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 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 As a dedicated Property Adjuster Specialist, you will work within defined guidelines and framework, investigate, evaluate, negotiate, and settle complex property insurance claims. You will confirm/analyze coverage, recognize liability exposure and negotiate equitable settlement in compliance with all state regulatory requirements. You will recognize and empathize with members' life events, as appropriate. Property Adjuster Specialist focus on using technology and desk adjusting for a virtual first approach to inspections and claims handling. USAA also provides a company vehicle to physically inspect losses within your locally assigned territory. Field Adjusters may travel outside of their local territory to respond to claims in other regions when needed. This is an hourly, non-exempt position with paid overtime available. This is a field-based role in Rhode Island and surrounding areas. Candidates who are willing and able to work in this area are encouraged to apply. What you'll do: Proactively manages assigned claims caseload comprised of complex damages that require commensurate knowledge and understanding of claims coverage including potential legal liability. Partners with vendors and internal business partners to facilitate complex claims resolution. May also involve external regulatory coordination to ensure appropriate documentation and compliance. Investigates claim damages by conducting research from various sources, including the insured, third parties, and external resources. May identify and resolve potential discrepancies and identifies subrogation potential resulting from unusual characteristics. Identifies coverage concerns, reviews prior loss history, determines and creates Special Investigation Unit (SIU) referrals, when appropriate. Determines coverage through analyzing information involving complex policy terms and contingencies. Determines and negotiates complex claims settlement within authority limits. Develops recommendations and collaborates with management for determining settlement amounts outside of authority limits and accurately manages claims outcomes. Maintains accurate, thorough, and current claim file documentation throughout the claims process. Advance knowledge of estimating technology platforms and virtual inspection tools. Utilizes platforms and tools to prepare claims estimates to manage complex property insurance claims. Supports workload surges and catastrophe (CAT) response operations as needed, including mandatory on-call dates and potential evening, weekend, and/or holiday work outside normal work hours. May be assigned CAT deployment travel with minimal notice during designated CATs. Works various types of claims, including ones of higher complexity, and may be assigned additional work outside normal duties as needed. Works independently solving complex problems with minimal guidance; acts as a resource for colleagues with less experience. Adjusts complex claims with attorney involvement. Recognizes and addresses jurisdictional challenges such as applicable legislation and construction considerations. May require travel to resolve claims, attend training, and conduct in-person inspections. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma. 2 years of relevant property claims adjusting experience of moderate complexity losses that includes writing estimates, involving dwelling and structural damages. Advanced knowledge of estimating losses using Xactimate or similar tools and platforms. Proficient knowledge of residential construction. Proficient knowledge of property claims contracts and interpretation of case law and state laws and regulations. Proficient negotiation, investigation, communication, and conflict resolution skills. Proven investigatory, analytical, prioritizing, multi-tasking, and problem-solving skills. Ability to travel 50-75% of the year (local & non-local) and/or work catastrophe duty when needed. Acquisition and maintenance of insurance adjuster license within 90 days and 3 attempts. Successful completion of a job-related assessment may be required. What sets you apart: Hands-on experience in the field handling high-severity and complex property claims such as fire, water damage, vandalism, malicious mischief, foreclosures, earth movement, collapse, and liability. Residential property field adjusting experience with dwelling, structure and additional living expenses. Experience working directly for a standard insurance carrier handling claims from start to finish (first notice of loss, reviewing policy, making coverage decisions) Proficient in using estimating platforms and virtual inspection tools like Xactimate, ClaimXperience and XactAnalysis Insurance industry designations such as AINS (Associate in General Insurance), CPCU (Chartered Property Casualty Underwriter), AIC (Associate in Claims), or SCLA (Senior Claims Law Associate) or actively pursuing Active Property & Casualty adjuster license Currently reside in the Rhode Island or surrounding area, enabling quicker response times for local claims and a better understanding of regional risks US military experience through military service or a military spouse/domestic partner Physical Demand Requirements: May require the ability to crouch and stoop to inspect confined spaces, to include attics and go beneath homes into crawl spaces. May need to meet all USAA safe driving requirements including verification of driving record through MVR & possession of valid driver's license. May require the ability to lift a minimum of 35 pounds to include lifting a ladder in and out of the trunk of a car. May require the ability to climb ladders and traverse roofs, this includes the ability to work at heights while inspecting roofs and attics. Compensation range: The salary range for this position is: $76,400 - $137,520. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). 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.
03/10/2026
Full time
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 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 As a dedicated Property Adjuster Specialist, you will work within defined guidelines and framework, investigate, evaluate, negotiate, and settle complex property insurance claims. You will confirm/analyze coverage, recognize liability exposure and negotiate equitable settlement in compliance with all state regulatory requirements. You will recognize and empathize with members' life events, as appropriate. Property Adjuster Specialist focus on using technology and desk adjusting for a virtual first approach to inspections and claims handling. USAA also provides a company vehicle to physically inspect losses within your locally assigned territory. Field Adjusters may travel outside of their local territory to respond to claims in other regions when needed. This is an hourly, non-exempt position with paid overtime available. This is a field-based role in Rhode Island and surrounding areas. Candidates who are willing and able to work in this area are encouraged to apply. What you'll do: Proactively manages assigned claims caseload comprised of complex damages that require commensurate knowledge and understanding of claims coverage including potential legal liability. Partners with vendors and internal business partners to facilitate complex claims resolution. May also involve external regulatory coordination to ensure appropriate documentation and compliance. Investigates claim damages by conducting research from various sources, including the insured, third parties, and external resources. May identify and resolve potential discrepancies and identifies subrogation potential resulting from unusual characteristics. Identifies coverage concerns, reviews prior loss history, determines and creates Special Investigation Unit (SIU) referrals, when appropriate. Determines coverage through analyzing information involving complex policy terms and contingencies. Determines and negotiates complex claims settlement within authority limits. Develops recommendations and collaborates with management for determining settlement amounts outside of authority limits and accurately manages claims outcomes. Maintains accurate, thorough, and current claim file documentation throughout the claims process. Advance knowledge of estimating technology platforms and virtual inspection tools. Utilizes platforms and tools to prepare claims estimates to manage complex property insurance claims. Supports workload surges and catastrophe (CAT) response operations as needed, including mandatory on-call dates and potential evening, weekend, and/or holiday work outside normal work hours. May be assigned CAT deployment travel with minimal notice during designated CATs. Works various types of claims, including ones of higher complexity, and may be assigned additional work outside normal duties as needed. Works independently solving complex problems with minimal guidance; acts as a resource for colleagues with less experience. Adjusts complex claims with attorney involvement. Recognizes and addresses jurisdictional challenges such as applicable legislation and construction considerations. May require travel to resolve claims, attend training, and conduct in-person inspections. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma. 2 years of relevant property claims adjusting experience of moderate complexity losses that includes writing estimates, involving dwelling and structural damages. Advanced knowledge of estimating losses using Xactimate or similar tools and platforms. Proficient knowledge of residential construction. Proficient knowledge of property claims contracts and interpretation of case law and state laws and regulations. Proficient negotiation, investigation, communication, and conflict resolution skills. Proven investigatory, analytical, prioritizing, multi-tasking, and problem-solving skills. Ability to travel 50-75% of the year (local & non-local) and/or work catastrophe duty when needed. Acquisition and maintenance of insurance adjuster license within 90 days and 3 attempts. Successful completion of a job-related assessment may be required. What sets you apart: Hands-on experience in the field handling high-severity and complex property claims such as fire, water damage, vandalism, malicious mischief, foreclosures, earth movement, collapse, and liability. Residential property field adjusting experience with dwelling, structure and additional living expenses. Experience working directly for a standard insurance carrier handling claims from start to finish (first notice of loss, reviewing policy, making coverage decisions) Proficient in using estimating platforms and virtual inspection tools like Xactimate, ClaimXperience and XactAnalysis Insurance industry designations such as AINS (Associate in General Insurance), CPCU (Chartered Property Casualty Underwriter), AIC (Associate in Claims), or SCLA (Senior Claims Law Associate) or actively pursuing Active Property & Casualty adjuster license Currently reside in the Rhode Island or surrounding area, enabling quicker response times for local claims and a better understanding of regional risks US military experience through military service or a military spouse/domestic partner Physical Demand Requirements: May require the ability to crouch and stoop to inspect confined spaces, to include attics and go beneath homes into crawl spaces. May need to meet all USAA safe driving requirements including verification of driving record through MVR & possession of valid driver's license. May require the ability to lift a minimum of 35 pounds to include lifting a ladder in and out of the trunk of a car. May require the ability to climb ladders and traverse roofs, this includes the ability to work at heights while inspecting roofs and attics. Compensation range: The salary range for this position is: $76,400 - $137,520. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). 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.
