Mid-Level Life Solutions Specialist - Plano - Flexible Work Environment (PLANO)
Plano, TX jobs
Why USAA?
Please read the following job description thoroughly to ensure you are the right fit for this role before applying.
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 Opportunity
The Mid-Level Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand.
We offer a flexible work environment that requires an individual to be in the office 5 days per week. This position can be based at the Plano, TX Campus . Relocation assistance is not available for this position.
What you'll do:
Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes, and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items.
Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information.
Uncovers and recognizes life events, understands and assesses the member's needs, financial situation, and goals.
Develops and understands appropriate life insurance strategies based on individual member needs. Provides intermediate protection planning advice, including insurance protection, estate planning and enhanced solutions like long term care products.
Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department.
Motivates member to take action on recommendation(s) and resolves objections using intermediate sales techniques and intermediate persuasion skills. Implements recommendation(s).
Monitors legislative initiatives that may impact economy, society, and personal financial situation.
Educates membership on implications of economic, industry trends and tax law changes, as well as USAA's
products and services.
May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed.
Serves as a resource to less experienced team members on escalated issues of a routine nature.
Guides and influences less experienced team members.
Work Hours:
Monday Friday / 7:30am 7:00pm (Central)
An 8 hour shift will fall within these hours
This role is required to be in office, with potential hybrid opportunity after 6 months.
What you have:
High School diploma or GED
Required maintenance of Life/Health license
Required annual completion of AHIP and Broker/Carrier appointments when applicable.
2 years of financial industry and/or life sales experience
Experience delivering frequent written and oral communication
Experience acquiring and applying new concepts and information
Experience processing and analyzing information
Experience fulfilling requests and meeting deadlines
Experience resolving conflict and negotiating
Experience multi-tasking in an operating systems environment
Experience participating in or leading teams
Successful completion of a job-related assessment may be required
What sets you apart:
4+ years experience working in Sales with life insurance
1+ years experience working in a call center environment
CLU - Chartered Life Underwriter or comparable designation
US military experience through military service or a military spouse/domestic partner
Compensation range: The salary range for this position is: $66,340 - $111,940
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
Applications 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. xevrcyc
Remote working/work at home options are available for this role.
Part-Time Customer Service Assistant (Bank CSA) / Req
Portsmouth, VA jobs
Customer Service Assistant I (CSA) - Part-Time
Department: Branch Administration
Reports to: Branch Manager/Assistant Branch Manager
Supervises: None
Status: Part Time - 29 hours per week /Non-exempt / On-Site Only
Must already be authorized to work in the United States. Relocation is not provided.
Partners Bank is a rapidly growing community bank with operations in Maine and New Hampshire that has established superior service level expectations. We offer generous compensation and benefits while fostering opportunities for growth and flexible work schedules when appropriate.
Summary for Part-Time Customer Service Assistant (CSA):
Perform a variety of teller and customer service duties as needed.
Highly proficient in the processing of teller transactions, and able to complete basic customer service-related tasks such as opening routine checking, savings and certificate of deposit accounts, processing account maintenance, etc.
Working within established guidelines, policies and procedures, the CSA will sell and service all deposit accounts, handle various customer inquiries and provide prompt problem resolution.
Strong knowledge of the Bank's various deposit and electronic banking products and services is required.
Using needs-based sales techniques, uncovers referral opportunities and recommends appropriate products and service to meet customers' needs.
Job Requirements for Part-Time Customer Service Assistant (CSA):
Minimum of one year of teller or customer service banking experience in a branch or call center environment.
Strong sales, service, interpersonal and communication skills.
Interacts well with others and enjoys working with a variety of people in a team environment.
Strong organizational, technical and computer skills.
Adapt well to change and is able to effectively multitask.
Strong knowledge of teller and customer service processes, policies, guidelines and procedures.
Satisfactory product knowledge of banking products and service with ability for further development.
Specific Job Functions for Part-Time Customer Service Assistant (CSA):
Highly proficient in the processing of various teller transactions and routine customer service related tasks and functions.
Able to identify cross sell opportunities and respond to various customers' inquiries to recommend appropriate products or solutions to meet their needs.
Able to open basic deposit accounts, assist with electronic banking inquiries, services and functionality, complete account maintenance and make referrals to other lines of business, etc.
Maintain and balance a cash drawer accurately and efficiently.
Provide a high level of service to customers, coworkers and team members.
Understands and follow various policies, guidelines and procedures including security, compliance and operations.
Participate in on-going job related training programs including but not limited to sales, service, compliance and product knowledge.
Perform additional duties as required.
This for the Part-Time customer Service Assistant describes the essential functions and qualifications of the job described. It is not an exhaustive statement of all the duties, responsibilities, or qualifications of the job. This document is not intended to exclude modifications consistent with providing reasonable accommodations for a disability. This is not a contract.
Your signature will indicate that you have read this Job Description and understand the essential functions and qualifications for the job.
Our generous benefits are listed on our website: Partners.bank/about/careers/
PI5d9c3c55dc8a-4263
Customer Service Advisor
Tempe, AZ jobs
Why 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 Opportunity
It is all about learning and growing.
Our Licensed Insurance Customer Service role may be a new career for you. There's a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid six-month training program includes all training materials, class discussions, hands-on training, e-learning modules, and the instructor led guidance will help you to support our membership independently. We also pay for all licensing costs! We have new training classes starting every month.
Our in-office development program provides you the training you need on USAA products and the encouragement to create a proactive and independent support style to service our membership. After six months in-office, you'll have the opportunity to work offsite 2 days a week. The actual onsite days are settled between each employee and their manager. Work schedules will vary and may include some weekends. Military veterans and spouses are highly encouraged to apply. Relocation assistance is not available for this position.
For new hires starting in September, October and November we are offering a signing bonus of $2,000. The signing bonus is paid in one installment after 45 days of employment.
We are currently seeking dedicated Property & Casualty (P&C) active producer/agents with an ACTIVE P&C producer agent license to work in our Phoenix office. This schedule requires working evenings until 8:30PM Local Time to include a permanent Saturday or Sunday. This role include a shift differential of 15% for hours worked after 6:00pm Local Time and any hours worked on Saturday or Sunday.
As a Licensed Insurance Customer Service Representative, you'll work within defined guidelines and framework, to provide customer service, sales, and retention activities for one or more of USAA's Property & Casualty personal line products. You will interact with our members across multiple contact channels (i.e. inbound phone calls, email, chat, social media, etc.) to provide adequate coverage and advice to help ensure members' financial security.
What you'll 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 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. Also, maintain respective trailing documents for all states.
