Requirements: Knowledge of construction, products, and accessories is desirable. Provides a professional and positive attitude. Knowledge of computer invoicing is desirable. Possesses organizational skills and note taking. Possesses oral and written skills sufficient to deal with customers and fellow employees. Knowledge of calculators to provide multiple arithmetic operations. Operates a multi-line telephone system. Must have own transportation and valid Alaska Driver's license. Must be able to work overtime and Saturdays. Duties and/or Responsibilities: Computer invoicing of sales orders for contractors and retail customers. Provides quality service to customers. Use of calculators and cash register. Must be able to legibly write and organize notes. Knows and understands the uses of a wide variety of building materials. Communicates special orders and pricing requests with Purchasing Agent. Provides product specification for customers. Maintains clean and organized showroom. Advises direct supervisor of low inventory level and special products needed. Notifies direct supervisor of all customer complaints. Performs other tasks as assigned by the Building Materials Manager. Benefits: Paid holidays, overtime, vacation time and sick leave. Medical/ Dental/ Vision insurance. Disability and Life insurance 401(k) Plan. Profit Sharing Plan (dependent on hours worked) Health Savings Account (HSA Plan) Flexible Spending Account (FSA Plan). AS&G is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status or other legally protected status. AS&G is a drug free workplace; passing a drug (including for Cannabis) and alcohol test will be required prior to employment. Random drug testing during employment. How to apply: Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
07/26/2026
Full time
Requirements: Knowledge of construction, products, and accessories is desirable. Provides a professional and positive attitude. Knowledge of computer invoicing is desirable. Possesses organizational skills and note taking. Possesses oral and written skills sufficient to deal with customers and fellow employees. Knowledge of calculators to provide multiple arithmetic operations. Operates a multi-line telephone system. Must have own transportation and valid Alaska Driver's license. Must be able to work overtime and Saturdays. Duties and/or Responsibilities: Computer invoicing of sales orders for contractors and retail customers. Provides quality service to customers. Use of calculators and cash register. Must be able to legibly write and organize notes. Knows and understands the uses of a wide variety of building materials. Communicates special orders and pricing requests with Purchasing Agent. Provides product specification for customers. Maintains clean and organized showroom. Advises direct supervisor of low inventory level and special products needed. Notifies direct supervisor of all customer complaints. Performs other tasks as assigned by the Building Materials Manager. Benefits: Paid holidays, overtime, vacation time and sick leave. Medical/ Dental/ Vision insurance. Disability and Life insurance 401(k) Plan. Profit Sharing Plan (dependent on hours worked) Health Savings Account (HSA Plan) Flexible Spending Account (FSA Plan). AS&G is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status or other legally protected status. AS&G is a drug free workplace; passing a drug (including for Cannabis) and alcohol test will be required prior to employment. Random drug testing during employment. How to apply: Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
GreenState Credit Union Junior Licensed Insurance Representative US-IA-North Liberty Job ID: # of Openings: 1 Category: GreenState Insurance GreenState Credit Union Overview The Junior Licensed Insurance Representative works closely with the License Insurance Repersentatives, Senior License Insurance Representatives, Insurance Processors Senior Account Managers, Account Managers, Licensed Insurance Agents, and Advisors. The primary duties of this position include accurate, timely and professional service to all members and staff of GreenState in daily transactions and inquiries. Provides information and answers to questions regarding GreenState Insurance products and services. This position is responsible for policy retention, member service and sales support. GREENSTATE CULTURE: At GreenState, our purpose is to create lasting value for our members, our communities, and one another. We empower our teams to create opportunities that strengthen financial well-being, transform lives, and enhance the vitality of the communities we serve. We know our success-now and in the future-is deeply rooted in fostering an engaging, diverse, and inclusive workplace where everyone knows they matter, their work makes an impact, and their everyday commitment to living our values is what brings our mission to life. Pay range for this hourly position is $20.97 - $24.52/hr with a progressive benefits package. Responsibilities Performs essential duties and responsibilities in the following areas which may include but are not limited to those listed and are subject to change. Adheres to the Credit Union's core values and Service Standards in conducting GreenState's mission and vision. Demonstrates a positive member service (internal and external) focus at all times. Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities. Ensures confidentiality of member information. Supports a diverse and inclusive work environment. Develops thorough understanding and working knowledge of the agency management system, insurance company sites, underwriting guidelines and eligibility requirements. Updates policy information as needed and requests exceptions, if necessary, from underwriting. Sends binders of insurance for the Producers/LIA's. Processes third party mortgagee changes and send declaration pages to mortgagee lenders upon request. Processes change requests sent by LIA's and contacts underwriting if necessary for exceptions, collects and sends any required documents and asks for extensions. Contacts underwriting if necessary for exceptions, collects and sends any required documents to the insured. Handles client email requests - process changes as requested, gather information to obtain a quote, provide advice regarding insurance products and services, submit claims, advise about claims process, calls out as needed to discuss policies. Sends binders of insurance for the Producers/LIA's. Sends cancellations and processes cancellation requests sent by Advisors, LIA's, SAM's, and Processors. Utilizes DocuSign to assist with sending and receiving signatures for insurance applications and cancellations. Researches and resolves billing questions/discrepancies. Asks for exceptions and extensions from the companies as needed. Maintains appropriate level of continuing education credits as applicable by state and license guidelines. Upholds agency guidelines, processes, and procedures in accordance with GreenState Insurances expectations Attends community, industry, and GreenState Insurance/Credit Union events. Performs additional assigned duties, as necessary. Qualifications 0-2 years of similar or related experience; insurance experience is preferred. High school diploma or the equivalent (i.e. GED) Property and Casualty Insurance license is required for the position. Must obtain within 30 days of hire date. Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand. Self-directed nature, ability to work independent of supervision, and ability to follow directions. Must be able to work in a high-pressured, fast paced environment with significant telephone and personal disruption. Ability to use personal computer, calculator, agency automation system, and proficiency in various software programs. Ability to coordinate and prioritize large, detailed project requirements and schedules. Good time management skills required to manage and complete multiple assignments at the same time. Strong analytical skills with excellent verbal, written and interpersonal communication skills. Must be able to use knowledge and analytical skills to make quick judgements in various situations without much guidance. Must be bondable. Reporting Relationship This position reports to Personal Lines Service Manager. Supervisory Responsibilities This position is not responsible for the supervision of others. Equal Opportunity Employment Statement GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union. PI0af3a0d4680e-6350
07/23/2026
Full time
GreenState Credit Union Junior Licensed Insurance Representative US-IA-North Liberty Job ID: # of Openings: 1 Category: GreenState Insurance GreenState Credit Union Overview The Junior Licensed Insurance Representative works closely with the License Insurance Repersentatives, Senior License Insurance Representatives, Insurance Processors Senior Account Managers, Account Managers, Licensed Insurance Agents, and Advisors. The primary duties of this position include accurate, timely and professional service to all members and staff of GreenState in daily transactions and inquiries. Provides information and answers to questions regarding GreenState Insurance products and services. This position is responsible for policy retention, member service and sales support. GREENSTATE CULTURE: At GreenState, our purpose is to create lasting value for our members, our communities, and one another. We empower our teams to create opportunities that strengthen financial well-being, transform lives, and enhance the vitality of the communities we serve. We know our success-now and in the future-is deeply rooted in fostering an engaging, diverse, and inclusive workplace where everyone knows they matter, their work makes an impact, and their everyday commitment to living our values is what brings our mission to life. Pay range for this hourly position is $20.97 - $24.52/hr with a progressive benefits package. Responsibilities Performs essential duties and responsibilities in the following areas which may include but are not limited to those listed and are subject to change. Adheres to the Credit Union's core values and Service Standards in conducting GreenState's mission and vision. Demonstrates a positive member service (internal and external) focus at all times. Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities. Ensures confidentiality of member information. Supports a diverse and inclusive work environment. Develops thorough understanding and working knowledge of the agency management system, insurance company sites, underwriting guidelines and eligibility requirements. Updates policy information as needed and requests exceptions, if necessary, from underwriting. Sends binders of insurance for the Producers/LIA's. Processes third party mortgagee changes and send declaration pages to mortgagee lenders upon request. Processes change requests sent by LIA's and contacts underwriting if necessary for exceptions, collects and sends any required documents and asks for extensions. Contacts underwriting if necessary for exceptions, collects and sends any required documents to the insured. Handles client email requests - process changes as requested, gather information to obtain a quote, provide advice regarding insurance products and services, submit claims, advise about claims process, calls out as needed to discuss policies. Sends binders of insurance for the Producers/LIA's. Sends cancellations and processes cancellation requests sent by Advisors, LIA's, SAM's, and Processors. Utilizes DocuSign to assist with sending and receiving signatures for insurance applications and cancellations. Researches and resolves billing questions/discrepancies. Asks for exceptions and extensions from the companies as needed. Maintains appropriate level of continuing education credits as applicable by state and license guidelines. Upholds agency guidelines, processes, and procedures in accordance with GreenState Insurances expectations Attends community, industry, and GreenState Insurance/Credit Union events. Performs additional assigned duties, as necessary. Qualifications 0-2 years of similar or related experience; insurance experience is preferred. High school diploma or the equivalent (i.e. GED) Property and Casualty Insurance license is required for the position. Must obtain within 30 days of hire date. Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand. Self-directed nature, ability to work independent of supervision, and ability to follow directions. Must be able to work in a high-pressured, fast paced environment with significant telephone and personal disruption. Ability to use personal computer, calculator, agency automation system, and proficiency in various software programs. Ability to coordinate and prioritize large, detailed project requirements and schedules. Good time management skills required to manage and complete multiple assignments at the same time. Strong analytical skills with excellent verbal, written and interpersonal communication skills. Must be able to use knowledge and analytical skills to make quick judgements in various situations without much guidance. Must be bondable. Reporting Relationship This position reports to Personal Lines Service Manager. Supervisory Responsibilities This position is not responsible for the supervision of others. Equal Opportunity Employment Statement GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union. PI0af3a0d4680e-6350
Carolina Restoration Services of North Carolina Inc
Morrisville, North Carolina
Employment type: Full-time Exempt Hours: 7:00am-4:00pm Monday - Friday (hours may vary) and after-hours as needed Benefits: Excellent benefits package including: Health, Vision, Dental insurance Retirement plan with company match Paid time-off Paid holidays The Emergency Services Project Manager is responsible for responding to and managing emergency mitigation projects, both residential and commercial, resulting in property damage caused by water, fire, smoke, wind, and other natural disasters. This position requires the ability to simultaneously manage multiple emergency mitigation projects at various stages of mitigation and dry-out. It requires job site visits, customer interactions, scheduling crews and is responsibility for overseeing water extraction, demo/clean-up, board-up, structural dry-out and jobsite safety. The ideal candidate will have prior experience in the mitigation/restoration industry. Just as important is demonstrating superior customer service skills, the ability to manage crews in a positive manner as well as provide timely communication, maintain current job status notes digitally and obtain all required job specific documentation and payments. In addition, have a positive attitude, demonstrated leadership skills, and be organized, motivated, detail oriented, customer focused and a problem solver. The position requires working a fter hours/on-call beyond your normal workday. This may mean nights, weekends and/or holidays . As well as occasional overnight travel to assist with storm related emergency mitigation operations. Overall Responsibilities: Professionally represent the company's Purpose and Core Values