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 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 As a dedicated Property Adjuster Specialist, you will work within defined guidelines and framework, investigate, evaluate, negotiate, and settle complex property insurance claims. You will confirm/analyze coverage, recognize liability exposure and negotiate equitable settlement in compliance with all state regulatory requirements. You will recognize and empathize with members' life events, as appropriate. Property Adjuster Specialist focus on using technology and desk adjusting for a virtual first approach to inspections and claims handling. USAA also provides a company vehicle to physically inspect losses within your locally assigned territory. Field Adjusters may travel outside of their local territory to respond to claims in other regions when needed. This is an hourly, non-exempt position with paid overtime available. This is a field-based role in the Northern New Jersey area (Newark/Border of New York). Candidates who are willing and able to work in this area are encouraged to apply. What you'll do: Proactively manages assigned claims caseload comprised of complex damages that require commensurate knowledge and understanding of claims coverage including potential legal liability. Partners with vendors and internal business partners to facilitate complex claims resolution. May also involve external regulatory coordination to ensure appropriate documentation and compliance. Investigates claim damages by conducting research from various sources, including the insured, third parties, and external resources. May identify and resolve potential discrepancies and identifies subrogation potential resulting from unusual characteristics. Identifies coverage concerns, reviews prior loss history, determines and creates Special Investigation Unit (SIU) referrals, when appropriate. Determines coverage through analyzing information involving complex policy terms and contingencies. Determines and negotiates complex claims settlement within authority limits. Develops recommendations and collaborates with management for determining settlement amounts outside of authority limits and accurately manages claims outcomes. Maintains accurate, thorough, and current claim file documentation throughout the claims process. Advance knowledge of estimating technology platforms and virtual inspection tools. Utilizes platforms and tools to prepare claims estimates to manage complex property insurance claims. Supports workload surges and catastrophe (CAT) response operations as needed, including mandatory on-call dates and potential evening, weekend, and/or holiday work outside normal work hours. May be assigned CAT deployment travel with minimal notice during designated CATs. Works various types of claims, including ones of higher complexity, and may be assigned additional work outside normal duties as needed. Works independently solving complex problems with minimal guidance; acts as a resource for colleagues with less experience. Adjusts complex claims with attorney involvement. Recognizes and addresses jurisdictional challenges such as applicable legislation and construction considerations. May require travel to resolve claims, attend training, and conduct in-person inspections. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma. 2 years of relevant property claims adjusting experience of moderate complexity losses that includes writing estimates, involving dwelling and structural damages. Advanced knowledge of estimating losses using Xactimate or similar tools and platforms. Proficient knowledge of residential construction. Proficient knowledge of property claims contracts and interpretation of case law and state laws and regulations. Proficient negotiation, investigation, communication, and conflict resolution skills. Proven investigatory, analytical, prioritizing, multi-tasking, and problem-solving skills. Ability to travel 50-75% of the year (local & non-local) and/or work catastrophe duty when needed. Acquisition and maintenance of insurance adjuster license within 90 days and 3 attempts. Successful completion of a job-related assessment may be required. What sets you apart: Hands-on experience in the field handling high-severity and complex property claims such as fire, water damage, vandalism, malicious mischief, foreclosures, earth movement, collapse, and liability. Residential property field adjusting experience with dwelling, structure and additional living expenses. Experience working directly for a standard insurance carrier handling claims from start to finish (first notice of loss, reviewing policy, making coverage decisions) Proficient in using estimating platforms and virtual inspection tools like Xactimate, ClaimXperience and XactAnalysis Insurance industry designations such as AINS (Associate in General Insurance), CPCU (Chartered Property Casualty Underwriter), AIC (Associate in Claims), or SCLA (Senior Claims Law Associate) or actively pursuing Active Property & Casualty adjuster license Currently reside in the Northern New Jersey area, enabling quicker response times for local claims and a better understanding of regional risks US military experience through military service or a military spouse/domestic partner Physical Demand Requirements: May require the ability to crouch and stoop to inspect confined spaces, to include attics and go beneath homes into crawl spaces. May need to meet all USAA safe driving requirements including verification of driving record through MVR & possession of valid driver's license. May require the ability to lift a minimum of 35 pounds to include lifting a ladder in and out of the trunk of a car. May require the ability to climb ladders and traverse roofs, this includes the ability to work at heights while inspecting roofs and attics. Compensation range: The salary range for this position is: $85,050 - $153,090. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). 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.
03/10/2026
Full time
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 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 As a dedicated Property Adjuster Specialist, you will work within defined guidelines and framework, investigate, evaluate, negotiate, and settle complex property insurance claims. You will confirm/analyze coverage, recognize liability exposure and negotiate equitable settlement in compliance with all state regulatory requirements. You will recognize and empathize with members' life events, as appropriate. Property Adjuster Specialist focus on using technology and desk adjusting for a virtual first approach to inspections and claims handling. USAA also provides a company vehicle to physically inspect losses within your locally assigned territory. Field Adjusters may travel outside of their local territory to respond to claims in other regions when needed. This is an hourly, non-exempt position with paid overtime available. This is a field-based role in the Northern New Jersey area (Newark/Border of New York). Candidates who are willing and able to work in this area are encouraged to apply. What you'll do: Proactively manages assigned claims caseload comprised of complex damages that require commensurate knowledge and understanding of claims coverage including potential legal liability. Partners with vendors and internal business partners to facilitate complex claims resolution. May also involve external regulatory coordination to ensure appropriate documentation and compliance. Investigates claim damages by conducting research from various sources, including the insured, third parties, and external resources. May identify and resolve potential discrepancies and identifies subrogation potential resulting from unusual characteristics. Identifies coverage concerns, reviews prior loss history, determines and creates Special Investigation Unit (SIU) referrals, when appropriate. Determines coverage through analyzing information involving complex policy terms and contingencies. Determines and negotiates complex claims settlement within authority limits. Develops recommendations and collaborates with management for determining settlement amounts outside of authority limits and accurately manages claims outcomes. Maintains accurate, thorough, and current claim file documentation throughout the claims process. Advance knowledge of estimating technology platforms and virtual inspection tools. Utilizes platforms and tools to prepare claims estimates to manage complex property insurance claims. Supports workload surges and catastrophe (CAT) response operations as needed, including mandatory on-call dates and potential evening, weekend, and/or holiday work outside normal work hours. May be assigned CAT deployment travel with minimal notice during designated CATs. Works various types of claims, including ones of higher complexity, and may be assigned additional work outside normal duties as needed. Works independently solving complex problems with minimal guidance; acts as a resource for colleagues with less experience. Adjusts complex claims with attorney involvement. Recognizes and addresses jurisdictional challenges such as applicable legislation and construction considerations. May require travel to resolve claims, attend training, and conduct in-person inspections. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma. 2 years of relevant property claims adjusting experience of moderate complexity losses that includes writing estimates, involving dwelling and structural damages. Advanced knowledge of estimating losses using Xactimate or similar tools and platforms. Proficient knowledge of residential construction. Proficient knowledge of property claims contracts and interpretation of case law and state laws and regulations. Proficient negotiation, investigation, communication, and conflict resolution skills. Proven investigatory, analytical, prioritizing, multi-tasking, and problem-solving skills. Ability to travel 50-75% of the year (local & non-local) and/or work catastrophe duty when needed. Acquisition and maintenance of insurance adjuster license within 90 days and 3 attempts. Successful completion of a job-related assessment may be required. What sets you apart: Hands-on experience in the field handling high-severity and complex property claims such as fire, water damage, vandalism, malicious mischief, foreclosures, earth movement, collapse, and liability. Residential property field adjusting experience with dwelling, structure and additional living expenses. Experience working directly for a standard insurance carrier handling claims from start to finish (first notice of loss, reviewing policy, making coverage decisions) Proficient in using estimating platforms and virtual inspection tools like Xactimate, ClaimXperience and XactAnalysis Insurance industry designations such as AINS (Associate in General Insurance), CPCU (Chartered Property Casualty Underwriter), AIC (Associate in Claims), or SCLA (Senior Claims Law Associate) or actively pursuing Active Property & Casualty adjuster license Currently reside in the Northern New Jersey area, enabling quicker response times for local claims and a better understanding of regional risks US military experience through military service or a military spouse/domestic partner Physical Demand Requirements: May require the ability to crouch and stoop to inspect confined spaces, to include attics and go beneath homes into crawl spaces. May need to meet all USAA safe driving requirements including verification of driving record through MVR & possession of valid driver's license. May require the ability to lift a minimum of 35 pounds to include lifting a ladder in and out of the trunk of a car. May require the ability to climb ladders and traverse roofs, this includes the ability to work at heights while inspecting roofs and attics. Compensation range: The salary range for this position is: $85,050 - $153,090. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). 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.
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 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 Associate 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, with the opportunity to move to a hybrid schedule after 6 months. This position will 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. 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. 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 basic protection advice and strategies. 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 basic sales techniques and developing 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. Work Hours: Monday - Friday / 7:30am - 8:00pm (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 and/or acquisition within 90 days Required annual completion of AHIP and Broker/Carrier appointments when applicable. Up to 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: Active Group 1 Life and Health license 1+ yrs experience working in Sales with life insurance or financial services products 1+ yrs 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: $48,290 - $81,490. 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.
03/10/2026
Full time
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 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 Associate 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, with the opportunity to move to a hybrid schedule after 6 months. This position will 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. 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. 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 basic protection advice and strategies. 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 basic sales techniques and developing 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. Work Hours: Monday - Friday / 7:30am - 8:00pm (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 and/or acquisition within 90 days Required annual completion of AHIP and Broker/Carrier appointments when applicable. Up to 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: Active Group 1 Life and Health license 1+ yrs experience working in Sales with life insurance or financial services products 1+ yrs 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: $48,290 - $81,490. 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.