Identify, assess and understand member needs and consistently provide complete and accurate advice and solutions for insurance products and services. Provide detailed issue diagnosis while minimizing transfers, escalations and call backs.
Efficiently operate in a contact center environment and navigate multiple systems/programs while maintaining an engaging member interaction that occurs across multiple channels.
Maintain required Property & Casualty (P&C) licenses and state registrations.
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 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
What sets you apart:
US military experience through military service or a military spouse/domestic partner
Prior experience in a fast-paced contact center environment
Compensation range: The hiring range for this position is: $47,529 - $50,029.
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.com
Applications 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.
Auto-ApplyGenesys Contact Center Specialist
Plano, TX jobs
Please share your updated resume - *******************************.
CCaaS USCAN Functional Implementation Consultation
VISA - Any Visa Except CPT
Job description
Responsibilities
Requirements Gathering
oCollaborate with stakeholders to understand business processes customer service workflows and pain points
oUnderstand caller profiles and their intentobjectivesneeds when making a call
oAnalyze call data and statistics from Avaya system to inform future design
oCollaborate with marketing and branding team to understand their key design and messaging considerations
oIdentify caller touch points call center chat social media email my GEHCcom mobile app text media blending
Solution Design
oDemonstrate Genesys capabilities and features along with best practices and use of AI for a modern customer experience
oPresent design choices of flows menus and routing logic and help select the most appropriate option
oOptimize design and automation to reduce wait times and improve customer experience
oPropose functionality to drive self service and reduce need for interaction with a live agent
oConsider integrations with CRM and other systems to streamline the process and provide an omnichannel experience
Testing and Validation Planning
oDefine and document test cases and validation steps
oSelect testers and articulate testing expectations
oBuild test execution plan and defect tracking process
Documentation and training
oDocument design and propose a process for keeping the documentation up to date as the system evolves
oCreate training material SOPs Knowledge articles for users and functional owners
oDefine KPIs and ways to ensure customer satisfaction with the experience
Qualifications
Official Genesys implementation partner with relevant certifications
5 years Genesys design and implementation experience
Experience designing call systems for B2B
Prior experience incorporating marketingbrand identity in caller experience
Industry experience
Proven experience with documentation and training material
References of prior implementations
US hours availability
Skills
Mandatory Skills : Genesys Contact-Center,Avaya Collaboration Suite,Cisco Webex,NICE Contact Center
Customer Service Advisor
Phoenix, AZ jobs
Why 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 Opportunity
It is all about learning and growing. Our Bank Customer Service role may be a new career for you. There's a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid three-month training program includes all training materials, class discussions, hands-on training, and e-learning modules. Our in-office development program provides the training you need and the encouragement to create a proactive and independent support style to service our membership.
We are currently seeking dedicated professionals to work in our Phoenix office for future bank customer service and sales opportunities in 2026. The office is located on Norterra Dr. (Happy Valley) and I-17. We have various schedules ranging from 6:00 am to 10:00 pm local time. These roles include a shift differential of 15% for any weekday hours worked after 6:00 pm and any hours worked on Saturday or Sunday. Weekly work schedules vary and will include one weekend day. We have new training classes starting every month. Military veterans and spouses are highly encouraged to apply. Relocation assistance is not available for this position.
As a Bank Customer Service Representative, you'll work within defined guidelines to facilitate the financial security of members through needs-based sales and service conversations on a single Banking line of business or product set (for example; deposits, credit cards, and website customer support). In this role, you will make a difference to our members as you identify immediate and underlying financial needs and respond with relevant solutions through offering USAA Banking products and services.
What you'll do:
Handle inbound member calls in a fast-paced contact center environment
Use effective communication probing questions and critical thinking skills to identify member needs and provide relevant solutions which may include offering banking products
Efficiently navigate multiple systems and programs while maintaining an engaging member interaction that may occur across multiple channels.
Develop banking product knowledge to attract new members and expand relationships with current members through product acquisition
Advise and educate members on available USAA digital tools and resources to improve the user experience
Provide outstanding member service by demonstrating empathy, active listening, and professionalism
Apply strong time and call management skills in assisting members with banking needs
Embrace continuous improvement and development through coaching and collaboration with manager and team members
What you have:
High School Diploma OR GED
Ability to provide outstanding customer service for our members by communicating clearly and professionally by phone or email to process banking requests and provide information on banking products
Ability to prioritize and multi-task while navigating through multiple business applications
Strong interpersonal and communication skills
Successful completion of a job-related assessment is required
What sets you apart:
US military experience through military service or a military spouse/domestic partner
1 year of customer contact experience in a needs-based sales environment
Prior experience in a fast-paced contact center environment
6 months experience frequently communicating (minimum 60 percent of the time) with customers by phone
Compensation range: The hiring range for this position is: $43,680.00 - 44,680.00
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.com
Applications 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.
Auto-ApplyCybersecurity GRC Specialist
Irvine, CA jobs
Who We Are
Through our service brands Hyundai Motor Finance, Genesis Finance, and Kia Finance, Hyundai Capital America offers a wide range of financial products tailored to meet the needs of Hyundai, Genesis, and Kia customers and dealerships. We provide vehicle financing, leasing, subscription, and insurance solutions to over 2 million consumers and businesses. Embodying our commitment to grow, innovate, and diversify, we strive to reimagine the customer and dealer experience and launch innovative new products that broaden our market reach. We believe that success comes from within and are proud to support our team members through skill development and career advancement. Hyundai Capital America is an Equal Opportunity Employer committed to creating a diverse and inclusive culture for our workforce. We are a values-driven company dedicated to supporting both internal and external communities through volunteering, philanthropy, and the empowerment of our Employee Resource Groups. Together, we strive to be the leader in financing freedom of movement.
We Take Care of Our People
Along with competitive pay, as an employee of HCA, you are eligible for the following benefits:
Medical, Dental and Vision plans that include no-cost and low-cost plan options
Immediate 401(k) matching and vesting
Vehicle purchase and lease discounts plus monthly vehicle allowances
Paid Volunteer Time Off with company donation to a charity of your choice
Tuition reimbursement
What to Expect
The Cybersecurity Governance Manager plays a critical role in the organization's second line of defense, ensuring policies, governance frameworks, and regulatory adherence in cybersecurity governance, risk and compliance across the organization. This role establishes oversight mechanisms, monitors compliance with industry regulations, and ensures access-related risks are effectively managed. In addition, this role ensures governance and compliance strategies are aligned with business objectives and security standards.
What You Will Do
1. Cybersecurity Governance and Risk Management
Manage, maintain and enforce security policies, standards and guidelines related to Cybersecurity governance processes.
