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 San Antonio 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: $85,040 - $153,080 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.
03/21/2026
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 San Antonio 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: $85,040 - $153,080 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.
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:
03/20/2026
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:
Armac Insurance Agency Inc
Victorville, California
SUMMARY The Account Representative contributes to the Agency's revenue through the sale of insurance products to new prospects and by providing excellent customer service and cross selling additional lines of insurance to existing clients in order to retain the business. The main focus of an account representative is on customer service and providing assistance to the account managers on renewals and service related tasks. This position also maintains accurate client accounts and provides prompt, efficient, high-quality service to all calls received always remembering that every call is an opportunity to sell. The Account Representative is required to have a California Insurance License for Property & Casualty Broker-Agent or Personal Lines Broker-Agent and a minimum of two years experience in the insurance industry. ESSENTIAL FUNCTIONS Oversee, analyze and evaluate client's risks Review coverage's to ensure quality of risk placement Recommend needed changes in coverage when required due to change in exposure, marketplace and general improvement of insurance program Demonstrate an understanding of complex coverages and policy terms and be able to clearly articulate this information as needed Immediately develop proficiency in the use of agency client services computer software (e.g. AMS 360, rating programs, word processing, Outlook, etc.) Maintain up-to-date knowledge of markets, underwriting criteria and use of company specific materials Determine acceptability and placement, complete applications or endorsements, and collect premium when applicable Handle premium collection Actively solicit increases in limits and/or coverages or rounding out accounts through sales to clients Solicit expiration dates for policies not written by agency. Complete AMS 360 input forms per procedural guidelines Maintain and facilitate accurate prospect, client, company related records Maintain a concern for timeliness and completeness when interacting with customers, as well as agency and company personnel, to minimize potentials for error or omission claims Assist in marketing accounts where appropriate due to relationships or product expertise Provide required reports on a timely basis Perform other functions as assigned by management. DAILY TASKS Manages day to day processing of endorsements, coverage/policy changes, evidence of insurance, and general correspondence. Document all conversations with insureds, carriers and/or other parties regarding exposures and coverages Actively seek referrals from current client base to solicit for new business prospects; follow up to generate new business using prospect database and automation system. Provide quotes to prospective clients Answer all incoming calls in a professional manner Return phone calls promptly and follow up on requests Perform special projects at the request of designated clients Responsible for gathering the information for the renewal of designated accounts sixty days prior to renewal. Binders and/or policy or endorsement requests are to be completed within 24 hours of date quoted to client Collect necessary deposits, payments, arrange for binders, evidences, etc. Review updated client exposure survey information, obtain other renewal information from insured, and complete applications for designated renewal business Prepare rewrite applications for business through companies no longer represented at least 30 days prior to renewal. Review existing accounts to determine if additional lines of insurance should be solicited and do so by mail and/or phone prior to renewal Follow up on outstanding claims and provide assistance in their resolution, as necessary KNOWLEDGE, SKILLS AND ABILITIES All licenses to discuss or place insurance as required by the State Department of Insurance in states where the agency functions Aggressive and assertive self-starter with the ability to influence others with demonstrated effective verbal and written presentation skills Ability to maintain good working relationships with customers, employees, and division staff Excellent analytical, oral and written communication skills Word processing and computer skills Attention to detail and high level of accuracy Expected to meet monthly new business premium goals through a variety of sources: referrals, cross selling, etc. Strong organizational skills Maintain knowledge of underwriting criteria for carriers represented by agency. In-depth understanding and knowledge of insurance terminology, documents, coverages, underwriting, rating, claims, premium billing and collection methods Ability to use personal computer, calculator, agency automation systems and various software programs, including but not limited to Microsoft Word and Excel Ability to quickly learn manual systems and computer tools Ability to work well under pressure Ability to work well both independently and as a team member Ability to calculate figures and amounts such as discounts, interest, commissions, proportions and percentages. Ability to apply concepts of basic algebra Ability to dress in a professional manner This position requires a professional demeanor and an orientation towards customer service and sales WORKING CONDITIONS Fast-paced Multi-tasking Variety of Tasks Frequently Shifting Priorities Self Managing PSYCHOLOGICAL DEMANDS OF THE JOB The psychological demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Employee spends 2/3 or more of the total time on the job: Changing priorities Being interrupted Juggling