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 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 As a dedicated Property Adjuster Specialist, you will work within defined guidelines and framework, investigate, evaluate, negotiate, and settle complex property insurance claims. You will confirm/analyze coverage, recognize liability exposure and negotiate equitable settlement in compliance with all state regulatory requirements. You will recognize and empathize with members' life events, as appropriate. Property Adjuster Specialist focus on using technology and desk adjusting for a virtual first approach to inspections and claims handling. USAA also provides a company vehicle to physically inspect losses within your locally assigned territory. Field Adjusters may travel outside of their local territory to respond to claims in other regions when needed. This is an hourly, non-exempt position with paid overtime available. This is a field-based role in the Northern or Central New Jersey area. Candidates who are willing and able to work in this area are encouraged to apply. What you'll do: Proactively manages assigned claims caseload comprised of complex damages that require commensurate knowledge and understanding of claims coverage including potential legal liability. Partners with vendors and internal business partners to facilitate complex claims resolution. May also involve external regulatory coordination to ensure appropriate documentation and compliance. Investigates claim damages by conducting research from various sources, including the insured, third parties, and external resources. May identify and resolve potential discrepancies and identifies subrogation potential resulting from unusual characteristics. Identifies coverage concerns, reviews prior loss history, determines and creates Special Investigation Unit (SIU) referrals, when appropriate. Determines coverage through analyzing information involving complex policy terms and contingencies. Determines and negotiates complex claims settlement within authority limits. Develops recommendations and collaborates with management for determining settlement amounts outside of authority limits and accurately manages claims outcomes. Maintains accurate, thorough, and current claim file documentation throughout the claims process. Advance knowledge of estimating technology platforms and virtual inspection tools. Utilizes platforms and tools to prepare claims estimates to manage complex property insurance claims. Supports workload surges and catastrophe (CAT) response operations as needed, including mandatory on-call dates and potential evening, weekend, and/or holiday work outside normal work hours. May be assigned CAT deployment travel with minimal notice during designated CATs. Works various types of claims, including ones of higher complexity, and may be assigned additional work outside normal duties as needed. Works independently solving complex problems with minimal guidance; acts as a resource for colleagues with less experience. Adjusts complex claims with attorney involvement. Recognizes and addresses jurisdictional challenges such as applicable legislation and construction considerations. May require travel to resolve claims, attend training, and conduct in-person inspections. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma. 2 years of relevant property claims adjusting experience of moderate complexity losses that includes writing estimates, involving dwelling and structural damages. Advanced knowledge of estimating losses using Xactimate or similar tools and platforms. Proficient knowledge of residential construction. Proficient knowledge of property claims contracts and interpretation of case law and state laws and regulations. Proficient negotiation, investigation, communication, and conflict resolution skills. Proven investigatory, analytical, prioritizing, multi-tasking, and problem-solving skills. Ability to travel 50-75% of the year (local & non-local) and/or work catastrophe duty when needed. Acquisition and maintenance of insurance adjuster license within 90 days and 3 attempts. Successful completion of a job-related assessment may be required. What sets you apart: Hands-on experience in the field handling high-severity and complex property claims such as fire, water damage, vandalism, malicious mischief, foreclosures, earth movement, collapse, and liability. Residential property field adjusting experience with dwelling, structure and additional living expenses. Experience working directly for a standard insurance carrier handling claims from start to finish (first notice of loss, reviewing policy, making coverage decisions) Proficient in using estimating platforms and virtual inspection tools like Xactimate, ClaimXperience and XactAnalysis Insurance industry designations such as AINS (Associate in General Insurance), CPCU (Chartered Property Casualty Underwriter), AIC (Associate in Claims), or SCLA (Senior Claims Law Associate) or actively pursuing Active Property & Casualty adjuster license Currently reside in the Northern or Central New Jersey area, enabling quicker response times for local claims and a better understanding of regional risks US military experience through military service or a military spouse/domestic partner Physical Demand Requirements: May require the ability to crouch and stoop to inspect confined spaces, to include attics and go beneath homes into crawl spaces. May need to meet all USAA safe driving requirements including verification of driving record through MVR & possession of valid driver's license. May require the ability to lift a minimum of 35 pounds to include lifting a ladder in and out of the trunk of a car. May require the ability to climb ladders and traverse roofs, this includes the ability to work at heights while inspecting roofs and attics. Compensation range: The salary range for this position is: $80,720 - $145,300. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). 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.
03/10/2026
Full time
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 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 As a dedicated Property Adjuster Specialist, you will work within defined guidelines and framework, investigate, evaluate, negotiate, and settle complex property insurance claims. You will confirm/analyze coverage, recognize liability exposure and negotiate equitable settlement in compliance with all state regulatory requirements. You will recognize and empathize with members' life events, as appropriate. Property Adjuster Specialist focus on using technology and desk adjusting for a virtual first approach to inspections and claims handling. USAA also provides a company vehicle to physically inspect losses within your locally assigned territory. Field Adjusters may travel outside of their local territory to respond to claims in other regions when needed. This is an hourly, non-exempt position with paid overtime available. This is a field-based role in the Northern or Central New Jersey area. Candidates who are willing and able to work in this area are encouraged to apply. What you'll do: Proactively manages assigned claims caseload comprised of complex damages that require commensurate knowledge and understanding of claims coverage including potential legal liability. Partners with vendors and internal business partners to facilitate complex claims resolution. May also involve external regulatory coordination to ensure appropriate documentation and compliance. Investigates claim damages by conducting research from various sources, including the insured, third parties, and external resources. May identify and resolve potential discrepancies and identifies subrogation potential resulting from unusual characteristics. Identifies coverage concerns, reviews prior loss history, determines and creates Special Investigation Unit (SIU) referrals, when appropriate. Determines coverage through analyzing information involving complex policy terms and contingencies. Determines and negotiates complex claims settlement within authority limits. Develops recommendations and collaborates with management for determining settlement amounts outside of authority limits and accurately manages claims outcomes. Maintains accurate, thorough, and current claim file documentation throughout the claims process. Advance knowledge of estimating technology platforms and virtual inspection tools. Utilizes platforms and tools to prepare claims estimates to manage complex property insurance claims. Supports workload surges and catastrophe (CAT) response operations as needed, including mandatory on-call dates and potential evening, weekend, and/or holiday work outside normal work hours. May be assigned CAT deployment travel with minimal notice during designated CATs. Works various types of claims, including ones of higher complexity, and may be assigned additional work outside normal duties as needed. Works independently solving complex problems with minimal guidance; acts as a resource for colleagues with less experience. Adjusts complex claims with attorney involvement. Recognizes and addresses jurisdictional challenges such as applicable legislation and construction considerations. May require travel to resolve claims, attend training, and conduct in-person inspections. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma. 2 years of relevant property claims adjusting experience of moderate complexity losses that includes writing estimates, involving dwelling and structural damages. Advanced knowledge of estimating losses using Xactimate or similar tools and platforms. Proficient knowledge of residential construction. Proficient knowledge of property claims contracts and interpretation of case law and state laws and regulations. Proficient negotiation, investigation, communication, and conflict resolution skills. Proven investigatory, analytical, prioritizing, multi-tasking, and problem-solving skills. Ability to travel 50-75% of the year (local & non-local) and/or work catastrophe duty when needed. Acquisition and maintenance of insurance adjuster license within 90 days and 3 attempts. Successful completion of a job-related assessment may be required. What sets you apart: Hands-on experience in the field handling high-severity and complex property claims such as fire, water damage, vandalism, malicious mischief, foreclosures, earth movement, collapse, and liability. Residential property field adjusting experience with dwelling, structure and additional living expenses. Experience working directly for a standard insurance carrier handling claims from start to finish (first notice of loss, reviewing policy, making coverage decisions) Proficient in using estimating platforms and virtual inspection tools like Xactimate, ClaimXperience and XactAnalysis Insurance industry designations such as AINS (Associate in General Insurance), CPCU (Chartered Property Casualty Underwriter), AIC (Associate in Claims), or SCLA (Senior Claims Law Associate) or actively pursuing Active Property & Casualty adjuster license Currently reside in the Northern or Central New Jersey area, enabling quicker response times for local claims and a better understanding of regional risks US military experience through military service or a military spouse/domestic partner Physical Demand Requirements: May require the ability to crouch and stoop to inspect confined spaces, to include attics and go beneath homes into crawl spaces. May need to meet all USAA safe driving requirements including verification of driving record through MVR & possession of valid driver's license. May require the ability to lift a minimum of 35 pounds to include lifting a ladder in and out of the trunk of a car. May require the ability to climb ladders and traverse roofs, this includes the ability to work at heights while inspecting roofs and attics. Compensation range: The salary range for this position is: $80,720 - $145,300. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). 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.