Assess damages as needed to create professional, well organized, thorough estimates within designated time frames using Xactimate. Adhere to company SOP's, including accurate job costing, homeowner communications and job notations in DASH. Provide timely communications with customers, insurance adjusters and agents. Organize and manage multiple emergency service mitigation projects simultaneously. Create invoices for completed jobs and submit per company invoicing protocol. Maintain acceptable sales levels and profit margins. Responsible for managing crews, overseeing quality and ensuring excellent customer service. Generate daily Work Orders; assign jobs and coordinate crews. Assure all team members are working according to industry standards and protocols. Make sure the job site is broom clean, safe, and secure at all times. Be available for on-call emergency services and after-hours work on a rotational basis. Physical Demands: Medium Work - Exerting up to 50lbs of force occasionally and/or up to 30 pounds of force frequently or up to 10lbs of force constantly to lift, carry, push, pull, or otherwise move objects, including the human body. In addition: Standing - For sustained periods of time Walking - Moving about on foot to accomplish tasks, particularly for long distances or moving from one work site to another. Climbing - Ascending or descending ladders, stairs, scaffolding, ramps, poles and the like, using feet and legs and/or hands and arms. Balancing - Maintaining body equilibrium to prevent falling. Stooping - Bending body downward and forward by bending spine at the waist. Kneeling - Bending legs at knee to come to a rest on knee or knees. Crouching - Bending body downward and forward by bending leg and spine. Crawling - Moving about on hands and knees or hands and feet. Fine Manipulation - Picking, pinching, typing or otherwise working, primarily with fingers rather than the whole hand as in handling. Repetitive Motion - Substantial movements (motions) of the wrists, hands, and/or fingers. Grasping - Applying pressure to an object with the fingers and palm. Talking - Expressing or exchanging ideas by means of the spoken word to others accurately and quickly when necessary. Hearing - Receiving detailed information through oral communication at normal speaking levels with or without correction. Vision - Close visual acuity to perform activities such as preparing and analyzing data and figures, transcribing, viewing a computer monitor, and reading with or without correction. Visual acuity to operate a motor vehicle and determine the accuracy, neatness and thoroughness of work performed with or without correction. Work environment: Generally, work is performed at various jobsites as necessary to supervise safety and quality of work being performed. Sometime being in an office environment is required to complete paperwork. Activities occur inside and outside and subject to: Weather and temperature changes. Noise Hazards such as moving vehicles, proximity to moving mechanical parts, electrical current, high places, high heat and exposure to chemicals. Atmospheric conditions such as; fumes, odors, dust, mists, gases or poor ventilation Close quarters: crawl spaces, small, enclosed rooms, attics, etc. Job Qualifications: 5+ years' experience handling emergency mitigation services in residential/commercial property restoration. 5+ years in the insurance property restoration industry Project management experience in the construction or insurance property restoration IICRC certifications in WRT and ASD Well versed writing insurance claim estimates using Xactimate estimating software. Proficiency in Xactimate Intermediate Microsoft Office user; Excel, Word, and Outlook Experience with DASH software a PLUS! Ability to lead/motivate and manage others on a daily basis in a positive manner. Effective organizational, stress and time management skills; proven ability to multi-task Excellent communication skills with people from all walks of life Professional appearance and demeanor Self-motivated, responsible, and accountable Ability to work after hours/on-call on a rotational basis as well as occasional overnight travel This is not an all-inclusive list of every job duty affiliated with the Emergency Services Project Manager position and is subject to change. All employees must pass a pre-employment drug screen, background screening, and reference check. All employees must have a valid driver's license and a clean driving record. Equal Opportunity Workplace. PI4c3bc7ace5-
07/16/2026
Full time
