

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How would you handle a customer who is reluctant to buy insurance?

Explain your strategy for building rapport with hesitant customers. You might focus on understanding their concerns, educating them on the value of the product, and providing tailored solutions that alleviate their doubts.

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What skills do you think are essential for a Customer Service Advisor at USAA?

Emphasize skills like communication, empathy, problem-solving, and a keen understanding of insurance products. Provide examples of how these skills have played a role in your past experiences.

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Why do you want to work at USAA as a Customer Service Advisor?

Highlight USAA’s commitment to the military community, mention its strong values, and share your alignment with their mission to provide exceptional member service, demonstrating genuine interest in being part of their team.

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WHAT WE STAND FOR No matter how many years we’re in business or how many members we serve, our core mission and the values that inspired it never change. Our mission is to stand with our members and be there for them and their families by facili...

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DATE POSTED
April 23, 2025

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