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 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 USAA is seeking a talented Manager, Life Solutions to lead a team of specialized, licensed professionals dedicated to knowing our members, understanding their Health, Life or Retirement income needs, and providing appropriate solutions to facilitate their financial security. Motivates staff toward the attainment of acquisition goals and develops employees through regular coaching and feedback that leads to improved long-term sustainable results. Executes process improvements and leads organizational process changes to improve member and employee experiences. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based on the Plano campus. Relocation assistance is NOT available for this position. What you'll do: Leads and develops a team of professional licensed advisors to provide best in class Health, Life, or Retirement advice and solutions to members to improve their financial security. Contributes to the achievement of Life Co member, product, and financial goals through team's performance. Effectively coaches employees on sales processes and opportunities to improve overall sales results. Proactively identifies opportunities to improve operational effectiveness in Life, Health, or Retirement Income, resulting in reducing manual processes and expenses. Works with key stakeholders to implement solutions to improve operational effectiveness and performance standards to drive improved acquisition results. Maintains current knowledge of the competitive landscape, financial services industry trends, changes in technology, regulations, and/or other industry events that may impact operational functions and processes, and effectively communicates this knowledge to their direct reports and peers within Health, Life or Retirement Income. Develops required operational tools and processes including workflow development, systems enhancements, and selection of other technical resources needed. May fulfill the responsibilities of a securities principal: In conjunction and coordination with Securities Counsel and Securities Compliance, provides research and documentation support for use in responding to regulatory authority inquiries and audits. Responsible for the resolution of complex operations issues and/or member escalations. Maintains compliance with company policies, procedures, and all applicable state and federal laws, rules, and regulations. Collaborates with strategic third-party vendors that helps USAA provide brokered products including Final Expense, Universal Life Insurance, Medicare Advantage & Prescription Drug Plans. Coordinates training/onboarding/development of third-party staffing to assist with seasonal call volumes. Responsible for efficient call center operating model that adheres to employee and member experience KPIs. Builds and oversees a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 10 years of experience without bachelor's degree) 6 years of experience in financial services operations to include process improvement. 2 years of direct team lead, supervisory, or management experience required. Experience implementing and managing business process improvements. Extensive sales experience in the Health, Life, or Retirement industry. Demonstrated knowledge of financial products and services relevant to life, health insurance, or retirement income. Knowledge of federal laws, rules, regulations, and applicable guidance to include NY Regulation 187, NY Reg 60, Best Interest, and CMS (Centers of Medicare and Medicaid Services). Ability to complete AHIP (America's Health Insurance Plans) and Strategic Partner carrier certifications. What sets you apart: US military experience through military service or a military spouse/domestic partner Current Life and Health license 3 or more years of direct management experience leading sales teams in Insurance and/or Financial Services industries. 1 or more years of working experience with Life, Health, or retirement income products Experience working/managing in a call center environment. Chartered Life Underwriter (CLU) or related industry designation Compensation range: The salary range for this position is: $90,310 - $162,550 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). 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.
03/10/2026
Full time
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 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 USAA is seeking a talented Manager, Life Solutions to lead a team of specialized, licensed professionals dedicated to knowing our members, understanding their Health, Life or Retirement income needs, and providing appropriate solutions to facilitate their financial security. Motivates staff toward the attainment of acquisition goals and develops employees through regular coaching and feedback that leads to improved long-term sustainable results. Executes process improvements and leads organizational process changes to improve member and employee experiences. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based on the Plano campus. Relocation assistance is NOT available for this position. What you'll do: Leads and develops a team of professional licensed advisors to provide best in class Health, Life, or Retirement advice and solutions to members to improve their financial security. Contributes to the achievement of Life Co member, product, and financial goals through team's performance. Effectively coaches employees on sales processes and opportunities to improve overall sales results. Proactively identifies opportunities to improve operational effectiveness in Life, Health, or Retirement Income, resulting in reducing manual processes and expenses. Works with key stakeholders to implement solutions to improve operational effectiveness and performance standards to drive improved acquisition results. Maintains current knowledge of the competitive landscape, financial services industry trends, changes in technology, regulations, and/or other industry events that may impact operational functions and processes, and effectively communicates this knowledge to their direct reports and peers within Health, Life or Retirement Income. Develops required operational tools and processes including workflow development, systems enhancements, and selection of other technical resources needed. May fulfill the responsibilities of a securities principal: In conjunction and coordination with Securities Counsel and Securities Compliance, provides research and documentation support for use in responding to regulatory authority inquiries and audits. Responsible for the resolution of complex operations issues and/or member escalations. Maintains compliance with company policies, procedures, and all applicable state and federal laws, rules, and regulations. Collaborates with strategic third-party vendors that helps USAA provide brokered products including Final Expense, Universal Life Insurance, Medicare Advantage & Prescription Drug Plans. Coordinates training/onboarding/development of third-party staffing to assist with seasonal call volumes. Responsible for efficient call center operating model that adheres to employee and member experience KPIs. Builds and oversees a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 10 years of experience without bachelor's degree) 6 years of experience in financial services operations to include process improvement. 2 years of direct team lead, supervisory, or management experience required. Experience implementing and managing business process improvements. Extensive sales experience in the Health, Life, or Retirement industry. Demonstrated knowledge of financial products and services relevant to life, health insurance, or retirement income. Knowledge of federal laws, rules, regulations, and applicable guidance to include NY Regulation 187, NY Reg 60, Best Interest, and CMS (Centers of Medicare and Medicaid Services). Ability to complete AHIP (America's Health Insurance Plans) and Strategic Partner carrier certifications. What sets you apart: US military experience through military service or a military spouse/domestic partner Current Life and Health license 3 or more years of direct management experience leading sales teams in Insurance and/or Financial Services industries. 1 or more years of working experience with Life, Health, or retirement income products Experience working/managing in a call center environment. Chartered Life Underwriter (CLU) or related industry designation Compensation range: The salary range for this position is: $90,310 - $162,550 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). 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.
Top rated brokerage, with award-winning service, seeks multiple BI Account and Client Mangers to join their teams across the US! This Jobot Job is hosted by: Rachel Hilton Berry Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $80,000 - $110,000 per year A bit about us: Our company is seeking dynamic and experienced Client and Account Managers for our Business Insurance division. This is an exceptional opportunity for seasoned professionals who are passionate about the insurance industry and are adept at managing complex risks and large groups. As a Client or Account Manager, you will be the primary liaison between our clients and our company, ensuring that our clients' needs are met and exceeded. You will have the opportunity to work with a diverse clientele, providing multi-layered insurance solutions to businesses of all sizes. Why join us? Award-winning service. Top places to work. Great benefits! Job Details Responsibilities: As a Client or Account Manager, your responsibilities will include: 1. Building and maintaining strong relationships with clients, understanding their unique needs and ensuring their satisfaction. 2. Developing comprehensive insurance solutions that address complex risks and large groups. 3. Collaborating with other team members to develop and implement strategies for client retention and growth. 4. Providing expert advice and guidance to clients on insurance matters, ensuring they are fully informed and confident in their insurance decisions. 5. Regularly reviewing and updating client accounts to reflect changes in their business and risk profile. 6. Resolving client concerns and complaints in a timely and professional manner. 7. Staying up-to-date with industry trends and regulations to ensure our clients receive the best possible service. Qualifications: To be considered for this role, you must have: 1. A proven track record as an Account Manager, Client Manager, or similar role in the business insurance industry. 2. Experience managing large groups and complex risks. 3. A deep understanding of multi-layer insurance solutions. 4. Professional certifications such as CIC (Certified Insurance Counselor), ARM (Associate in Risk Management), CRM (Certified Risk Manager), CPCU (Chartered Property Casualty Underwriter) are highly desirable. 5. Familiarity with AIDA (Attention, Interest, Desire, Action) marketing principles. 6. Strong negotiation and problem-solving skills. 7. Excellent communication and interpersonal skills. 8. The ability to work independently and as part of a team. 9. A commitment to providing exceptional customer service. If you are a seasoned Account or Client Manager with a passion for business insurance, we would love to hear from you. This is a great opportunity to join a dynamic team and make a significant impact on our clients' businesses. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
03/06/2026
Full time
Top rated brokerage, with award-winning service, seeks multiple BI Account and Client Mangers to join their teams across the US! This Jobot Job is hosted by: Rachel Hilton Berry Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $80,000 - $110,000 per year A bit about us: Our company is seeking dynamic and experienced Client and Account Managers for our Business Insurance division. This is an exceptional opportunity for seasoned professionals who are passionate about the insurance industry and are adept at managing complex risks and large groups. As a Client or Account Manager, you will be the primary liaison between our clients and our company, ensuring that our clients' needs are met and exceeded. You will have the opportunity to work with a diverse clientele, providing multi-layered insurance solutions to businesses of all sizes. Why join us? Award-winning service. Top places to work. Great benefits! Job Details Responsibilities: As a Client or Account Manager, your responsibilities will include: 1. Building and maintaining strong relationships with clients, understanding their unique needs and ensuring their satisfaction. 2. Developing comprehensive insurance solutions that address complex risks and large groups. 3. Collaborating with other team members to develop and implement strategies for client retention and growth. 4. Providing expert advice and guidance to clients on insurance matters, ensuring they are fully informed and confident in their insurance decisions. 5. Regularly reviewing and updating client accounts to reflect changes in their business and risk profile. 6. Resolving client concerns and complaints in a timely and professional manner. 7. Staying up-to-date with industry trends and regulations to ensure our clients receive the best possible service. Qualifications: To be considered for this role, you must have: 1. A proven track record as an Account Manager, Client Manager, or similar role in the business insurance industry. 2. Experience managing large groups and complex risks. 3. A deep understanding of multi-layer insurance solutions. 4. Professional certifications such as CIC (Certified Insurance Counselor), ARM (Associate in Risk Management), CRM (Certified Risk Manager), CPCU (Chartered Property Casualty Underwriter) are highly desirable. 5. Familiarity with AIDA (Attention, Interest, Desire, Action) marketing principles. 6. Strong negotiation and problem-solving skills. 7. Excellent communication and interpersonal skills. 8. The ability to work independently and as part of a team. 9. A commitment to providing exceptional customer service. If you are a seasoned Account or Client Manager with a passion for business insurance, we would love to hear from you. This is a great opportunity to join a dynamic team and make a significant impact on our clients' businesses. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
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 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, with the opportunity to move to a hybrid schedule after 6 months. This position will be based at the following locations: San Antonio, TX, Colorado Springs, CO 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. 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 - $84,110.00. 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 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.