Employment type: Full-time Exempt Hours: 7:00am-4:00pm Monday - Friday (hours may vary) and after-hours as needed Benefits: Excellent benefits package including: Health, Vision, Dental insurance Retirement plan with company match Paid time-off Paid holidays The Emergency Services Project Manager is responsible for responding to and managing emergency mitigation projects, both residential and commercial, resulting in property damage caused by water, fire, smoke, wind, and other natural disasters. This position requires the ability to simultaneously manage multiple emergency mitigation projects at various stages of mitigation and dry-out. It requires job site visits, customer interactions, scheduling crews and is responsibility for overseeing water extraction, demo/clean-up, board-up, structural dry-out and jobsite safety. The ideal candidate will have prior experience in the mitigation/restoration industry. Just as important is demonstrating superior customer service skills, the ability to manage crews in a positive manner as well as provide timely communication, maintain current job status notes digitally and obtain all required job specific documentation and payments. In addition, have a positive attitude, demonstrated leadership skills, and be organized, motivated, detail oriented, customer focused and a problem solver. The position requires working a fter hours/on-call beyond your normal workday. This may mean nights, weekends and/or holidays . As well as occasional overnight travel to assist with storm related emergency mitigation operations. Overall Responsibilities: Professionally represent the company's Purpose and Core Values Assess damages as needed to create professional, well organized, thorough estimates within designated time frames using Xactimate. Adhere to company SOP's, including accurate job costing, homeowner communications and job notations in DASH. Provide timely communications with customers, insurance adjusters and agents. Organize and manage multiple emergency service mitigation projects simultaneously. Create invoices for completed jobs and submit per company invoicing protocol. Maintain acceptable sales levels and profit margins. Responsible for managing crews, overseeing quality and ensuring excellent customer service. Generate daily Work Orders; assign jobs and coordinate crews. Assure all team members are working according to industry standards and protocols. Make sure the job site is broom clean, safe, and secure at all times. Be available for on-call emergency services and after-hours work on a rotational basis. Physical Demands: Medium Work - Exerting up to 50lbs of force occasionally and/or up to 30 pounds of force frequently or up to 10lbs of force constantly to lift, carry, push, pull, or otherwise move objects, including the human body. In addition: Standing - For sustained periods of time Walking - Moving about on foot to accomplish tasks, particularly for long distances or moving from one work site to another. Climbing - Ascending or descending ladders, stairs, scaffolding, ramps, poles and the like, using feet and legs and/or hands and arms. Balancing - Maintaining body equilibrium to prevent falling. Stooping - Bending body downward and forward by bending spine at the waist. Kneeling - Bending legs at knee to come to a rest on knee or knees. Crouching - Bending body downward and forward by bending leg and spine. Crawling - Moving about on hands and knees or hands and feet. Fine Manipulation - Picking, pinching, typing or otherwise working, primarily with fingers rather than the whole hand as in handling. Repetitive Motion - Substantial movements (motions) of the wrists, hands, and/or fingers. Grasping - Applying pressure to an object with the fingers and palm. Talking - Expressing or exchanging ideas by means of the spoken word to others accurately and quickly when necessary. Hearing - Receiving detailed information through oral communication at normal speaking levels with or without correction. Vision - Close visual acuity to perform activities such as preparing and analyzing data and figures, transcribing, viewing a computer monitor, and reading with or without correction. Visual acuity to operate a motor vehicle and determine the accuracy, neatness and thoroughness of work performed with or without correction. Work environment: Generally, work is performed at various jobsites as necessary to supervise safety and quality of work being performed. Sometime being in an office environment is required to complete paperwork. Activities occur inside and outside and subject to: Weather and temperature changes. Noise Hazards such as moving vehicles, proximity to moving mechanical parts, electrical current, high places, high heat and exposure to chemicals. Atmospheric conditions such as; fumes, odors, dust, mists, gases or poor ventilation Close quarters: crawl spaces, small, enclosed rooms, attics, etc. Job Qualifications: 5+ years' experience handling emergency mitigation services in residential/commercial property restoration. 5+ years in the insurance property restoration industry Project management experience in the construction or insurance property restoration IICRC certifications in WRT and ASD Well versed writing insurance claim estimates using Xactimate estimating software. Proficiency in Xactimate Intermediate Microsoft Office user; Excel, Word, and Outlook Experience with DASH software a PLUS! Ability to lead/motivate and manage others on a daily basis in a positive manner. Effective organizational, stress and time management skills; proven ability to multi-task Excellent communication skills with people from all walks of life Professional appearance and demeanor Self-motivated, responsible, and accountable Ability to work after hours/on-call on a rotational basis as well as occasional overnight travel This is not an all-inclusive list of every job duty affiliated with the Emergency Services Project Manager position and is subject to change. All employees must pass a pre-employment drug screen, background screening, and reference check. All employees must have a valid driver's license and a clean driving record. Equal Opportunity Workplace. PI4c3bc7ace5-