multiple tasks Meeting deadlines Working alone Paying attention to detail Having to "think on my feet" Building rapport with clients/underwriters, etc. Dealing with a "fast-paced" environment Employee spends 1/3 to 2/3 of the total time: Working as part of a team Interacting with people from other departments Selling my ideas and opinions Employee spends up to 1/3 of the total time: Dealing with irritated and angry people Responding to the needs of multiple bosses Working more than 8 hours/day by choice PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is: Regularly (2/3 or more total time) required to: sit on an office chair up to 6 hours per day use hands to finger, handle, or feel objects and controls such as those on telephones and computers talk and hear in person and on the telephone reach with hands and arms, grasp objects, push/pull file drawers of 10-50 pounds, twist the upper body, rotate the wrist, and use finger dexterity writing and using the computer Frequently (1/3 to 2/3 total time) required to: kneel to file squat to file Occasionally (up to 1/3 total time) required to: lift 10 to 20 pounds from floor to desk or top of file cabinet, and carry for a distance of 10 to 40 feet bend to file or retrieve an item on the floor or in a drawer stand for several minutes at a time for up to 1 hour a day walk for a distance of 10 to 40 feet up to 1 hour a day climb stairs Specific vision abilities required by this job include close vision, color vision, depth perception, and the ability to adjust focus. GENERAL This job description is intended to describe the level of work required of the person performing the job. Essential functions are outlined; other duties may be assigned as needs arise or as required to support the agency's essential functions. This description is not intended as a contract and is subject to unilateral change and revision by management. Any written contractual agreements will supersede this job description. All requirements may be modified to reasonably accommodate physically or mentally challenged employees. Compensation details: 20-25 Hourly Wage PI0637e5-
03/20/2026
Full time
SUMMARY The Account Representative contributes to the Agency's revenue through the sale of insurance products to new prospects and by providing excellent customer service and cross selling additional lines of insurance to existing clients in order to retain the business. The main focus of an account representative is on customer service and providing assistance to the account managers on renewals and service related tasks. This position also maintains accurate client accounts and provides prompt, efficient, high-quality service to all calls received always remembering that every call is an opportunity to sell. The Account Representative is required to have a California Insurance License for Property & Casualty Broker-Agent or Personal Lines Broker-Agent and a minimum of two years experience in the insurance industry. ESSENTIAL FUNCTIONS Oversee, analyze and evaluate client's risks Review coverage's to ensure quality of risk placement Recommend needed changes in coverage when required due to change in exposure, marketplace and general improvement of insurance program Demonstrate an understanding of complex coverages and policy terms and be able to clearly articulate this information as needed Immediately develop proficiency in the use of agency client services computer software (e.g. AMS 360, rating programs, word processing, Outlook, etc.) Maintain up-to-date knowledge of markets, underwriting criteria and use of company specific materials Determine acceptability and placement, complete applications or endorsements, and collect premium when applicable Handle premium collection Actively solicit increases in limits and/or coverages or rounding out accounts through sales to clients Solicit expiration dates for policies not written by agency. Complete AMS 360 input forms per procedural guidelines Maintain and facilitate accurate prospect, client, company related records Maintain a concern for timeliness and completeness when interacting with customers, as well as agency and company personnel, to minimize potentials for error or omission claims Assist in marketing accounts where appropriate due to relationships or product expertise Provide required reports on a timely basis Perform other functions as assigned by management. DAILY TASKS Manages day to day processing of endorsements, coverage/policy changes, evidence of insurance, and general correspondence. Document all conversations with insureds, carriers and/or other parties regarding exposures and coverages Actively seek referrals from current client base to solicit for new business prospects; follow up to generate new business using prospect database and automation system. Provide quotes to prospective clients Answer all incoming calls in a professional manner Return phone calls promptly and follow up on requests Perform special projects at the request of designated clients Responsible for gathering the information for the renewal of designated accounts sixty days prior to renewal. Binders and/or policy or endorsement requests are to be completed within 24 hours of date quoted to client Collect necessary deposits, payments, arrange for binders, evidences, etc. Review updated client exposure survey information, obtain other renewal information from insured, and complete applications for designated renewal business Prepare rewrite applications for business through companies no longer represented at least 30 days prior to renewal. Review existing accounts to determine if additional lines of insurance should be solicited and do so by mail and/or phone prior to renewal Follow up on outstanding claims and provide assistance in their resolution, as necessary KNOWLEDGE, SKILLS AND ABILITIES All licenses to discuss or place insurance as required by the State Department of Insurance in states where the agency functions Aggressive and assertive self-starter with the ability to influence others with demonstrated effective