Develop, implement, maintain and execute a Cybersecurity Risk Register, Policy Risk Exception Process, and Procedures.
Conduct risk assessments and impact analyses to identify risks, manage remediations, to ensure compliance across business systems, IT Infrastructure, and network operating environments.
2. Cybersecurity Risk Assessment
Perform Global Integrated Security Framework (GSIF) assessments, monitor and ensure remediations are following GSIF ISO 27001 standards across cross-functional departments.
Collaborate with Cybersecurity Risk Management, Cybersecurity Engineering Operations, and IT to ensure security best practices are integrated within each project and system deployment.
Cybersecurity Governance and Risk Reporting
Develop metrics and reporting for senior management and stakeholders that identify security risks and provide actionable insights to address gaps.
Develop and maintain the governance mechanisms and automation tools track the Risk Register, and compliance status across the organization.
Develop and maintain dashboards and regular reporting to manage management performance metrics, risk metrics.
Qualifications
What You Will Bring
Minimum 5-7 years progressive experience in cybersecurity governance, risk management, or compliance within financial services with a deep understanding of the IT systems.
Bachelor's degree in Cybersecurity, Information Security, Risk Management or a related field
Master's degree a plus.
Certifications such as CISSP, CISM, CRISC, CGEIT, CISA, and ITIL are highly desirable.
Working knowledge of Cybersecurity risk management frameworks, Governance, Risk, and Compliance process, IT general controls (e.g. asset classification, risk assessments, vulnerability and threat analysis, risk treatment, audit controls and remediation, vendor risk management, and IT risk management & reporting).
Working knowledge of Information Security & Risk Frameworks including ISO 27001/2, ISO 31000:2009, ISO 27005:2008; NIST Special Publications and Methodologies (e.g. SP800-12, 30, 37, 39, 53,150, 161).
Working knowledge of California Consumer Privacy Act (CCPA), Gramm-Leach-Bliley Act (GLBA), NYDFS Cybersecurity Regulation, PCI-DSS, FFIEC, SOX, and other relevant laws and regulations.
Basic understanding of financial regulatory frameworks and cybersecurity best practices.
Ability to communicate complex security concepts to business leaders and technical teams.
Work Environment
Employees in this class are subject to extended periods of sitting, standing and walking, and using a computer. Work is performed in an office environment.
The posted salary range for this job takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; geographic location, and other business and organizational needs. Successful candidates may be hired anywhere in the salary range based on these factors. It is uncommon to hire candidates at or near the top of the range.
California Privacy Notice
This notice only applies to our applicants who reside in the State of California.
The latest version of our Privacy Policy can be found here. This Privacy Policy provides you with notice, at or before the point of collection, about the categories of personal information to be collected from you, the purposes for which your personal information is collected or used, and whether that information is sold or shared, so that you can exercise meaningful control over our use of your personal information. We are providing this notice to comply with the California Consumer Privacy Act of 2018, as amended as amended by the California Privacy Rights Act of 2020 (“CCPA”).
If you have any questions about CCPA regarding California residents or HCA team members, please contact the Privacy Team at Privacy2@hcs.com.
Primary Location: United States-California-Irvine
Work Locations: Headquarters 1 3161 Michelson Dr. Ste 1900, Irvine 92612
Job: Information Security
Job Type: Regular
Overtime Status: Exempt
Schedule: Full-time
Minimum Salary: $92,500.00
Maximum Salary: $143,500.00
Customer Service - Bank
Paradise Valley, AZ jobs
Why 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 Opportunity
It is all about learning and growing. Our Bank Customer Service role may be a new career for you. There's a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid three-month training program includes all training materials, class discussions, hands-on training, and e-learning modules. Our in-office development program provides the training you need and the encouragement to create a proactive and independent support style to service our membership.
We are currently seeking dedicated professionals to work in our Phoenix office for future bank customer service and sales opportunities in 2026. The office is located on Norterra Dr. (Happy Valley) and I-17. We have various schedules ranging from 6:00 am to 10:00 pm local time. These roles include a shift differential of 15% for any weekday hours worked after 6:00 pm and any hours worked on Saturday or Sunday. Weekly work schedules vary and will include one weekend day. We have new training classes starting every month. Military veterans and spouses are highly encouraged to apply. Relocation assistance is not available for this position.
As a Bank Customer Service Representative, you'll work within defined guidelines to facilitate the financial security of members through needs-based sales and service conversations on a single Banking line of business or product set (for example; deposits, credit cards, and website customer support). In this role, you will make a difference to our members as you identify immediate and underlying financial needs and respond with relevant solutions through offering USAA Banking products and services.
What you'll do:
Handle inbound member calls in a fast-paced contact center environment
Use effective communication probing questions and critical thinking skills to identify member needs and provide relevant solutions which may include offering banking products
Efficiently navigate multiple systems and programs while maintaining an engaging member interaction that may occur across multiple channels.
Develop banking product knowledge to attract new members and expand relationships with current members through product acquisition
Advise and educate members on available USAA digital tools and resources to improve the user experience
Provide outstanding member service by demonstrating empathy, active listening, and professionalism
Apply strong time and call management skills in assisting members with banking needs
Embrace continuous improvement and development through coaching and collaboration with manager and team members
What you have:
High School Diploma OR GED
Ability to provide outstanding customer service for our members by communicating clearly and professionally by phone or email to process banking requests and provide information on banking products
Ability to prioritize and multi-task while navigating through multiple business applications
Strong interpersonal and communication skills
Successful completion of a job-related assessment is required
What sets you apart:
US military experience through military service or a military spouse/domestic partner
1 year of customer contact experience in a needs-based sales environment
Prior experience in a fast-paced contact center environment
6 months experience frequently communicating (minimum 60 percent of the time) with customers by phone
Compensation range: The hiring range for this position is: $43,680.00 - 44,680.00
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.com
Applications 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.
Auto-ApplyCustomer Service - Bank
Tempe, AZ jobs
Why 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 Opportunity
It is all about learning and growing. Our Bank Customer Service role may be a new career for you. There's a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid three-month training program includes all training materials, class discussions, hands-on training, and e-learning modules. Our in-office development program provides the training you need and the encouragement to create a proactive and independent support style to service our membership.
We are currently seeking dedicated professionals to work in our Phoenix office for future bank customer service and sales opportunities in 2026. The office is located on Norterra Dr. (Happy Valley) and I-17. We have various schedules ranging from 6:00 am to 10:00 pm local time. These roles include a shift differential of 15% for any weekday hours worked after 6:00 pm and any hours worked on Saturday or Sunday. Weekly work schedules vary and will include one weekend day. We have new training classes starting every month. Military veterans and spouses are highly encouraged to apply. Relocation assistance is not available for this position.