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. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity Help members protect what matters most while building a rewarding career in insurance sales. As a Life Solutions Specialist, you'll play a critical role in helping members achieve financial security by identifying life insurance needs, delivering personalized recommendations, and guiding members toward solutions that align with their goals. This is a high-volume, sales-focused inbound contact center role where success comes from combining consultative sales skills, relationship building, and a commitment to exceptional member service. If you thrive in a fast-paced environment, are motivated by sales performance, and enjoy helping customers make important financial decisions, this opportunity offers a meaningful and rewarding career path. We recognize that top insurance professionals bring different levels of experience and expertise, and our interview process is designed to identify the best fit within our Life Solutions career path. Based on your background, performance, and qualifications, you may be considered for a higher-level role with expanded compensation and earning potential. We offer a flexible work environment that requires employees to work onsite five days per week, with the opportunity to transition to a hybrid schedule after six months. This position is based in either our Tampa, FL or Phoenix, AZ campus. Relocation assistance is not available. Work Hours: Monday - Friday / 7:30am - 7:00pm (CST) An 8-hour shift will fall within these hours This role is required to be in office 5 days per week, with potential hybrid opportunity after 6 months. What You'll Do Engage with current and prospective members through a high volume of inbound and outbound interactions, including phone calls, email, video appointments, and other communication channels. Build rapport and uncover member needs by conducting thorough fact-finding conversations focused on life events, financial priorities, and protection goals. Deliver consultative recommendations for life insurance and related protection solutions tailored to each member's unique circumstances. Educate members on insurance products, coverage options, estate planning considerations, and enhanced protection solutions, including long-term care products. Drive sales by confidently presenting recommendations, overcoming objections, and helping members take action to protect their financial future. Identify opportunities to cross-sell or refer members to additional financial solutions when appropriate. Complete follow-up outreach to nurture opportunities, advance sales conversations, and support retention and acquisition efforts. Stay informed on industry trends, economic conditions, and legislative developments that may impact members' insurance and financial planning needs. Consistently achieve performance expectations related to sales, member experience, productivity, quality, and compliance. Serve as a resource and mentor to less experienced team members by providing guidance, support, and best practices. What you have: High School diploma or GED. Active Life insurance license (or ability to maintain required licensing). At least 1 year of life insurance sales, financial services, or related sales experience. Strong verbal and written communication skills with the ability to build trust quickly in a virtual environment. Proven ability to learn complex concepts and translate them into meaningful member conversations. Experience handling multiple priorities, meeting deadlines, and navigating multiple systems simultaneously. Strong problem-solving, negotiation, and objection-handling skills. Ability to perform effectively in a goal-oriented, metrics-driven environment. Successful completion of a job-related assessment may be required. What sets you apart: 2+ years of life insurance sales experience with a demonstrated track record of success. 1+ year of experience in a contact center or high-volume telephone sales environment. Experience meeting or exceeding sales goals, conversion metrics, and productivity targets. CLU (Chartered Life Underwriter) designation or comparable credential. Military experience or experience supporting military members and their families as a military spouse or domestic partner. Compensation range: The salary range for this position is: $45,470.00 - $105,420.00. 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.