verbal and written presentation skills Ability to maintain good working relationships with customers, employees, and division staff Excellent analytical, oral and written communication skills Word processing and computer skills Attention to detail and high level of accuracy Expected to meet monthly new business premium goals through a variety of sources: referrals, cross selling, etc. Strong organizational skills Maintain knowledge of underwriting criteria for carriers represented by agency. In-depth understanding and knowledge of insurance terminology, documents, coverages, underwriting, rating, claims, premium billing and collection methods Ability to use personal computer, calculator, agency automation systems and various software programs, including but not limited to Microsoft Word and Excel Ability to quickly learn manual systems and computer tools Ability to work well under pressure Ability to work well both independently and as a team member Ability to calculate figures and amounts such as discounts, interest, commissions, proportions and percentages. Ability to apply concepts of basic algebra Ability to dress in a professional manner This position requires a professional demeanor and an orientation towards customer service and sales WORKING CONDITIONS Fast-paced Multi-tasking Variety of Tasks Frequently Shifting Priorities Self Managing PSYCHOLOGICAL DEMANDS OF THE JOB The psychological demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Employee spends 2/3 or more of the total time on the job: Changing priorities Being interrupted Juggling multiple tasks Meeting deadlines Working alone Paying attention to detail Having to "think on my feet" Building rapport with clients/underwriters, etc. Dealing with a "fast-paced" environment Employee spends 1/3 to 2/3 of the total time: Working as part of a team Interacting with people from other departments Selling my ideas and opinions Employee spends up to 1/3 of the total time: Dealing with irritated and angry people Responding to the needs of multiple bosses Working more than 8 hours/day by choice PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is: Regularly (2/3 or more total time) required to: sit on an office chair up to 6 hours per day use hands to finger, handle, or feel objects and controls such as those on telephones and computers talk and hear in person and on the telephone reach with hands and arms, grasp objects, push/pull file drawers of 10-50 pounds, twist the upper body, rotate the wrist, and use finger dexterity writing and using the computer Frequently (1/3 to 2/3 total time) required to: kneel to file squat to file Occasionally (up to 1/3 total time) required to: lift 10 to 20 pounds from floor to desk or top of file cabinet, and carry for a distance of 10 to 40 feet bend to file or retrieve an item on the floor or in a drawer stand for several minutes at a time for up to 1 hour a day walk for a distance of 10 to 40 feet up to 1 hour a day climb stairs Specific vision abilities required by this job include close vision, color vision, depth perception, and the ability to adjust focus. GENERAL This job description is intended to describe the level of work required of the person performing the job. Essential functions are outlined; other duties may be assigned as needs arise or as required to support the agency's essential functions. This description is not intended as a contract and is subject to unilateral change and revision by management. Any written contractual agreements will supersede this job description. All requirements may be modified to reasonably accommodate physically or mentally challenged employees. Compensation details: 20-25 Hourly Wage PI0637e5-
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 OpportunityThe 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 requiredWhat 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 partnerCompensation range: The salary range for this position is: $48,340.00 - $81,580.00.Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. -Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. -The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. -For more details on our outstanding benefits, visit our benefits page on USAAjobs.comApplications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. -USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
03/20/2026
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 OpportunityThe 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 requiredWhat 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 partnerCompensation range: The salary range for this position is: $48,340.00 - $81,580.00.Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. -Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. -The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. -For more details on our outstanding benefits, visit our benefits page on USAAjobs.comApplications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. -USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
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 OpportunityThe 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 requiredWhat 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 partnerCompensation 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 USAAjobs.comApplications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. -USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
03/20/2026
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 OpportunityThe 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 requiredWhat 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 partnerCompensation 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 USAAjobs.comApplications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. -USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
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 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. 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: $45,470 - $76,730. 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.