As a Bank Customer Service Representative, you'll work within defined guidelines to facilitate the financial security of members through needs-based sales and service conversations on a single Banking line of business or product set (for example; deposits, credit cards, and website customer support). In this role, you will make a difference to our members as you identify immediate and underlying financial needs and respond with relevant solutions through offering USAA Banking products and services.
What you'll do:
Handle inbound member calls in a fast-paced contact center environment
Use effective communication probing questions and critical thinking skills to identify member needs and provide relevant solutions which may include offering banking products
Efficiently navigate multiple systems and programs while maintaining an engaging member interaction that may occur across multiple channels.
Develop banking product knowledge to attract new members and expand relationships with current members through product acquisition
Advise and educate members on available USAA digital tools and resources to improve the user experience
Provide outstanding member service by demonstrating empathy, active listening, and professionalism
Apply strong time and call management skills in assisting members with banking needs
Embrace continuous improvement and development through coaching and collaboration with manager and team members
What you have:
High School Diploma OR GED
Ability to provide outstanding customer service for our members by communicating clearly and professionally by phone or email to process banking requests and provide information on banking products
Ability to prioritize and multi-task while navigating through multiple business applications
Strong interpersonal and communication skills
Successful completion of a job-related assessment is required
What sets you apart:
US military experience through military service or a military spouse/domestic partner
1 year of customer contact experience in a needs-based sales environment
Prior experience in a fast-paced contact center environment
6 months experience frequently communicating (minimum 60 percent of the time) with customers by phone
Compensation range: The hiring range for this position is: $43,680.00 - 44,680.00
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.com
Applications 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.
Auto-ApplyMid-Level Life Solutions Specialist - Plano
Plano, TX jobs
Why 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 Opportunity
The Mid-Level Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members' individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand.
We offer a flexible work environment that requires an individual to be in the office 5 days per week. This position can be based at the Plano, TX Campus . Relocation assistance is not available for this position.
What you'll do:
Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes, and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items.
Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information.
Uncovers and recognizes life events, understands and assesses the member's needs, financial situation, and goals.
Develops and understands appropriate life insurance strategies based on individual member needs. Provides intermediate protection planning advice, including insurance protection, estate planning and enhanced solutions like long term care products.
Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department.
Motivates member to take action on recommendation(s) and resolves objections using intermediate sales techniques and intermediate persuasion skills. Implements recommendation(s).
Monitors legislative initiatives that may impact economy, society, and personal financial situation.
Educates membership on implications of economic, industry trends and tax law changes, as well as USAA's
products and services.
May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed.
Serves as a resource to less experienced team members on escalated issues of a routine nature.
Guides and influences less experienced team members.
Work Hours:
Monday - Friday / 7:30am - 7:00pm (Central)
An 8 hour shift will fall within these hours
This role is required to be in office, with potential hybrid opportunity after 6 months.
What you have:
High School diploma or GED
Required maintenance of Life/Health license
Required annual completion of AHIP and Broker/Carrier appointments when applicable.
2 years of financial industry and/or life sales experience
Experience delivering frequent written and oral communication
Experience acquiring and applying new concepts and information
Experience processing and analyzing information
Experience fulfilling requests and meeting deadlines
Experience resolving conflict and negotiating
Experience multi-tasking in an operating systems environment
Experience participating in or leading teams
Successful completion of a job-related assessment may be required
What sets you apart:
4+ years experience working in Sales with life insurance
1+ years experience working in a call center environment
CLU - Chartered Life Underwriter or comparable designation
US military experience through military service or a military spouse/domestic partner
Compensation range: The salary range for this position is: $66,340 - $111,940
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.com
Applications 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.
Auto-ApplyCustomer Service - Bank
Scottsdale, AZ jobs
Why 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 Opportunity
It is all about learning and growing. Our Bank Customer Service role may be a new career for you. There's a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid three-month training program includes all training materials, class discussions, hands-on training, and e-learning modules. Our in-office development program provides the training you need and the encouragement to create a proactive and independent support style to service our membership.
We are currently seeking dedicated professionals to work in our Phoenix office for future bank customer service and sales opportunities in 2026. The office is located on Norterra Dr. (Happy Valley) and I-17. We have various schedules ranging from 6:00 am to 10:00 pm local time. These roles include a shift differential of 15% for any weekday hours worked after 6:00 pm and any hours worked on Saturday or Sunday. Weekly work schedules vary and will include one weekend day. We have new training classes starting every month. Military veterans and spouses are highly encouraged to apply. Relocation assistance is not available for this position.
As a Bank Customer Service Representative, you'll work within defined guidelines to facilitate the financial security of members through needs-based sales and service conversations on a single Banking line of business or product set (for example; deposits, credit cards, and website customer support). In this role, you will make a difference to our members as you identify immediate and underlying financial needs and respond with relevant solutions through offering USAA Banking products and services.
What you'll do:
Handle inbound member calls in a fast-paced contact center environment
Use effective communication probing questions and critical thinking skills to identify member needs and provide relevant solutions which may include offering banking products
Efficiently navigate multiple systems and programs while maintaining an engaging member interaction that may occur across multiple channels.
Develop banking product knowledge to attract new members and expand relationships with current members through product acquisition
Advise and educate members on available USAA digital tools and resources to improve the user experience
Provide outstanding member service by demonstrating empathy, active listening, and professionalism
Apply strong time and call management skills in assisting members with banking needs
Embrace continuous improvement and development through coaching and collaboration with manager and team members
What you have:
High School Diploma OR GED
Ability to provide outstanding customer service for our members by communicating clearly and professionally by phone or email to process banking requests and provide information on banking products
Ability to prioritize and multi-task while navigating through multiple business applications
Strong interpersonal and communication skills
Successful completion of a job-related assessment is required
What sets you apart:
US military experience through military service or a military spouse/domestic partner
1 year of customer contact experience in a needs-based sales environment
Prior experience in a fast-paced contact center environment
6 months experience frequently communicating (minimum 60 percent of the time) with customers by phone
Compensation range: The hiring range for this position is: $43,680.00 - 44,680.00
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.com
Applications 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.
Auto-ApplyIntermediate Life Solutions Specialist - Plano
Plano, TX jobs
Why 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 Opportunity
The Intermediate Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members' individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand.
We offer a flexible work environment that requires an individual to be in the office 5 days per week. This position can be based on the Plano, TX Campus . Relocation assistance is not available for this position.