07/13/2026
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. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity Help members protect what matters most while building a rewarding career in insurance sales. As a Life Solutions Specialist, you'll play a critical role in helping members achieve financial security by identifying life insurance needs, delivering personalized recommendations, and guiding members toward solutions that align with their goals. This is a high-volume, sales-focused inbound contact center role where success comes from combining consultative sales skills, relationship building, and a commitment to exceptional member service. If you thrive in a fast-paced environment, are motivated by sales performance, and enjoy helping customers make important financial decisions, this opportunity offers a meaningful and rewarding career path. We recognize that top insurance professionals bring different levels of experience and expertise, and our interview process is designed to identify the best fit within our Life Solutions career path. Based on your background, performance, and qualifications, you may be considered for a higher-level role with expanded compensation and earning potential. We offer a flexible work environment that requires employees to work onsite five days per week, with the opportunity to transition to a hybrid schedule after six months. This position is based in either our Tampa, FL or Phoenix, AZ campus. Relocation assistance is not available. Work Hours: Monday - Friday / 7:30am - 7:00pm (CST) An 8-hour shift will fall within these hours This role is required to be in office 5 days per week, with potential hybrid opportunity after 6 months. What You'll Do Engage with current and prospective members through a high volume of inbound and outbound interactions, including phone calls, email, video appointments, and other communication channels. Build rapport and uncover member needs by conducting thorough fact-finding conversations focused on life events, financial priorities, and protection goals. Deliver consultative recommendations for life insurance and related protection solutions tailored to each member's unique circumstances. Educate members on insurance products, coverage options, estate planning considerations, and enhanced protection solutions, including long-term care products. Drive sales by confidently presenting recommendations, overcoming objections, and helping members take action to protect their financial future. Identify opportunities to cross-sell or refer members to additional financial solutions when appropriate. Complete follow-up outreach to nurture opportunities, advance sales conversations, and support retention and acquisition efforts. Stay informed on industry trends, economic conditions, and legislative developments that may impact members' insurance and financial planning needs. Consistently achieve performance expectations related to sales, member experience, productivity, quality, and compliance. Serve as a resource and mentor to less experienced team members by providing guidance, support, and best practices. What you have: High School diploma or GED. Active Life insurance license (or ability to maintain required licensing). At least 1 year of life insurance sales, financial services, or related sales experience. Strong verbal and written communication skills with the ability to build trust quickly in a virtual environment. Proven ability to learn complex concepts and translate them into meaningful member conversations. Experience handling multiple priorities, meeting deadlines, and navigating multiple systems simultaneously. Strong problem-solving, negotiation, and objection-handling skills. Ability to perform effectively in a goal-oriented, metrics-driven environment. Successful completion of a job-related assessment may be required. What sets you apart: 2+ years of life insurance sales experience with a demonstrated track record of success. 1+ year of experience in a contact center or high-volume telephone sales environment. Experience meeting or exceeding sales goals, conversion metrics, and productivity targets. CLU (Chartered Life Underwriter) designation or comparable credential. Military experience or experience supporting military members and their families as a military spouse or domestic partner. Compensation range: The salary range for this position is: $45,470.00 - $105,420.00. 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. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity Help members protect what matters most while building a rewarding career in insurance sales. As a Life Solutions Specialist, you'll play a critical role in helping members achieve financial security by identifying life insurance needs, delivering personalized recommendations, and guiding members toward solutions that align with their goals. This is a high-volume, sales-focused inbound contact center role where success comes from combining consultative sales skills, relationship building, and a commitment to exceptional member service. If you thrive in a fast-paced environment, are motivated by sales performance, and enjoy helping customers make important financial decisions, this opportunity offers a meaningful and rewarding career path. We recognize that top insurance professionals bring different levels of experience and expertise, and our interview process is designed to identify the best fit within our Life Solutions career path. Based on your