03/20/2026
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 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. 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: $45,470 - $76,730. 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 OpportunityThe 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 requiredWhat 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 partnerCompensation range: The salary range for this position is: $62,470.00 - $105,420.00.Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. -Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. -The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. -For more details on our outstanding benefits, visit our benefits page on USAAjobs.comApplications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. -USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
03/20/2026
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 OpportunityThe 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 requiredWhat 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 partnerCompensation range: The salary range for this position is: $62,470.00 - $105,420.00.Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. -Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. -The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. -For more details on our outstanding benefits, visit our benefits page on USAAjobs.comApplications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. -USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
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 OpportunityThe 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 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. 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 requiredWhat 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 partnerCompensation range: The salary range for this position is: $62,470.00 - $108,680.00.Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. -Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. -The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. -For more details on our outstanding benefits, visit our benefits page on USAAjobs.comApplications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. -USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
03/20/2026
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 OpportunityThe 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 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. 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 requiredWhat 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 partnerCompensation range: The salary range for this position is: $62,470.00 - $108,680.00.Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. -Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. -The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. -For more details on our outstanding benefits, visit our benefits page on USAAjobs.comApplications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. -USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
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 OpportunityThe 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 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. 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 requiredWhat 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 -partnerCompensation range: The salary range for this position is: $45,470.00 - $79,110.00.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 USAAjobs.comApplications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. -USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
03/19/2026
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 OpportunityThe 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 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. 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 requiredWhat 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 -partnerCompensation range: The salary range for this position is: $45,470.00 - $79,110.00.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 USAAjobs.comApplications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. -USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Horace Mann is seeking an experienced and highly skilled Senior Life Underwriting Consultant to join our Life Insurance team. This role is responsible for reviewing, evaluating, and classifying complex medical, non-medical, and financial risks to determine appropriate underwriting offers while balancing sound risk assessment with competitive positioning. The Senior Life Underwriting Consultant plays a critical role in protecting company profitability from a mortality and morbidity standpoint while ensuring fair and equitable decisions for applicants and agents. This position also serves as a technical expert, mentor, and key resource within the underwriting team. Key Responsibilities Risk Assessment & Decision Authority Review, evaluate, and classify medical, non-medical, and financial risks to determine underwriting offers on new life insurance policies. Underwrite life insurance risks with approval authority up to $5,000,000 face amount cases. Ensure underwriting decisions are fair, consistent, and aligned with company profitability objectives. Maintain strict adherence to internal underwriting guidelines, SOPs, regulatory statutes, and legal/compliance directives. Operational Excellence & Productivity Manage and process caseload in a timely and productive manner, meeting or exceeding established service standards. Demonstrate superior competency in utilizing underwriting and new business systems, including Resonant, online reference manuals, and vendor websites. Complete audits of underwriting decisions and processing to ensure proper mortality assessments and identify training opportunities. Provide back-up support to the Chief Life Underwriter as needed. Complete cosigns for Underwriter-level cases as assigned. Relationship Management & Communication Develop and maintain strong working relationships with agents, sales teams, and internal and external customers. Provide accurate and timely communication to agents via email and telephone. Support a collaborative underwriting environment that promotes transparency and partnership. Leadership & Continuous Improvement Participate in projects, committees, and presentations as required. Identify and recommend opportunities to improve underwriting processes and procedures. Train and mentor team members in underwriting best practices and system utilization. Complete five (5) or more professional development actions annually, including industry courses, seminars, or continuing education activities. Qualifications & Experience 10+ years of experience as a Life Insurance Underwriter preferred. Demonstrated experience handling large face amount cases and complex underwriting scenarios. Strong understanding of mortality and morbidity risk evaluation. Proven ability to interpret medical and financial documentation accurately. Experience working within established underwriting authority levels. Strong communication, analytical, and decision-making skills. Demonstrated commitment to compliance, accuracy, and professional development. Additional Information Normal office environment with remote work-from-home options based on management discretion and business needs. Core business hours