Let’s get started
By clicking ‘Next’, I agree to the Terms of Service
and Privacy Policy, and consent to receive emails from Rise
Jobs / Job page
Customer Service Advisor | Phoenix, AZ, USA image - Rise Careers
Job details

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.
USAA Glassdoor Company Review
3.5 Glassdoor star iconGlassdoor star iconGlassdoor star icon Glassdoor star icon Glassdoor star icon
USAA DE&I Review
No rating Glassdoor star iconGlassdoor star iconGlassdoor star iconGlassdoor star iconGlassdoor star icon
CEO of USAA
USAA CEO photo
Wayne Peacock
Approve of CEO

Average salary estimate

Estimate provided by employer
$18 / HOURLY (est.)
min
max
$18
$18

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

Similar Jobs
Photo of the Rise User
Posted 11 days ago

Join USAA as a Media and Social Marketing Manager Lead to drive strategic marketing initiatives and ensure compliance within a dynamic marketing operations team.

Photo of the Rise User
Posted 11 days ago

Join USAA as a Senior Media and Social Marketing Manager to lead marketing campaign execution and risk management for the military community.

Photo of the Rise User

Toast seeks a proactive Associate Support Analyst to enhance Salesforce support and user collaboration in a fully remote setting.

Photo of the Rise User
Posted 13 days ago
Customer-Centric
Rapid Growth
Diversity of Opinions
Reward & Recognition
Friends Outside of Work
Inclusive & Diverse
Empathetic
Feedback Forward
Work/Life Harmony
Casual Dress Code
Startup Mindset
Collaboration over Competition
Fast-Paced
Growth & Learning
Open Door Policy
Rise from Within
Maternity Leave
Paternity Leave
Flex-Friendly
Family Coverage (Insurance)
Medical Insurance
Dental Insurance
Vision Insurance
Mental Health Resources
Life insurance
Disability Insurance
Health Savings Account (HSA)
Flexible Spending Account (FSA)
401K Matching
Paid Holidays
Paid Sick Days
Paid Time-Off

Join our team as an Itinerary Assistant in Atlanta, where your communication skills and customer engagement will be key to enhancing experiences and driving sales.

Photo of the Rise User

Join Jane's mission to enhance the healthcare experience through exceptional customer service as a Remote Real-Time Support Operations Specialist.

Posted 14 days ago

Seeking an RN Navigator to join Marian Regional Medical Center and provide essential support to patients in navigating their healthcare journey.

Posted 3 days ago

Join Dignity Health as a Patient Services Associate II, where you will be the frontline support ensuring seamless communication and patient care.

Posted 11 days ago

Join Fresenius Medical Care as a Patient Care Technician and make a meaningful difference in the lives of patients with kidney disease.

Photo of the Rise User
Domino's Hybrid 4025 A Street SE, Suite 103, Auburn, WA
Posted 12 days ago

Join Team Seattle Domino’s as an Assistant Manager and help create a collaborative and engaging environment while developing leadership skills.

Cambridge Senior Living is looking for compassionate Certified Medication Techs to provide exceptional care in their updated nursing facility.

Chrysalis seeks a dedicated Client Advocate to support and empower survivors of domestic violence in their emergency shelter in Phoenix, AZ.

Photo of the Rise User

Join Enhabit Home Health & Hospice as a Physical Therapy Assistant, where you can shape a better future for patients in home health care.

Join Kestra as an ASSURE Patient Specialist and contribute to life-changing patient care with cutting-edge wearable technology.

Join CommonSpirit Health as a Registered Nurse in their innovative surgical unit, where your skills can thrive in a collaborative environment.

UNAVAILABLE Hybrid SAN LUIS OBISPO
Posted 9 days ago

Join the esteemed French Hospital Medical Center as a Licensed Vocational Nurse to provide exceptional patient care in a supportive environment.

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...

315 jobs
MATCH
VIEW MATCH
FUNDING
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
EMPLOYMENT TYPE
Full-time, remote
DATE POSTED
April 23, 2025

Subscribe to Rise newsletter

Risa star 🔮 Hi, I'm Risa! Your AI
Career Copilot
Want to see a list of jobs tailored to
you, just ask me below!
LATEST ACTIVITY
Photo of the Rise User
Someone from OH, Cincinnati just viewed Educational Consultant at ClassDojo
Photo of the Rise User
Someone from OH, Cleveland just viewed Sales Associate (Sur La Table) at CSC Generation