03/05/2026
Full time
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 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, with the opportunity to move to a hybrid schedule after 6 months. This position will be based at the following locations: San Antonio, TX, Colorado Springs, CO 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. 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 - $84,110.00. 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 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.
We are growing exponentially and have been recognized as one of the top companies within our industry! This Jobot Job is hosted by: Ba Tran Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $100,000 - $125,000 per year A bit about us: We are growing exponentially and have been recognized as one of the top companies within our industry! An accomplishment that we are very proud of and can attribute this to our exemplary employees and leadership team. With growth, comes opportunity to continue to add highly skilled and greatly valued employees to our organization. This is a very important hire for us as it is a vital position working with high net worth clients and we would really like this individual to provide the best in class customer service that we believe all of our clients and customers can expect from us. Feel free to apply and speak to us about the details of this opportunity! Why join us? Competitive Compensation and Benefits Package Stable, long term, stability Join a well established team who is invested in your growth and success Substantial growth in their business Nationwide Rewarding work and responsibilities Fully remote opportunity! Job Details We are seeking a highly motivated Senior Personal Lines Account Manager to join our dynamic team in the Insurance industry. The ideal candidate must have a minimum of 5 years of experience in the field and possess a comprehensive understanding of Personal Lines of Insurance. The Personal Lines Account Manager will be responsible for managing a portfolio of high net worth clients, providing exceptional customer service, and ensuring that all client needs are met. Responsibilities: Manage a portfolio of high net worth clients and maintain strong relationships with them Provide exceptional customer service and ensure that all client needs are met in a timely and efficient manner Experience in servicing a large book of business in a fast-paced environment Must have a strong history in servicing clients in the state of California Develop and implement strategies to increase revenue and retain clients Analyze client data and provide recommendations to improve coverage and reduce risk Collaborate with underwriters and carriers to negotiate terms and pricing for policies Stay up-to-date with industry trends and regulations to provide clients with the most current information Attend industry events and conferences to network with peers and gain new business opportunities Train and mentor junior staff members to ensure that they are providing high-quality service to clients Qualifications: Minimum of 5 years of experience in Personal Lines Insurance Comprehensive understanding of property and casualty insurance CPCU and CIC designations preferred Experience working with AMS 360 or similar agency management system Strong communication and interpersonal skills Ability to work independently and as part of a team Excellent organizational and time management skills Proven track record of managing a portfolio of high net worth clients Demonstrated ability to develop and implement successful business strategies Knowledge of industry trends and regulations Ability to mentor and train junior staff members If you are a highly motivated and experienced Senior Personal Lines Account Manager with a passion for providing exceptional customer service and a comprehensive understanding of Personal Lines Insurance in the state of California, we encourage you to apply for this exciting opportunity in the Insurance industry. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
03/05/2026
Full time
We are growing exponentially and have been recognized as one of the top companies within our industry! This Jobot Job is hosted by: Ba Tran Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $100,000 - $125,000 per year A bit about us: We are growing exponentially and have been recognized as one of the top companies within our industry! An accomplishment that we are very proud of and can attribute this to our exemplary employees and leadership team. With growth, comes opportunity to continue to add highly skilled and greatly valued employees to our organization. This is a very important hire for us as it is a vital position working with high net worth clients and we would really like this individual to provide the best in class customer service that we believe all of our clients and customers can expect from us. Feel free to apply and speak to us about the details of this opportunity! Why join us? Competitive Compensation and Benefits Package Stable, long term, stability Join a well established team who is invested in your growth and success Substantial growth in their business Nationwide Rewarding work and responsibilities Fully remote opportunity! Job Details We are seeking a highly motivated Senior Personal Lines Account Manager to join our dynamic team in the Insurance industry. The ideal candidate must have a minimum of 5 years of experience in the field and possess a comprehensive understanding of Personal Lines of Insurance. The Personal Lines Account Manager will be responsible for managing a portfolio of high net worth clients, providing exceptional customer service, and ensuring that all client needs are met. Responsibilities: Manage a portfolio of high net worth clients and maintain strong relationships with them Provide exceptional customer service and ensure that all client needs are met in a timely and efficient manner Experience in servicing a large book of business in a fast-paced environment Must have a strong history in servicing clients in the state of California Develop and implement strategies to increase revenue and retain clients Analyze client data and provide recommendations to improve coverage and reduce risk Collaborate with underwriters and carriers to negotiate terms and pricing for policies Stay up-to-date with industry trends and regulations to provide clients with the most current information Attend industry events and conferences to network with peers and gain new business opportunities Train and mentor junior staff members to ensure that they are providing high-quality service to clients Qualifications: Minimum of 5 years of experience in Personal Lines Insurance Comprehensive understanding of property and casualty insurance CPCU and CIC designations preferred Experience working with AMS 360 or similar agency management system Strong communication and interpersonal skills Ability to work independently and as part of a team Excellent organizational and time management skills Proven track record of managing a portfolio of high net worth clients Demonstrated ability to develop and implement successful business strategies Knowledge of industry trends and regulations Ability to mentor and train junior staff members If you are a highly motivated and experienced Senior Personal Lines Account Manager with a passion for providing exceptional customer service and a comprehensive understanding of Personal Lines Insurance in the state of California, we encourage you to apply for this exciting opportunity in the Insurance industry. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
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 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, with the opportunity to move to a hybrid schedule after 6 months. This position will be based at the following locations: San Antonio, TX, Colorado Springs, CO 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. 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 - $84,110.00. 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 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.
03/05/2026
Full time
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 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, with the opportunity to move to a hybrid schedule after 6 months. This position will be based at the following locations: San Antonio, TX, Colorado Springs, CO 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. 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 - $84,110.00. 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 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.