required; additional time may be necessary to meet service standards. Periodic travel may be required. Salary Range: $76,600.00 - $106,450.00 annually Salary is commensurate to experience, location, etc. Horace Mann was founded in 1945 by two Springfield, Illinois, teachers who saw a need for quality, affordable auto insurance for teachers. Since then, we've broadened our mission to helping all educators protect what they have today and prepare for a successful tomorrow. And with our broadened mission has come corporate growth: We serve more than 4,100 school districts nationwide, we're publicly traded on the New York Stock Exchange (symbol: HMN) and we have more than $12 billion in assets. We're motivated by the fact that educators take care of our children's future, and we believe they deserve someone to look after theirs. We help educators identify their financial goals and develop plans to achieve them. This includes insurance to protect what they have today and financial products to help them prepare for their future. Our tailored offerings include special rates and benefits for educators. EOE/Minorities/Females/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status For applicants that are California residents, please review our California Consumer Privacy Notice All applicants should review our Horace Mann Privacy Policy
03/19/2026
Full time
Horace Mann is seeking an experienced and highly skilled Senior Life Underwriting Consultant to join our Life Insurance team. This role is responsible for reviewing, evaluating, and classifying complex medical, non-medical, and financial risks to determine appropriate underwriting offers while balancing sound risk assessment with competitive positioning. The Senior Life Underwriting Consultant plays a critical role in protecting company profitability from a mortality and morbidity standpoint while ensuring fair and equitable decisions for applicants and agents. This position also serves as a technical expert, mentor, and key resource within the underwriting team. Key Responsibilities Risk Assessment & Decision Authority Review, evaluate, and classify medical, non-medical, and financial risks to determine underwriting offers on new life insurance policies. Underwrite life insurance risks with approval authority up to $5,000,000 face amount cases. Ensure underwriting decisions are fair, consistent, and aligned with company profitability objectives. Maintain strict adherence to internal underwriting guidelines, SOPs, regulatory statutes, and legal/compliance directives. Operational Excellence & Productivity Manage and process caseload in a timely and productive manner, meeting or exceeding established service standards. Demonstrate superior competency in utilizing underwriting and new business systems, including Resonant, online reference manuals, and vendor websites. Complete audits of underwriting decisions and processing to ensure proper mortality assessments and identify training opportunities. Provide back-up support to the Chief Life Underwriter as needed. Complete cosigns for Underwriter-level cases as assigned. Relationship Management & Communication Develop and maintain strong working relationships with agents, sales teams, and internal and external customers. Provide accurate and timely communication to agents via email and telephone. Support a collaborative underwriting environment that promotes transparency and partnership. Leadership & Continuous Improvement Participate in projects, committees, and presentations as required. Identify and recommend opportunities to improve underwriting processes and procedures. Train and mentor team members in underwriting best practices and system utilization. Complete five (5) or more professional development actions annually, including industry courses, seminars, or continuing education activities. Qualifications & Experience 10+ years of experience as a Life Insurance Underwriter preferred. Demonstrated experience handling large face amount cases and complex underwriting scenarios. Strong understanding of mortality and morbidity risk evaluation. Proven ability to interpret medical and financial documentation accurately. Experience working within established underwriting authority levels. Strong communication, analytical, and decision-making skills. Demonstrated commitment to compliance, accuracy, and professional development. Additional Information Normal office environment with remote work-from-home options based on management discretion and business needs. Core business hours required; additional time may be necessary to meet service standards. Periodic travel may be required. Salary Range: $76,600.00 - $106,450.00 annually Salary is commensurate to experience, location, etc. Horace Mann was founded in 1945 by two Springfield, Illinois, teachers who saw a need for quality, affordable auto insurance for teachers. Since then, we've broadened our mission to helping all educators protect what they have today and prepare for a successful tomorrow. And with our broadened mission has come corporate growth: We serve more than 4,100 school districts nationwide, we're publicly traded on the New York Stock Exchange (symbol: HMN) and we have more than $12 billion in assets. We're motivated by the fact that educators take care of our children's future, and we believe they deserve someone to look after theirs. We help educators identify their financial goals and develop plans to achieve them. This includes insurance to protect what they have today and financial products to help them prepare for their future. Our tailored offerings include special rates and benefits for educators. EOE/Minorities/Females/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status For applicants that are California residents, please review our California Consumer Privacy Notice All applicants should review our Horace Mann Privacy Policy
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 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. 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: $45,470 - $76,730. 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.
03/19/2026
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 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. 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: $45,470 - $76,730. 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 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 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. 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 - $108,680.00. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on 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.
03/19/2026
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 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. 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 - $108,680.00. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on 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 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. 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: $45,470.00 - $79,110.00. 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.
03/19/2026
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 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. 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: $45,470.00 - $79,110.00. 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.