What you'll do:
Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes, and video telephony. Special Acquisitions team employees will primarily place outbound calls triggered from underwriting work items. Life Regulatory team employees respond to specific regulatory/business needs as directed by policies and procedures.
Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information. Life Regulatory team employees ask specific questions, often scripted, as needed to complete regulatory requirements and document relevant information.
Uncovers and recognizes life events, understands and assesses the member's needs, financial situation, and goals. Assesses member financial situation and goals. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
Develops and communicates appropriate life insurance strategies based on individual member needs. Provides foundational protection planning advice, including insurance protection. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
Motivates member to take action on recommendation(s) and resolves objections using foundational sales techniques and foundational persuasion skills. Implements recommendation(s).
Monitors legislative initiatives that may impact economy, society, and personal financial situation.
Educates membership on implications of economic, investment market and industry trends and tax law changes, as well as USAA's products and services.
May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed.
Collaborates with team members to resolve issues and to identify appropriate issues for escalation.
Work Hours:
Monday - Friday / 7:30am - 7:00pm (Central)
An 8 hour shift will fall within these hours
This role is required to be in office, with potential hybrid opportunity after 6 months.
What you have:
High School diploma or GED
Required maintenance of Life/Health license
Required annual completion of AHIP and Broker/Carrier appointments when applicable.
1 year of financial industry and/or life sales experience
Experience delivering frequent written and oral communication
Experience acquiring and applying new concepts and information
Experience processing and analyzing information
Experience fulfilling requests and meeting deadlines
Experience resolving conflict and negotiating
Experience multi-tasking in an operating systems environment
Experience participating in a team environment
Successful completion of a job-related assessment may be required
What sets you apart:
2+ years experience working in Sales with life insurance
1+ years experience working in a call center environment
CLU - Chartered Life Underwriter or comparable designation
US military experience through military service or a military spouse/domestic partner
Compensation range: The salary range for this position is: $51,340 - $86,630.
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.com
Applications 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.
Auto-ApplyMid-Level Life Solutions Specialist - Phoenix
Phoenix, AZ jobs
Why 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 Opportunity
The Mid-Level Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members' individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand.
We offer a flexible work environment that requires an individual to be in the office 5 days per week. This position can be based at the Phoenix, AZ Campus . Relocation assistance is not available for this position.
What you'll do:
Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes, and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items.
Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information.
Uncovers and recognizes life events, understands and assesses the member's needs, financial situation, and goals.
Develops and understands appropriate life insurance strategies based on individual member needs. Provides intermediate protection planning advice, including insurance protection, estate planning and enhanced solutions like long term care products.
Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department.
Motivates member to take action on recommendation(s) and resolves objections using intermediate sales techniques and intermediate persuasion skills. Implements recommendation(s).
Monitors legislative initiatives that may impact economy, society, and personal financial situation.
Educates membership on implications of economic, industry trends and tax law changes, as well as USAA's
products and services.
May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed.
Serves as a resource to less experienced team members on escalated issues of a routine nature.
Guides and influences less experienced team members.
Work Hours:
Monday - Friday / 6:30am - 6:00pm (MST)
An 8 hour shift will fall within these hours
This role is required to be in office, with potential hybrid opportunity after 6 months.
What you have:
High School diploma or GED
Required maintenance of Life/Health license
Required annual completion of AHIP and Broker/Carrier appointments when applicable.
2 years of financial industry and/or life sales experience
Experience delivering frequent written and oral communication
Experience acquiring and applying new concepts and information
Experience processing and analyzing information
Experience fulfilling requests and meeting deadlines
Experience resolving conflict and negotiating
Experience multi-tasking in an operating systems environment
Experience participating in or leading teams
Successful completion of a job-related assessment may be required
What sets you apart:
4+ years experience working in Sales with life insurance
1+ years experience working in a call center environment
CLU - Chartered Life Underwriter or comparable designation
US military experience through military service or a military spouse/domestic partner
Compensation range: The salary range for this position is: $62,470.00 - $105,420.00.
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.com
Applications 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.
Auto-ApplyClaims Contact Center Representative (Unlicensed)
Phoenix, AZ jobs
Why 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 Opportunity
It is all about learning and growing. Our Customer Service Claims Representative role may be a new career for you. There's a lot to learn, but the pathway is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid four-month training program includes all training materials, licensing costs, class discussions, hands-on training, e-learning modules, and the instructor led guidance will help you to support our members independently. We have new training classes starting every month.
Our in-office development program provides the training you need and the encouragement to create a proactive and independent support style to service our membership. After six months in-office, you'll have the opportunity to work offsite 2 days a week. Military veterans and spouses are highly encouraged to apply. Relocation assistance is not available for this position.
Work schedules will vary and may include some nights and weekends. Schedules are assigned based on business need. Regularly scheduled shift hours that fall between 6 p.m. and 7 a.m. during the week, or between 6 p.m. Friday and 7 a.m. Monday are eligible for shift premium pay.
We are currently seeking dedicated professionals to work in our Phoenix office (1 Norterra Drive, Phoenix, AZ 85085) as a Customer Service Claims Representative. You will be part of an outstanding contact service center, where you will focus on providing claims service to members regarding the initial contact on all Auto or Property First Notice of Loss (FNOL) claims. In addition, you will respond to status inquiries from various parties, document reported losses, set appropriate expectations, provide proactive communications, advice, and empathy to our members.
What you'll do:
Document First Notice of Loss by obtaining relevant information for effective claim investigation. Set up appropriate services, as needed, to proactively move claims forward to the furthest point in the process within scope of role and expectation.
Create loss reports, describe or verify coverage as appropriate, and initiate the most effective method of damage assessment to assign for file handling.
Assist with questions regarding the claims process and set expectations for next steps to help ensure claims are effectively resolved and accurately documented.
Resolve status inquiries and, when appropriate, route to handling adjuster.
Effectively operate in a fast-paced, high-volume, contact center environment taking back-to-back calls and navigating multiple systems and programs while maintaining an engaging member interaction that occurs across multiple communication channels.
Apply strong time management skills by closely adhering to assigned work schedule.
Embrace continuous improvement and development through coaching and collaboration with manager and team members.
Use strong call management skills by assisting members within a timely manner and limiting non-productive time.
May assign or initiate emergency services when required on specific claims.
Support workload surges and catastrophe (CAT) response operations as needed which may include potential weekends, and/or holiday work outside normal work hours.
Work various types of claim loss notices and inquiries, including ones of higher complexity, and may be assigned additional work outside normal duties as needed.