We are growing exponentially and have been recognized as one of the top companies within our industry! This Jobot Job is hosted by: Ba Tran Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $100,000 - $125,000 per year A bit about us: We are growing exponentially and have been recognized as one of the top companies within our industry! An accomplishment that we are very proud of and can attribute this to our exemplary employees and leadership team. With growth, comes opportunity to continue to add highly skilled and greatly valued employees to our organization. This is a very important hire for us as it is a vital position working with high net worth clients and we would really like this individual to provide the best in class customer service that we believe all of our clients and customers can expect from us. Feel free to apply and speak to us about the details of this opportunity! Why join us? Competitive Compensation and Benefits Package Stable, long term, stability Join a well established team who is invested in your growth and success Substantial growth in their business Nationwide Rewarding work and responsibilities Fully remote opportunity! Job Details We are seeking a highly motivated Senior Personal Lines Account Manager to join our dynamic team in the Insurance industry. The ideal candidate must have a minimum of 5 years of experience in the field and possess a comprehensive understanding of Personal Lines of Insurance. The Personal Lines Account Manager will be responsible for managing a portfolio of high net worth clients, providing exceptional customer service, and ensuring that all client needs are met. Responsibilities: Manage a portfolio of high net worth clients and maintain strong relationships with them Provide exceptional customer service and ensure that all client needs are met in a timely and efficient manner Experience in servicing a large book of business in a fast-paced environment Must have a strong history in servicing clients in the state of California Develop and implement strategies to increase revenue and retain clients Analyze client data and provide recommendations to improve coverage and reduce risk Collaborate with underwriters and carriers to negotiate terms and pricing for policies Stay up-to-date with industry trends and regulations to provide clients with the most current information Attend industry events and conferences to network with peers and gain new business opportunities Train and mentor junior staff members to ensure that they are providing high-quality service to clients Qualifications: Minimum of 5 years of experience in Personal Lines Insurance Comprehensive understanding of property and casualty insurance CPCU and CIC designations preferred Experience working with AMS 360 or similar agency management system Strong communication and interpersonal skills Ability to work independently and as part of a team Excellent organizational and time management skills Proven track record of managing a portfolio of high net worth clients Demonstrated ability to develop and implement successful business strategies Knowledge of industry trends and regulations Ability to mentor and train junior staff members If you are a highly motivated and experienced Senior Personal Lines Account Manager with a passion for providing exceptional customer service and a comprehensive understanding of Personal Lines Insurance in the state of California, we encourage you to apply for this exciting opportunity in the Insurance industry. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
03/05/2026
Full time
We are growing exponentially and have been recognized as one of the top companies within our industry! This Jobot Job is hosted by: Ba Tran Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $100,000 - $125,000 per year A bit about us: We are growing exponentially and have been recognized as one of the top companies within our industry! An accomplishment that we are very proud of and can attribute this to our exemplary employees and leadership team. With growth, comes opportunity to continue to add highly skilled and greatly valued employees to our organization. This is a very important hire for us as it is a vital position working with high net worth clients and we would really like this individual to provide the best in class customer service that we believe all of our clients and customers can expect from us. Feel free to apply and speak to us about the details of this opportunity! Why join us? Competitive Compensation and Benefits Package Stable, long term, stability Join a well established team who is invested in your growth and success Substantial growth in their business Nationwide Rewarding work and responsibilities Fully remote opportunity! Job Details We are seeking a highly motivated Senior Personal Lines Account Manager to join our dynamic team in the Insurance industry. The ideal candidate must have a minimum of 5 years of experience in the field and possess a comprehensive understanding of Personal Lines of Insurance. The Personal Lines Account Manager will be responsible for managing a portfolio of high net worth clients, providing exceptional customer service, and ensuring that all client needs are met. Responsibilities: Manage a portfolio of high net worth clients and maintain strong relationships with them Provide exceptional customer service and ensure that all client needs are met in a timely and efficient manner Experience in servicing a large book of business in a fast-paced environment Must have a strong history in servicing clients in the state of California Develop and implement strategies to increase revenue and retain clients Analyze client data and provide recommendations to improve coverage and reduce risk Collaborate with underwriters and carriers to negotiate terms and pricing for policies Stay up-to-date with industry trends and regulations to provide clients with the most current information Attend industry events and conferences to network with peers and gain new business opportunities Train and mentor junior staff members to ensure that they are providing high-quality service to clients Qualifications: Minimum of 5 years of experience in Personal Lines Insurance Comprehensive understanding of property and casualty insurance CPCU and CIC designations preferred Experience working with AMS 360 or similar agency management system Strong communication and interpersonal skills Ability to work independently and as part of a team Excellent organizational and time management skills Proven track record of managing a portfolio of high net worth clients Demonstrated ability to develop and implement successful business strategies Knowledge of industry trends and regulations Ability to mentor and train junior staff members If you are a highly motivated and experienced Senior Personal Lines Account Manager with a passion for providing exceptional customer service and a comprehensive understanding of Personal Lines Insurance in the state of California, we encourage you to apply for this exciting opportunity in the Insurance industry. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
The Account Manager II is responsible for providing excellent customer service to a growing group of clients in multiple states, responding to inbound service requests in all lines of personal lines insurance. The position facilitates client retention by completing annual policy reviews and soliciting additional lines of business to be referred to an Account Executive for conversion. Essential Duties and Responsibilities Provides superior customer service to improve customer loyalty. Addresses clients' service requests and explains coverage and procedures as necessary. Answers client questions and escalates issues as they arise. Actively introduces additional sales opportunities to current clients in order to expand the Agency's book of business and increase policy revenue. Gages client's level of interest and transfers leads to the appropriate Account Executive. Remains up to date on annual reviews, daily follow ups, and meeting referral goals. Assists members of their dedicated sales/service team as needed. Acts as a client advocate in assessing exposures to risk and providing recommendations to cover potential insurable losses. Ensures the customer's policy is based on value, not specifically based on price. Re-markets those customers where price and other circumstance suggest alternative carriers are needed. Negotiates with Underwriters and works seamlessly with other Agency colleagues to complete transactions according to agency workflows and procedures. Understands and follows the Agency's quality and compliance procedures, workflows, and goals. Adheres to all published agency standards for all new policies and renewal policies. Secures client acknowledgement and agreement to any that do not meet current standards. Remains in compliance with all WIA carrier guidelines and binding authority limits. Participates in an active and engaged manner in all Agency activities, training courses, meetings, and corporate events as assigned or directed by management. Completes all assignments, correspondence, pending follow ups, quotes, calls and computer work on time and error-free. Ensures all phone calls are returned by close of business day. Promotes teamwork and a positive and inclusive work environment with all staff at all levels of the organization. Performs other duties as assigned. Minimum Qualifications Education, Certification, and License Requirements High school diploma or GED Property and Casualty Insurance License required Experience A minimum of three (3) years of relevant insurance work experience Knowledge, Skills, and Abilities Excellent customer service skills Ability to recognize opportunities and refer accordingly for conversion Ability to maintain high ethical standards and quality service to ensure success Proficiency in Microsoft Office suite of products Strong oral and written communications skills Ability to multitask in a fast-paced environment Basic math skills including addition, subtraction, multiplication, division, percentages, and fractions Strong attention to detail Knowledge and ability to use typical office equipment (PC, calculator, fax machine, etc.) The estimated base salary range for this position is from $55,000 to $65,000 (annually). The rate of pay offered will be dependent upon several factors including but not limited to the candidate's relevant skills, education, work experience, job location/geographic region, and/or certifications. Weichert offers a comprehensive suite of benefit programs to all eligible employees, including medical, dental, and vision insurance, life and disability coverage, 401(k) retirement savings, Paid Time Off (PTO), Flexible Spending Accounts (FSA), and much more.
03/03/2026
Full time
The Account Manager II is responsible for providing excellent customer service to a growing group of clients in multiple states, responding to inbound service requests in all lines of personal lines insurance. The position facilitates client retention by completing annual policy reviews and soliciting additional lines of business to be referred to an Account Executive for conversion. Essential Duties and Responsibilities Provides superior customer service to improve customer loyalty. Addresses clients' service requests and explains coverage and procedures as necessary. Answers client questions and escalates issues as they arise. Actively introduces additional sales opportunities to current clients in order to expand the Agency's book of business and increase policy revenue. Gages client's level of interest and transfers leads to the appropriate Account Executive. Remains up to date on annual reviews, daily follow ups, and meeting referral goals. Assists members of their dedicated sales/service team as needed. Acts as a client advocate in assessing exposures to risk and providing recommendations to cover potential insurable losses. Ensures the customer's policy is based on value, not specifically based on price. Re-markets those customers where price and other circumstance suggest alternative carriers are needed. Negotiates with Underwriters and works seamlessly with other Agency colleagues to complete transactions according to agency workflows and procedures. Understands and follows the Agency's quality and compliance procedures, workflows, and goals. Adheres to all published agency standards for all new policies and renewal policies. Secures client acknowledgement and agreement to any that do not meet current standards. Remains in compliance with all WIA carrier guidelines and binding authority limits. Participates in an active and engaged manner in all Agency activities, training courses, meetings, and corporate events as assigned or directed by management. Completes all assignments, correspondence, pending follow ups, quotes, calls and computer work on time and error-free. Ensures all phone calls are returned by close of business day. Promotes teamwork and a positive and inclusive work environment with all staff at all levels of the organization. Performs other duties as assigned. Minimum Qualifications Education, Certification, and License Requirements High school diploma or GED Property and Casualty Insurance License required Experience A minimum of three (3) years of relevant insurance work experience Knowledge, Skills, and Abilities Excellent customer service skills Ability to recognize opportunities and refer accordingly for conversion Ability to maintain high ethical standards and quality service to ensure success Proficiency in Microsoft Office suite of products Strong oral and written communications skills Ability to multitask in a fast-paced environment Basic math skills including addition, subtraction, multiplication, division, percentages, and fractions Strong attention to detail Knowledge and ability to use typical office equipment (PC, calculator, fax machine, etc.) The estimated base salary range for this position is from $55,000 to $65,000 (annually). The rate of pay offered will be dependent upon several factors including but not limited to the candidate's relevant skills, education, work experience, job location/geographic region, and/or certifications. Weichert offers a comprehensive suite of benefit programs to all eligible employees, including medical, dental, and vision insurance, life and disability coverage, 401(k) retirement savings, Paid Time Off (PTO), Flexible Spending Accounts (FSA), and much more.
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 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, with the opportunity to move to a hybrid schedule after 6 months. This position can be based at the Tampa, FL. (Crosstown) 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: $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 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.
02/27/2026
Full time
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 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, with the opportunity to move to a hybrid schedule after 6 months. This position can be based at the Tampa, FL. (Crosstown) 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: $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 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.
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 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, with the opportunity to move to a hybrid schedule after 6 months. This position will be based on the Tampa, FL (Crosstown) 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. 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 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.
02/27/2026
Full time
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 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, with the opportunity to move to a hybrid schedule after 6 months. This position will be based on the Tampa, FL (Crosstown) 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. 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 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.