The Commercial Underwriter's focus will be underwriting the Ace Hardware Insurance Program, including the prequalification of new business, validating renewal exposures, risk qualifications and pricing; and assist the AIA team in achieving its servicing and sales goals with a variety of underwriting and workflow responsibilities. What You'll Do Manage the underwriting of the entire policy portfolio including Package, ISO BOP, WC, Auto and excess lines of coverage in accordance with the agency/fronting carriers growth, retention, rate, profitability and premium goals. Work with fronting carrier to identify potential agency guideline deficiencies and opportunities. Champion coverage and rate changes once identified and determined necessary, with fronting carrier and agency management. E valuate new and renewal exposures, limits, and issued policies to ensure compliance with underwriting guidelines and state regulations. Manage policy referral to fronting carrier process to ensure completeness of submissions, complete understanding of issues necessitating referral, and timeliness of fronting carrier response. Work with agent to ensure renewals are completed, issued and the policies are received by the agent at least 30 or more days prior to the renewal date. Order and evaluate various reports to determine future underwriting actions including: renewing a risk with no changes, coverage modification and non-renewals. Required Skills The candidate will require a BA/BS degree targeting Business or Insurance 3+ years of Property/Casualty insurance underwriting experience and possessing or currently pursuing a CPCU. Without a degree the candidate will need 5+ of Property/Casualty underwriting experience and currently pursuing an AU or CPCU insurance designation. The candidate will need to possess a demonstrated technical knowledge of commercial lines underwriting, be detail oriented, organized and able to handle multiple tasks to meet deadlines. Ability to prepare and review underwriting information to assist in the underwriting of new & renewal small & medium Commercial business A self-starter with a high level attention to detail, accuracy, and data integrity Be willing to learn and work in a fast-paced environment, multi-task, and make quick decisions while maintaining underwriting integrity, yet maintain standards of quality and quantity of output as established by management Ability to collaborate and work well within a team structure Strong Small Business Program underwriting acumen and experience is preferred Familiarity with new, highly intuitive, commercial lines rating and data systems and providers Strong organizational, time management, oral & written communication skills Strong computer skills including Microsoft Excel, Word, Outlook and Publisher; strong Excel and Word skills a must (Intermediate to Advanced) Compensation Details: $76300 - $95500 per year Why should you join our team? We live our values - W.E.L.I.G.H.T (Winning, Excellence, Love, Integrity, Gratitude, Humility, and Teamwork). Gratitude. Humility. Love. You don't often see values like these in most corporate statements, but Ace is different. These things are important to us. They represent our commitment to the company, our employees, to Ace retailers and to the Ace brand. In addition to providing our employees a great culture, Ace also offers competitive benefits that address life's necessities and perks, many of which expand and improve year after year, including: Incentive opportunities, based on role/grade level (company growth over the past 5 years resulted in incentives being paid out at an average of 122% of your target opportunity!) Generous 401(k) retirement savings plan with a fully vested matching contribution the first year in addition to quarterly contributions and annual discretionary contribution (once eligibility requirements have been met). Over the past 5 years, company contributions (matching, quarterly & discretionary) for fully eligible employees have averaged 10% of total eligible compensation Comprehensive health coverage (medical, dental, vision and disability - up to 26 weeks short-term disability and long-term disability) & life insurance benefits for you and your dependents 21 days of vacation immediately available (prorated in the first year) and up to 6 paid holidays depending on the month of hire Company Car, phone and fuel card are provided for field-based positions Your career at Ace is more than just a job. It's a chance to be part of something meaningful. We help locally-owned businesses thrive and make an impact in their communities - and we support our employees in doing the same by offering an annual Ace Cares Week, 20 hours off work per year to volunteer at an organization of your choice, opportunities to help Children's Miracle Network Hospitals and the Ace Helpful Fund through the Ace Foundation Ace invests in every employee we hire, with a key focus on development and coaching. We offer on-site classes, facilitator-led courses, and a generous tuition assistance program, plus a performance management approach that goes beyond the typical annual review We know the work environment matters. That's why Ace holds frequent campus events like Employee Appreciation Week, vendor demos, cookouts, and merchandise sales We bring them to you! Services such as mobile spas, auto maintenance, car wash and detailing, dry cleaning, dentists, eye doctors, flu shots, recycling and more! Employee discounts on Ace merchandise (including top brands like Weber, Traeger, Yeti, Craftsman, DeWalt and more), travel, fitness, computers and thousands more Birth/Adoption bonding paid time off Adoption cost reimbursement Employee Assistance Program (EAP) - access to free visits to therapists and lawyers, guidance on financial matters, elder and childcare, and assistance with tickets to entertainment events Identity theft protection Benefits are provided in compliance with applicable policies. Want to be notified when new jobs are posted? Follow the link below to create an account and set up custom job alerts: Create Job Alert We want to