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 GED
Ability to provide exceptional customer service for our members by using active listening, verbal, and written communication skills to communicate clearly, professionally, and empathetically.
Highly developed interpersonal skills to collaborate effectively in a fast-paced team environment.
Ability to prioritize and multi-task while navigating through multiple business applications.
Successful completion of a job-related assessment is required.
May require acquisition and maintenance of insurance adjuster license within 90 days. (USAA provides all materials and licensing fees.)
What sets you apart:
US military experience through military service or a military spouse/domestic partner
Compensation range: The hiring range for this position is: $43,750 to $44,750
#PhoenixHiringEvent
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.com
Applications 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.
Auto-ApplyIntermediate Life Solutions Specialist - Phoenix
Scottsdale, AZ jobs
Why 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 Opportunity
The Intermediate Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members' individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand.
We offer a flexible work environment that requires an individual to be in the office 5 days per week. This position will be based on the Phoenix, AZ. Campus . Relocation assistance is not available for this position.
What you'll do:
Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes, and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items.
Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information.
Uncovers and recognizes life events, understands and assesses the member's needs, financial situation, and goals.
Develops and understands appropriate life insurance strategies based on individual member needs. Provides intermediate protection planning advice, including insurance protection, estate planning and enhanced solutions like long term care products.
Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department.
Motivates member to take action on recommendation(s) and resolves objections using intermediate sales techniques and intermediate persuasion skills. Implements recommendation(s).
Monitors legislative initiatives that may impact economy, society, and personal financial situation.
Educates membership on implications of economic, industry trends and tax law changes, as well as USAA's
products and services.
May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed.
Serves as a resource to less experienced team members on escalated issues of a routine nature.
Guides and influences less experienced team members.
Work Hours:
Monday - Friday / 6:30am - 6:00pm (MST)
An 8 hour shift will fall within these hours
This role is required to be in office, with potential hybrid opportunity after 6 months.
What you have:
High School diploma or GED
Required maintenance of Life/Health license
Required annual completion of AHIP and Broker/Carrier appointments when applicable.
1 year of financial industry and/or life sales experience
Experience delivering frequent written and oral communication
Experience acquiring and applying new concepts and information
Experience processing and analyzing information
Experience fulfilling requests and meeting deadlines
Experience resolving conflict and negotiating
Experience multi-tasking in an operating systems environment
Experience participating in or leading teams
Successful completion of a job-related assessment may be required
What sets you apart:
2+ years experience working in Sales with life insurance
1+ years experience working in a call center environment
CLU - Chartered Life Underwriter or comparable designation
US military experience through military service or a military spouse/domestic partner
Compensation range: The salary range for this position is: $48,340.00 - $81,580.00.
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.com
Applications 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.
Auto-ApplyCall Center Lending Specialist
Vancouver, WA jobs
Columbia CU is a full-service financial institution with $2.3 billion in assets, over 100k members and we pride ourselves in our commitment to “Making Life Better” in the communities we serve. Since 1952, our commitment toward “Making Life Better” has earned us accolades and we are honored to be the recipient of several local community recognitions:
Best of Clark County Award / The Columbian - 2008-2025
Best in Business Award / Vancouver Business Journal - 2013-2024
Corporate Philanthropy Award / Portland Business Journal - 2017-2024
Columbia CU Guiding Principles
Vision: The most trusted, respected, and sought-after financial institution, providing innovative solutions and support for our employees, members, and communities we serve.
Mission: Bringing people together to make life better for themselves and their communities.
Value Proposition: Earning your trust with knowledgeable people and digital options so you can bank “Columbia” how and when you want.
Leadership Philosophy: Leaders at Columbia CU inspire enthusiasm and accountability that drive our mission. Leaders build engagement and communicate honestly and openly. By rallying everyone around our shared vision, Leaders model and expect the best from individuals and teams.
Core Values
People - We have a passion for helping each other and our members.
Community - We have a passion for contributing to the success and growth of the communities we serve.
Financial Wellness - We have a passion for providing the financial education, tools and assistance that create financial wellness and stability for our organization, each other, our members and the communities we serve.
Benefits
Medical, Dental, Vision for employee - eligible the 1st of the month following hire date
Accrued PTO, Accrued Extended Sick Time and 11 Paid Bank Holidays
401k Match- 100% match up to 6% employee contribution
Tuition Assistance
And More!
About The Role
The Call Center Lending Specialist (CCLS) seeks lending opportunities for new and existing Columbia Credit Union members through our remote channels and outbound call programs. CCLS's actively sell credit union products and are committed to providing the highest level of individualized service by always placing the member first. This position works independently with frequent collaboration with departments throughout the credit union to meet our member's needs.
RESPONSIBILITIES:
Initiate conversations with new and existing members to actively solicit new or additional lending products.
Experienced in and ability for meeting personal and team goals.
Initiate conversations with new and existing members to actively solicit new or additional lending products.
Initiate outbound calls or emails to current members.
Originate loan applications for consumer loan products and credit cards.
Maintain up-to-date knowledge on all credit union products and services.
Participate in cross-functional projects, promotions and training.
Respond to loan inquiries initiated through Columbia's remote channels.
Seek cross-sell opportunities to “Make Life Better” for Columbia Credit Union's members.
Display consistent teamwork and collaboration with others within Call Center Lending and other departments throughout the organization.
REQUIREMENTS
Minimum three (3) years previous lending experience with a financial institution.
Current NMLS license or ability to obtain upon hire.
Experienced in and ability to build rapport and sell products and services through remote channels such as phone, email, and chat.
Strong organizational, verbal and written communication skills.
Strong computer skills.
Ability to work effectively independently and within a team.
Ability to work from home.
Must be available to work hours ranging from 8am-8pm Monday through Saturday, as needed.
Occasional travel to Operations Center, with at least one week's notice when allowable.
COMPENSATION
$26.00- $30.00/ hour
+ Commission
Columbia Credit Union follows all required COVID 19 health protocols
Equal Opportunity Employer/AA
Must be 18 or older to apply
Premium Cruise & Custom Vacation Consultant - Sunrise, FL
Sunrise, FL jobs
Salary Range\: $20.00 to $33.05 hourly + bonus + benefits
The above represents the expected hourly pay range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
Competitive base salaries
Bonus incentives
6% Company Match on retirement savings plan
Free financial coaching and financial well-being support
Comprehensive medical, dental, vision, life insurance, and disability benefits
Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
Free and confidential counseling support through our Healthy Minds program
Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site.
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window\: https\://*******************
Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
How will you make an impact in this role?
This is a critical frontline role in our contact center, answering calls from our premium card members in a high-volume environment.