We are growing exponentially and have been recognized as one of the top companies within our industry! This Jobot Job is hosted by: Ba Tran Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $100,000 - $125,000 per year A bit about us: We are growing exponentially and have been recognized as one of the top companies within our industry! An accomplishment that we are very proud of and can attribute this to our exemplary employees and leadership team. With growth, comes opportunity to continue to add highly skilled and greatly valued employees to our organization. This is a very important hire for us as it is a vital position working with high net worth clients and we would really like this individual to provide the best in class customer service that we believe all of our clients and customers can expect from us. Feel free to apply and speak to us about the details of this opportunity! Why join us? Competitive Compensation and Benefits Package Stable, long term, stability Join a well established team who is invested in your growth and success Substantial growth in their business Nationwide Rewarding work and responsibilities Fully remote opportunity! Job Details We are seeking a highly motivated Senior Personal Lines Account Manager to join our dynamic team in the Insurance industry. The ideal candidate must have a minimum of 5 years of experience in the field and possess a comprehensive understanding of Personal Lines of Insurance. The Personal Lines Account Manager will be responsible for managing a portfolio of high net worth clients, providing exceptional customer service, and ensuring that all client needs are met. Responsibilities: Manage a portfolio of high net worth clients and maintain strong relationships with them Provide exceptional customer service and ensure that all client needs are met in a timely and efficient manner Experience in servicing a large book of business in a fast-paced environment Must have a strong history in servicing clients in the state of California Develop and implement strategies to increase revenue and retain clients Analyze client data and provide recommendations to improve coverage and reduce risk Collaborate with underwriters and carriers to negotiate terms and pricing for policies Stay up-to-date with industry trends and regulations to provide clients with the most current information Attend industry events and conferences to network with peers and gain new business opportunities Train and mentor junior staff members to ensure that they are providing high-quality service to clients Qualifications: Minimum of 5 years of experience in Personal Lines Insurance Comprehensive understanding of property and casualty insurance CPCU and CIC designations preferred Experience working with AMS 360 or similar agency management system Strong communication and interpersonal skills Ability to work independently and as part of a team Excellent organizational and time management skills Proven track record of managing a portfolio of high net worth clients Demonstrated ability to develop and implement successful business strategies Knowledge of industry trends and regulations Ability to mentor and train junior staff members If you are a highly motivated and experienced Senior Personal Lines Account Manager with a passion for providing exceptional customer service and a comprehensive understanding of Personal Lines Insurance in the state of California, we encourage you to apply for this exciting opportunity in the Insurance industry. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
02/27/2026
Full time
We are growing exponentially and have been recognized as one of the top companies within our industry! This Jobot Job is hosted by: Ba Tran Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $100,000 - $125,000 per year A bit about us: We are growing exponentially and have been recognized as one of the top companies within our industry! An accomplishment that we are very proud of and can attribute this to our exemplary employees and leadership team. With growth, comes opportunity to continue to add highly skilled and greatly valued employees to our organization. This is a very important hire for us as it is a vital position working with high net worth clients and we would really like this individual to provide the best in class customer service that we believe all of our clients and customers can expect from us. Feel free to apply and speak to us about the details of this opportunity! Why join us? Competitive Compensation and Benefits Package Stable, long term, stability Join a well established team who is invested in your growth and success Substantial growth in their business Nationwide Rewarding work and responsibilities Fully remote opportunity! Job Details We are seeking a highly motivated Senior Personal Lines Account Manager to join our dynamic team in the Insurance industry. The ideal candidate must have a minimum of 5 years of experience in the field and possess a comprehensive understanding of Personal Lines of Insurance. The Personal Lines Account Manager will be responsible for managing a portfolio of high net worth clients, providing exceptional customer service, and ensuring that all client needs are met. Responsibilities: Manage a portfolio of high net worth clients and maintain strong relationships with them Provide exceptional customer service and ensure that all client needs are met in a timely and efficient manner Experience in servicing a large book of business in a fast-paced environment Must have a strong history in servicing clients in the state of California Develop and implement strategies to increase revenue and retain clients Analyze client data and provide recommendations to improve coverage and reduce risk Collaborate with underwriters and carriers to negotiate terms and pricing for policies Stay up-to-date with industry trends and regulations to provide clients with the most current information Attend industry events and conferences to network with peers and gain new business opportunities Train and mentor junior staff members to ensure that they are providing high-quality service to clients Qualifications: Minimum of 5 years of experience in Personal Lines Insurance Comprehensive understanding of property and casualty insurance CPCU and CIC designations preferred Experience working with AMS 360 or similar agency management system Strong communication and interpersonal skills Ability to work independently and as part of a team Excellent organizational and time management skills Proven track record of managing a portfolio of high net worth clients Demonstrated ability to develop and implement successful business strategies Knowledge of industry trends and regulations Ability to mentor and train junior staff members If you are a highly motivated and experienced Senior Personal Lines Account Manager with a passion for providing exceptional customer service and a comprehensive understanding of Personal Lines Insurance in the state of California, we encourage you to apply for this exciting opportunity in the Insurance industry. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
We are growing exponentially and have been recognized as one of the top companies within our industry! This Jobot Job is hosted by: Ba Tran Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $100,000 - $125,000 per year A bit about us: We are growing exponentially and have been recognized as one of the top companies within our industry! An accomplishment that we are very proud of and can attribute this to our exemplary employees and leadership team. With growth, comes opportunity to continue to add highly skilled and greatly valued employees to our organization. This is a very important hire for us as it is a vital position working with high net worth clients and we would really like this individual to provide the best in class customer service that we believe all of our clients and customers can expect from us. Feel free to apply and speak to us about the details of this opportunity! Why join us? Competitive Compensation and Benefits Package Stable, long term, stability Join a well established team who is invested in your growth and success Substantial growth in their business Nationwide Rewarding work and responsibilities Fully remote opportunity! Job Details We are seeking a highly motivated Senior Personal Lines Account Manager to join our dynamic team in the Insurance industry. The ideal candidate must have a minimum of 5 years of experience in the field and possess a comprehensive understanding of Personal Lines of Insurance. The Personal Lines Account Manager will be responsible for managing a portfolio of high net worth clients, providing exceptional customer service, and ensuring that all client needs are met. Responsibilities: Manage a portfolio of high net worth clients and maintain strong relationships with them Provide exceptional customer service and ensure that all client needs are met in a timely and efficient manner Experience in servicing a large book of business in a fast-paced environment Must have a strong history in servicing clients in the state of California Develop and implement strategies to increase revenue and retain clients Analyze client data and provide recommendations to improve coverage and reduce risk Collaborate with underwriters and carriers to negotiate terms and pricing for policies Stay up-to-date with industry trends and regulations to provide clients with the most current information Attend industry events and conferences to network with peers and gain new business opportunities Train and mentor junior staff members to ensure that they are providing high-quality service to clients Qualifications: Minimum of 5 years of experience in Personal Lines Insurance Comprehensive understanding of property and casualty insurance CPCU and CIC designations preferred Experience working with AMS 360 or similar agency management system Strong communication and interpersonal skills Ability to work independently and as part of a team Excellent organizational and time management skills Proven track record of managing a portfolio of high net worth clients Demonstrated ability to develop and implement successful business strategies Knowledge of industry trends and regulations Ability to mentor and train junior staff members If you are a highly motivated and experienced Senior Personal Lines Account Manager with a passion for providing exceptional customer service and a comprehensive understanding of Personal Lines Insurance in the state of California, we encourage you to apply for this exciting opportunity in the Insurance industry. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
02/27/2026
Full time
We are growing exponentially and have been recognized as one of the top companies within our industry! This Jobot Job is hosted by: Ba Tran Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $100,000 - $125,000 per year A bit about us: We are growing exponentially and have been recognized as one of the top companies within our industry! An accomplishment that we are very proud of and can attribute this to our exemplary employees and leadership team. With growth, comes opportunity to continue to add highly skilled and greatly valued employees to our organization. This is a very important hire for us as it is a vital position working with high net worth clients and we would really like this individual to provide the best in class customer service that we believe all of our clients and customers can expect from us. Feel free to apply and speak to us about the details of this opportunity! Why join us? Competitive Compensation and Benefits Package Stable, long term, stability Join a well established team who is invested in your growth and success Substantial growth in their business Nationwide Rewarding work and responsibilities Fully remote opportunity! Job Details We are seeking a highly motivated Senior Personal Lines Account Manager to join our dynamic team in the Insurance industry. The ideal candidate must have a minimum of 5 years of experience in the field and possess a comprehensive understanding of Personal Lines of Insurance. The Personal Lines Account Manager will be responsible for managing a portfolio of high net worth clients, providing exceptional customer service, and ensuring that all client needs are met. Responsibilities: Manage a portfolio of high net worth clients and maintain strong relationships with them Provide exceptional customer service and ensure that all client needs are met in a timely and efficient manner Experience in servicing a large book of business in a fast-paced environment Must have a strong history in servicing clients in the state of California Develop and implement strategies to increase revenue and retain clients Analyze client data and provide recommendations to improve coverage and reduce risk Collaborate with underwriters and carriers to negotiate terms and pricing for policies Stay up-to-date with industry trends and regulations to provide clients with the most current information Attend industry events and conferences to network with peers and gain new business opportunities Train and mentor junior staff members to ensure that they are providing high-quality service to clients Qualifications: Minimum of 5 years of experience in Personal Lines Insurance Comprehensive understanding of property and casualty insurance CPCU and CIC designations preferred Experience working with AMS 360 or similar agency management system Strong communication and interpersonal skills Ability to work independently and as part of a team Excellent organizational and time management skills Proven track record of managing a portfolio of high net worth clients Demonstrated ability to develop and implement successful business strategies Knowledge of industry trends and regulations Ability to mentor and train junior staff members If you are a highly motivated and experienced Senior Personal Lines Account Manager with a passion for providing exceptional customer service and a comprehensive understanding of Personal Lines Insurance in the state of California, we encourage you to apply for this exciting opportunity in the Insurance industry. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