hear from you! When most people think of career opportunities with Ace Hardware, they often think of the helpful cashiers and sales associates at their local store. However, have you also considered the people behind the scenes who select, promote, ship and process the invoices for more than 75,000 products? Maybe you haven't, but we'd like you to. Because together we help our customers take care of their homes. Come find out why a career with the Ace Hardware Corporation is one of America's best kept secrets. Equal Opportunity Employer Ace Hardware Corporation is committed to a policy of promoting equal employment opportunities. The company recognizes the importance of diversity and leveraging the skills and talents of all people to the mutual advantage of each individual and the organization. The company is committed to the prevention of employment discrimination related to race, religion, color, sex (including sexual harassment), gender identity, national origin, age, marital status, disability and military or veteran status, sexual orientation or any other action covered by federal or applicable state/local laws. Disclaimer The pay range for this position starts as listed in the job posting, but could be higher based on education and experience. Please note, compensation decisions are dependent on the facts and circumstances of each opening. We take into consideration the minimum requirements outlined in the job description, such as an individual's education, training and experience, the position's work location, required travel (if any), and external market conditions when determining the final salary for potential new hires. Be aware that salary estimates published via alternate online job boards may not be a true representation of the actual pay range offered for this position. Please refer to the Ace position description for the accurate starting pay range information and feel free to discuss this with a Talent Acquisition professional if you are chosen to move forward with an interview. This written "Position Description" is not intended to cover all aspects of the position listed. It is meant to cover the basic/general essential job functions of a particular position. Ace Hardware Corporation reserves the right to change job duties, including essential job functions, according to business necessity. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
03/19/2026
Full time
The Commercial Underwriter's focus will be underwriting the Ace Hardware Insurance Program, including the prequalification of new business, validating renewal exposures, risk qualifications and pricing; and assist the AIA team in achieving its servicing and sales goals with a variety of underwriting and workflow responsibilities. What You'll Do Manage the underwriting of the entire policy portfolio including Package, ISO BOP, WC, Auto and excess lines of coverage in accordance with the agency/fronting carriers growth, retention, rate, profitability and premium goals. Work with fronting carrier to identify potential agency guideline deficiencies and opportunities. Champion coverage and rate changes once identified and determined necessary, with fronting carrier and agency management. E valuate new and renewal exposures, limits, and issued policies to ensure compliance with underwriting guidelines and state regulations. Manage policy referral to fronting carrier process to ensure completeness of submissions, complete understanding of issues necessitating referral, and timeliness of fronting carrier response. Work with agent to ensure renewals are completed, issued and the policies are received by the agent at least 30 or more days prior to the renewal date. Order and evaluate various reports to determine future underwriting actions including: renewing a risk with no changes, coverage modification and non-renewals. Required Skills The candidate will require a BA/BS degree targeting Business or Insurance 3+ years of Property/Casualty insurance underwriting experience and possessing or currently pursuing a CPCU. Without a degree the candidate will need 5+ of Property/Casualty underwriting experience and currently pursuing an AU or CPCU insurance designation. The candidate will need to possess a demonstrated technical knowledge of commercial lines underwriting, be detail oriented, organized and able to handle multiple tasks to meet deadlines. Ability to prepare and review underwriting information to assist in the underwriting of new & renewal small & medium Commercial business A self-starter with a high level attention to detail, accuracy, and data integrity Be willing to learn and work in a fast-paced environment, multi-task, and make quick decisions while maintaining underwriting integrity, yet maintain standards of quality and quantity of output as established by management Ability to collaborate and work well within a team structure Strong Small Business Program underwriting acumen and experience is preferred Familiarity with new, highly intuitive, commercial lines rating and data systems and providers Strong organizational, time management, oral & written communication skills Strong computer skills including Microsoft Excel, Word, Outlook and Publisher; strong Excel and Word skills a must (Intermediate to Advanced) Compensation Details: $76300 - $95500 per year Why should you join our team? We live our values - W.E.L.I.G.H.T (Winning, Excellence, Love, Integrity, Gratitude, Humility, and Teamwork). Gratitude. Humility. Love. You don't often see values like these in most corporate statements, but Ace is different. These things are important to us. They represent our commitment to the company, our employees, to Ace retailers and to the Ace brand. In addition to providing our employees a great culture, Ace also offers competitive benefits that address life's necessities and perks, many of which expand and improve year after year, including: Incentive opportunities, based on role/grade level (company growth over the past 5 years resulted in incentives being paid out at an average of 122% of your target opportunity!) Generous 401(k) retirement