We pride ourselves on delivering a flawless service, as well as creating unique and exclusive experiences for our Platinum Card Members. Our Premium Cruise and Custom Vacation Consultants use their passion for travel to surpass Card Member expectations by designing unforgettable trips and memories for our Platinum Card Members. They are brand ambassadors who take pride in their ability to deliver personalized vacation using our best-in-class service, exclusive programs and premium benefits - inspiring long-term relationships and loyalty along the way.
If you have the desire to create extraordinary vacations for our valued Card Members, you are exactly who we are looking for. Delight Card Members with the unforgettable and unexpected.
As an American Express Premium Cruise and Custom Vacation Consultant, you never know what your day is going to entail. It could be a cruise, custom vacation, honeymoon, or a reunion to name a few. Here's just some of what you will be doing each day:
Deliver world-class customer service in an in-bound, high-volume travel call servicing environment
Using your exceptional consulting skills & industry knowledge to design unique travel & lifestyle experiences by expertly booking cruises, custom vacations, hotels, flights, and transportation arrangements anywhere in the world
Providing reassurance and creating rapport by listening to needs from the initial inquiry to the welcome home greeting
A flair for building long-lasting relationships through exceptional listening and communication
Networking with our destination and supplier partners which will enable you to provide extraordinary, perfectly implemented, experiences
Communicate new and existing product offerings and value propositions relevant to the Card Member
Always put the Card Member's experience at the forefront of everything you do, reinforcing the Membership First ™ approach and earning their dedication
Minimum Qualifications:
Minimum of 1 year of Cruise, Custom Vacations or Agency experience is required
Proficient understanding of world geography and emerging travel destinations
Resilience and composure to remain positive under pressure and in changing circumstances
Strong time management and multi-tasking skills
Positive attitude and outlook, demonstrated through desire to learn, willingness to ‘have-a-go' and optimistic teammate
Natural communicator with the ability to demonstrate listening skills and able to adapt conversation to suit the situation
Technically able and used to using computer applications and personal devices, can navigate PC and basic MS Office easily
Ability to thrive in a results-driven environment, with a healthy desire to meet and exceed goals
Flexibility to work shifts, including evenings and weekends
Hours of Operation (7 days/week):
Monday-Sunday; 8\:00am-11\:00pm ET
Auto-ApplyCall Center - Virtual Member Experience Advisor - Financial Account Specialist
Philadelphia, PA jobs
American Heritage Credit Union, a $5 billion credit union, has an immediate opening available for our new Virtual (Video) Member Experience Advisor Division! This position is based out of our Main office in Northeast Philadelphia!
These advisors will provide a premier level of service to members, clients, and associates of American Heritage Credit Union to enhance the overall member experience. Engage with members/non-members through needs-based/consultative actions via remote and video-based experience.
RESPONSIBILITIES INCLUDE:
Serve as a subject matter expert as it relates to all American Heritage deposit and loan-based products and services.
Serve as a subject matter expert as it relates to American Heritage electronic/mobile offerings which includes but is not limited to: Online/Mobile Teller functionality, Bill Payer, Quick Pay, e-Pay, etc.
Engage members as their financial consultant/advisor using knowledge of the credit union's products/services to provide solutions to their perceived and unperceived needs.
Fulfill lead generation requests submitted via customer relationship management (CRM), Better Lobby, etc.
Open new accounts, certificates of deposit, money market accounts, cash management accounts, IRA's, club accounts, and sharedraft accounts. Complete necessary documentation for ACH and payroll deductions, input mortgage applications and cross-sell products and services to meet member financial needs/goals.
Process loan applications, input data, review loan decisions and options with member, prepare supporting loan documentation, compile loan documents for signature and disbursement ensuring accuracy and completeness of loan, and process denials as necessary.
Process requests for changes and maintenance to member accounts, check orders, debit card requests, etc.
Assist members with how to use self-service technology (eg. PAT, Online/Mobile Teller, Bill Pay, etc.).
Utilize sales tracking systems, member data warehouse programs, as well as other tools/systems (eg. Data Verity, Better Lobby, etc.) to analyze members' engagement with the credit union and educate members in areas of low engagement.
Achieve stated goals/objectives set-forth for positions which includes but is not limited to closed loans, new memberships, e-services penetration, etc.
Provide assistance and backup to all Contact Center advisor positions (PAT, Concierge, Member Advisor, etc.) and access all programs needed to assist the membership accordingly.
QUALIFICATIONS:
Three to five years of similar or related experience. Specifically, at least one year of experience in a call center of a credit union or financial institution.
Associate's Degree in Business Administration or a related field or the equivalent experience required.
Must be flexible and available to work Call Center hours of operation: Monday-Friday 7:00 a.m. to 7:00 p.m. and rotating Saturdays 9:00 a.m. to 3:00 p.m.)
FICEP certification (to be completed after hire date).
Our commitment to your success is enhanced by our competitive salary commensurate with experience and an extensive benefits package including paid time off, health benefits, 401(k) with a generous company match, and future growth opportunities within the company. We work to maintain the best possible professional and environmentally friendly atmosphere for our employees.
Call Center Specialist
Wilmington, NC jobs
NC Call Center Specialists
Greater Wilmington, NC Area
Corning Credit Union is seeking Call Center Specialists to join our team in the Wilmington, NC market.
Corning Credit Union (CCU) is one of the leading credit unions in the nation with $2.4 billion in assets and more than 160,000 members worldwide. Headquartered in Corning, NY, we also have facilities in Wilmington, NC, Myrtle Beach, SC, and Franklin County, PA.
We exist solely to serve our members. We're committed to helping our members prosper by being a trusted advisor for financial services. We are also committed to fostering a strong service culture within the organization. Teamwork, open communication, and valuing the individual are just a few of the key performance standards that help us provide an exceptional work environment for our outstanding team.
If you share our passion for serving others, then CCU is the place for you to build a rewarding career. In addition to the vast opportunities that exist within the organization, CCU also offers a competitive base salary and annual bonus plan along with an exceptional benefits package. With a strong emphasis on our team and dedication to excellent customer service, Corning Credit Union continues to be an employer of choice across the markets we serve.
Role Summary: As a Call Center Specialist I, you will build lasting member relationships with every interaction, troubleshoot, and resolve member questions, perform a variety of financial transactions, and educate members on the products and services that best meet their financial needs.