We are growing exponentially and have been recognized as one of the top companies within our industry! This Jobot Job is hosted by: Ba Tran Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $100,000 - $125,000 per year A bit about us: We are growing exponentially and have been recognized as one of the top companies within our industry! An accomplishment that we are very proud of and can attribute this to our exemplary employees and leadership team. With growth, comes opportunity to continue to add highly skilled and greatly valued employees to our organization. This is a very important hire for us as it is a vital position working with high net worth clients and we would really like this individual to provide the best in class customer service that we believe all of our clients and customers can expect from us. Feel free to apply and speak to us about the details of this opportunity! Why join us? Competitive Compensation and Benefits Package Stable, long term, stability Join a well established team who is invested in your growth and success Substantial growth in their business Nationwide Rewarding work and responsibilities Fully remote opportunity! Job Details We are seeking a highly motivated Senior Personal Lines Account Manager to join our dynamic team in the Insurance industry. The ideal candidate must have a minimum of 5 years of experience in the field and possess a comprehensive understanding of Personal Lines of Insurance. The Personal Lines Account Manager will be responsible for managing a portfolio of high net worth clients, providing exceptional customer service, and ensuring that all client needs are met. Responsibilities: Manage a portfolio of high net worth clients and maintain strong relationships with them Provide exceptional customer service and ensure that all client needs are met in a timely and efficient manner Experience in servicing a large book of business in a fast-paced environment Must have a strong history in servicing clients in the state of California Develop and implement strategies to increase revenue and retain clients Analyze client data and provide recommendations to improve coverage and reduce risk Collaborate with underwriters and carriers to negotiate terms and pricing for policies Stay up-to-date with industry trends and regulations to provide clients with the most current information Attend industry events and conferences to network with peers and gain new business opportunities Train and mentor junior staff members to ensure that they are providing high-quality service to clients Qualifications: Minimum of 5 years of experience in Personal Lines Insurance Comprehensive understanding of property and casualty insurance CPCU and CIC designations preferred Experience working with AMS 360 or similar agency management system Strong communication and interpersonal skills Ability to work independently and as part of a team Excellent organizational and time management skills Proven track record of managing a portfolio of high net worth clients Demonstrated ability to develop and implement successful business strategies Knowledge of industry trends and regulations Ability to mentor and train junior staff members If you are a highly motivated and experienced Senior Personal Lines Account Manager with a passion for providing exceptional customer service and a comprehensive understanding of Personal Lines Insurance in the state of California, we encourage you to apply for this exciting opportunity in the Insurance industry. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
02/27/2026
Full time
We are growing exponentially and have been recognized as one of the top companies within our industry! This Jobot Job is hosted by: Ba Tran Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $100,000 - $125,000 per year A bit about us: We are growing exponentially and have been recognized as one of the top companies within our industry! An accomplishment that we are very proud of and can attribute this to our exemplary employees and leadership team. With growth, comes opportunity to continue to add highly skilled and greatly valued employees to our organization. This is a very important hire for us as it is a vital position working with high net worth clients and we would really like this individual to provide the best in class customer service that we believe all of our clients and customers can expect from us. Feel free to apply and speak to us about the details of this opportunity! Why join us? Competitive Compensation and Benefits Package Stable, long term, stability Join a well established team who is invested in your growth and success Substantial growth in their business Nationwide Rewarding work and responsibilities Fully remote opportunity! Job Details We are seeking a highly motivated Senior Personal Lines Account Manager to join our dynamic team in the Insurance industry. The ideal candidate must have a minimum of 5 years of experience in the field and possess a comprehensive understanding of Personal Lines of Insurance. The Personal Lines Account Manager will be responsible for managing a portfolio of high net worth clients, providing exceptional customer service, and ensuring that all client needs are met. Responsibilities: Manage a portfolio of high net worth clients and maintain strong relationships with them Provide exceptional customer service and ensure that all client needs are met in a timely and efficient manner Experience in servicing a large book of business in a fast-paced environment Must have a strong history in servicing clients in the state of California Develop and implement strategies to increase revenue and retain clients Analyze client data and provide recommendations to improve coverage and reduce risk Collaborate with underwriters and carriers to negotiate terms and pricing for policies Stay up-to-date with industry trends and regulations to provide clients with the most current information Attend industry events and conferences to network with peers and gain new business opportunities Train and mentor junior staff members to ensure that they are providing high-quality service to clients Qualifications: Minimum of 5 years of experience in Personal Lines Insurance Comprehensive understanding of property and casualty insurance CPCU and CIC designations preferred Experience working with AMS 360 or similar agency management system Strong communication and interpersonal skills Ability to work independently and as part of a team Excellent organizational and time management skills Proven track record of managing a portfolio of high net worth clients Demonstrated ability to develop and implement successful business strategies Knowledge of industry trends and regulations Ability to mentor and train junior staff members If you are a highly motivated and experienced Senior Personal Lines Account Manager with a passion for providing exceptional customer service and a comprehensive understanding of Personal Lines Insurance in the state of California, we encourage you to apply for this exciting opportunity in the Insurance industry. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
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 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 Job Description 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, with the opportunity to move to a hybrid schedule after 6 months. 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 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.
02/26/2026
Full time
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 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 Job Description 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, with the opportunity to move to a hybrid schedule after 6 months. 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 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.
Award-Winning - AV-Rated Mid-Sized Regional Firm - Hybrid Remote This Jobot Job is hosted by: Stanton Sikorski Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $100,000 - $200,000 per year A bit about us: Join our highly regarded multi-service law firm with over 60 years of excellence. Headquartered in Palm Beach Gardens with additional offices across Florida, our firm delivers sophisticated legal counsel to individuals, businesses, local governments, and institutional investors throughout the U.S. Recognized with an AV rating from Martindale-Hubbell and ranked among the Top Law Firms in the United States, we are known for our work ethic, efficiency, and results-driven approach to client service. Why join us? Competitive Base Salary Up to $200K+ (DOE) Bonuses: - Non-Discretionary: $5K for 1,800 hrs, $10K for 1,900 hrs, $15K for 2,000 hrs - Discretionary: Up to $20K depending on billables and originations Comprehensive Benefits: Medical, Dental, Vision, Life Insurance, Matching 401k, PTO Work-Life Balance: Clear bonus benchmarks and recognition for performance Hybrid Remote Job Details Advise clients on federal and state securities law compliance Prepare and file registration statements, 10-Ks, 10-Qs, 8-Ks, proxy statements, and other disclosures Handle private placements, public offerings, reverse mergers, and PIPE transactions Guide clients through uplisting and exchange compliance (OTC to NASDAQ/NYSE) Counsel issuers, underwriters, and investors in capital markets transactions Coordinate annual and special meetings of shareholders and handle proxy matters Respond to SEC comment letters and manage SEC/FINRA investigations Oversee Regulation D, S, and A+ offerings and related disclosure documentation Collaborate with the Corporate department on M&A and related transactions Looking For: J.D. and licensed to practice in Florida Minimum 4 years of experience focused on securities law Experience advising on 1934 Act reporting and 1933 Act registered and exempt offerings. Experience with SEC Reporting and Compliance, Reverse Mergers, venture capital and private equity financings. Proven ability to independently manage filings, reports, and transaction execution Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
02/26/2026
Full time
Award-Winning - AV-Rated Mid-Sized Regional Firm - Hybrid Remote This Jobot Job is hosted by: Stanton Sikorski Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $100,000 - $200,000 per year A bit about us: Join our highly regarded multi-service law firm with over 60 years of excellence. Headquartered in Palm Beach Gardens with additional offices across Florida, our firm delivers sophisticated legal counsel to individuals, businesses, local governments, and institutional investors throughout the U.S. Recognized with an AV rating from Martindale-Hubbell and ranked among the Top Law Firms in the United States, we are known for our work ethic, efficiency, and results-driven approach to client service. Why join us? Competitive Base Salary Up to $200K+ (DOE) Bonuses: - Non-Discretionary: $5K for 1,800 hrs, $10K for 1,900 hrs, $15K for 2,000 hrs - Discretionary: Up to $20K depending on billables and originations Comprehensive Benefits: Medical, Dental, Vision, Life Insurance, Matching 401k, PTO Work-Life Balance: Clear bonus benchmarks and recognition for performance Hybrid Remote Job Details Advise clients on federal and state securities law compliance Prepare and file registration statements, 10-Ks, 10-Qs, 8-Ks, proxy statements, and other disclosures Handle private placements, public offerings, reverse mergers, and PIPE transactions Guide clients through uplisting and exchange compliance (OTC to NASDAQ/NYSE) Counsel issuers, underwriters, and investors in capital markets transactions Coordinate annual and special meetings of shareholders and handle proxy matters Respond to SEC comment letters and manage SEC/FINRA investigations Oversee Regulation D, S, and A+ offerings and related disclosure documentation Collaborate with the Corporate department on M&A and related transactions Looking For: J.D. and licensed to practice in Florida Minimum 4 years of experience focused on securities law Experience advising on 1934 Act reporting and 1933 Act registered and exempt offerings. Experience with SEC Reporting and Compliance, Reverse Mergers, venture capital and private equity financings. Proven ability to independently manage filings, reports, and transaction execution Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
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 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, with the opportunity to move to a hybrid schedule after 6 months. 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 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.
02/25/2026
Full time
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 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, with the opportunity to move to a hybrid schedule after 6 months. 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 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.