savings plan with a fully vested matching contribution the first year in addition to quarterly contributions and annual discretionary contribution (once eligibility requirements have been met). Over the past 5 years, company contributions (matching, quarterly & discretionary) for fully eligible employees have averaged 10% of total eligible compensation Comprehensive health coverage (medical, dental, vision and disability - up to 26 weeks short-term disability and long-term disability) & life insurance benefits for you and your dependents 21 days of vacation immediately available (prorated in the first year) and up to 6 paid holidays depending on the month of hire Company Car, phone and fuel card are provided for field-based positions Your career at Ace is more than just a job. It's a chance to be part of something meaningful. We help locally-owned businesses thrive and make an impact in their communities - and we support our employees in doing the same by offering an annual Ace Cares Week, 20 hours off work per year to volunteer at an organization of your choice, opportunities to help Children's Miracle Network Hospitals and the Ace Helpful Fund through the Ace Foundation Ace invests in every employee we hire, with a key focus on development and coaching. We offer on-site classes, facilitator-led courses, and a generous tuition assistance program, plus a performance management approach that goes beyond the typical annual review We know the work environment matters. That's why Ace holds frequent campus events like Employee Appreciation Week, vendor demos, cookouts, and merchandise sales We bring them to you! Services such as mobile spas, auto maintenance, car wash and detailing, dry cleaning, dentists, eye doctors, flu shots, recycling and more! Employee discounts on Ace merchandise (including top brands like Weber, Traeger, Yeti, Craftsman, DeWalt and more), travel, fitness, computers and thousands more Birth/Adoption bonding paid time off Adoption cost reimbursement Employee Assistance Program (EAP) - access to free visits to therapists and lawyers, guidance on financial matters, elder and childcare, and assistance with tickets to entertainment events Identity theft protection Benefits are provided in compliance with applicable policies. Want to be notified when new jobs are posted? Follow the link below to create an account and set up custom job alerts: Create Job Alert We want to hear from you! When most people think of career opportunities with Ace Hardware, they often think of the helpful cashiers and sales associates at their local store. However, have you also considered the people behind the scenes who select, promote, ship and process the invoices for more than 75,000 products? Maybe you haven't, but we'd like you to. Because together we help our customers take care of their homes. Come find out why a career with the Ace Hardware Corporation is one of America's best kept secrets. Equal Opportunity Employer Ace Hardware Corporation is committed to a policy of promoting equal employment opportunities. The company recognizes the importance of diversity and leveraging the skills and talents of all people to the mutual advantage of each individual and the organization. The company is committed to the prevention of employment discrimination related to race, religion, color, sex (including sexual harassment), gender identity, national origin, age, marital status, disability and military or veteran status, sexual orientation or any other action covered by federal or applicable state/local laws. Disclaimer The pay range for this position starts as listed in the job posting, but could be higher based on education and experience. Please note, compensation decisions are dependent on the facts and circumstances of each opening. We take into consideration the minimum requirements outlined in the job description, such as an individual's education, training and experience, the position's work location, required travel (if any), and external market conditions when determining the final salary for potential new hires. Be aware that salary estimates published via alternate online job boards may not be a true representation of the actual pay range offered for this position. Please refer to the Ace position description for the accurate starting pay range information and feel free to discuss this with a Talent Acquisition professional if you are chosen to move forward with an interview. This written "Position Description" is not intended to cover all aspects of the position listed. It is meant to cover the basic/general essential job functions of a particular position. Ace Hardware Corporation reserves the right to change job duties, including essential job functions, according to business necessity. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
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:
03/19/2026
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:
03/19/2026
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:
03/19/2026
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.
03/18/2026
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.
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 Colorado Springs 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 Colorado Springs 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: $72,080 - $129,740. 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.
03/18/2026
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 Colorado Springs 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 Colorado Springs 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: $72,080 - $129,740. 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 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. 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: $45,470 - $76,730. 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.
03/16/2026
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 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. 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: $45,470 - $76,730. 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.