Essential Job Duties
Maintain appropriate knowledge of core systems and CCU's products and services
Answer incoming calls and member questions in a prompt and professional manner
Present and explain beneficial products to members and assist in meeting their vast financial needs
Open new memberships, accounts, and services
Assist members with requests for account research needs
Collect information needed to process outgoing bank wires and ensure accuracy and safety, following all anti-fraud procedures
Proactively educate members on the ease of doing business with CCU through our many electronic service channels
Also assumes responsibility for other projects or duties as required or assigned
Required Competencies
Strong customer service and interpersonal skills with the ability to connect well with members via the telephone
Highly flexible and able to grasp and disseminate large amounts of information in a fast-paced call center environment
Possesses exceptional verbal and written communication skills
Exceptional attention to detail
Strong problem-solving skills
Confidence in promoting appropriate products and services
Technical aptitude with experience using mobile banking and other apps or financial services
Education Requirements
A bachelor's degree or other form of secondary education is preferred, commensurate work experience will also be considered
A high school diploma or GED is required
Experience Requir ements
Prior call center or customer service experience is preferred but not required, as CCU will provide extensive training to the successful candidate
Communication Skills Requirements
The ability to read and comprehend moderate to advanced instructions and correspondence
The ability to write moderate to advanced correspondence within professional etiquette standards
The ability to effectively present information in one-on-one and group situations
Physical Requirements Reasonable accommodations may be made to enable individuals with disabilities to perform the role.
Ability to work in a repetitive motion for a lengthy period of time
Ability to work within a fast-paced call center environment
Regular use of computer required
Specific vision abilities required by this position include close vision and the ability to adjust focus from close range to long range
Corning Credit Union 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, or protected veteran status and will not be discriminated against on the basis of disability.
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Auto-ApplyCall Center Specialist
Wilmington, NC jobs
NC Call Center Specialists
Greater Wilmington, NC Area
Corning Credit Union is seeking Call Center Specialists to join our team in the Wilmington, NC market.
Corning Credit Union (CCU) is one of the leading credit unions in the nation with $2.4 billion in assets and more than 160,000 members worldwide. Headquartered in Corning, NY, we also have facilities in Wilmington, NC, Myrtle Beach, SC, and Franklin County, PA.
We exist solely to serve our members. We're committed to helping our members prosper by being a trusted advisor for financial services. We are also committed to fostering a strong service culture within the organization. Teamwork, open communication, and valuing the individual are just a few of the key performance standards that help us provide an exceptional work environment for our outstanding team.
If you share our passion for serving others, then CCU is the place for you to build a rewarding career. In addition to the vast opportunities that exist within the organization, CCU also offers a competitive base salary and annual bonus plan along with an exceptional benefits package. With a strong emphasis on our team and dedication to excellent customer service, Corning Credit Union continues to be an employer of choice across the markets we serve.
Role Summary: As a Call Center Specialist I, you will build lasting member relationships with every interaction, troubleshoot, and resolve member questions, perform a variety of financial transactions, and educate members on the products and services that best meet their financial needs.
Essential Job Duties
Maintain appropriate knowledge of core systems and CCU's products and services
Answer incoming calls and member questions in a prompt and professional manner
Present and explain beneficial products to members and assist in meeting their vast financial needs
Open new memberships, accounts, and services
Assist members with requests for account research needs
Collect information needed to process outgoing bank wires and ensure accuracy and safety, following all anti-fraud procedures
Proactively educate members on the ease of doing business with CCU through our many electronic service channels
Also assumes responsibility for other projects or duties as required or assigned
Required Competencies
Strong customer service and interpersonal skills with the ability to connect well with members via the telephone
Highly flexible and able to grasp and disseminate large amounts of information in a fast-paced call center environment
Possesses exceptional verbal and written communication skills
Exceptional attention to detail
Strong problem-solving skills
Confidence in promoting appropriate products and services
Technical aptitude with experience using mobile banking and other apps or financial services
Education Requirements
A bachelor's degree or other form of secondary education is preferred, commensurate work experience will also be considered
A high school diploma or GED is required
Experience Requirements
Prior call center or customer service experience is preferred but not required, as CCU will provide extensive training to the successful candidate
Communication Skills Requirements
The ability to read and comprehend moderate to advanced instructions and correspondence
The ability to write moderate to advanced correspondence within professional etiquette standards
The ability to effectively present information in one-on-one and group situations
Physical Requirements
Reasonable accommodations may be made to enable individuals with disabilities to perform the role.
Ability to work in a repetitive motion for a lengthy period of time
Ability to work within a fast-paced call center environment
Regular use of computer required
Specific vision abilities required by this position include close vision and the ability to adjust focus from close range to long range
Corning Credit Union 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, or protected veteran status and will not be discriminated against on the basis of disability.
ADP Privacy Policy | ADP Legal Policy
Auto-ApplyCall Center Specialist - Covington and Athens, Georgia
Athens, GA jobs
Employer Department Pinnacle Bank Operations Job title Exemption status Customer Service Call Center Specialist Non-Exempt Supervised by Call Center Manager The Customer Service Call Center Operator is the initial voice contact that every customer and prospect have with the bank. The Customer Service Call Center Operator is responsible for a quick and customer friendly response in a manner that is consistent with the customer service focus of Pinnacle Bank.
The employee will support the bank's strategic goals, vision, mission, core values, service standards and service philosophy in actions, words, and deeds.
Skills, Knowledge, Talents
Education
High School graduate.
Prior Experience
Some banking or call center experience desired.
Required Skills, Knowledge, and Talents
Core Value:
~ Operate with an Innovative Edge
~ Show Leadership
Must have a basic knowledge of the bank's products and services.
Must have a willingness to serve.
Must be able to function efficiently in a network environment and have a working knowledge of Microsoft Office and SharePoint.
Must be able to function efficiently on a general business level of math, possess general accounting knowledge (i.e. debits, credits, and an understanding of the bank's account reconciliations).
Project a professional image by adhering to guidelines in the employee handbook.
Must be able to collect, research, and analyze information skillfully.
Must be a self-starter, a creative thinker, flexible, eager, nurturing, open to change and exhibit good judgment.
Must be a leader by example, attentive to detail, work well with others and responsive to supervisory guidance.
Must have a working knowledge of compliance guidelines for the bank and the industry.
Strong customer service attitude.
Good speaking voice.
Must be able to use headset for hearing and speaking.
Must have knowledge of the bank's products and services.
Pinnacle Bank is an Equal Opportunity Employer and a Drug Free Workplace. As a condition of employment, a completed Application of Employment and satisfactory results from a background check and drug screening must be received. Pinnacle supports a diverse work force and welcomes all qualified applicants. It is the policy of Pinnacle Bank to consider applicants without regard to race, color, religion, creed, national origin, gender, disability, marital or veteran status, age or any other legally protected status.