background, performance, and qualifications, you may be considered for a higher-level role with expanded compensation and earning potential. We offer a flexible work environment that requires employees to work onsite five days per week, with the opportunity to transition to a hybrid schedule after six months. This position is based in either our Tampa, FL or Phoenix, AZ campus. Relocation assistance is not available. Work Hours: Monday - Friday / 7:30am - 7:00pm (CST) An 8-hour shift will fall within these hours This role is required to be in office 5 days per week, with potential hybrid opportunity after 6 months. What You'll Do Engage with current and prospective members through a high volume of inbound and outbound interactions, including phone calls, email, video appointments, and other communication channels. Build rapport and uncover member needs by conducting thorough fact-finding conversations focused on life events, financial priorities, and protection goals. Deliver consultative recommendations for life insurance and related protection solutions tailored to each member's unique circumstances. Educate members on insurance products, coverage options, estate planning considerations, and enhanced protection solutions, including long-term care products. Drive sales by confidently presenting recommendations, overcoming objections, and helping members take action to protect their financial future. Identify opportunities to cross-sell or refer members to additional financial solutions when appropriate. Complete follow-up outreach to nurture opportunities, advance sales conversations, and support retention and acquisition efforts. Stay informed on industry trends, economic conditions, and legislative developments that may impact members' insurance and financial planning needs. Consistently achieve performance expectations related to sales, member experience, productivity, quality, and compliance. Serve as a resource and mentor to less experienced team members by providing guidance, support, and best practices. What you have: High School diploma or GED. Active Life insurance license (or ability to maintain required licensing). At least 1 year of life insurance sales, financial services, or related sales experience. Strong verbal and written communication skills with the ability to build trust quickly in a virtual environment. Proven ability to learn complex concepts and translate them into meaningful member conversations. Experience handling multiple priorities, meeting deadlines, and navigating multiple systems simultaneously. Strong problem-solving, negotiation, and objection-handling skills. Ability to perform effectively in a goal-oriented, metrics-driven environment. Successful completion of a job-related assessment may be required. What sets you apart: 2+ years of life insurance sales experience with a demonstrated track record of success. 1+ year of experience in a contact center or high-volume telephone sales environment. Experience meeting or exceeding sales goals, conversion metrics, and productivity targets. CLU (Chartered Life Underwriter) designation or comparable credential. Military experience or experience supporting military members and their families as a military spouse or domestic partner. Compensation range: The salary range for this position is: $45,470.00 - $105,420.00. 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.
06/30/2026
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. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity Help members protect what matters most while building a rewarding career in insurance sales. As a Life Solutions Specialist, you'll play a critical role in helping members achieve financial security by identifying life insurance needs, delivering personalized recommendations, and guiding members toward solutions that align with their goals. This is a high-volume, sales-focused inbound contact center role where success comes from combining consultative sales skills, relationship building, and a commitment to exceptional member service. If you thrive in a fast-paced environment, are motivated by sales performance, and enjoy helping customers make important financial decisions, this opportunity offers a meaningful and rewarding career path. We recognize that top insurance professionals bring different levels of experience and expertise, and our interview process is designed to identify the best fit within our Life Solutions career path. Based on your background, performance, and qualifications, you may be considered for a higher-level role with expanded compensation and earning potential. We offer a flexible work environment that requires employees to work onsite five days per week, with the opportunity to transition to a hybrid schedule after six months. This position is based in either our Tampa, FL or Phoenix, AZ campus. Relocation assistance is not available. Work Hours: Monday - Friday / 7:30am - 7:00pm (CST) An 8-hour shift will fall within these hours This role is required to be in office 5 days per week, with potential hybrid opportunity after 6 months. What You'll Do Engage with current and prospective members through a high volume of inbound and outbound interactions, including phone calls, email, video appointments, and other communication channels. Build rapport and uncover member needs by conducting thorough fact-finding conversations focused on life events, financial priorities, and protection goals. Deliver consultative recommendations for life insurance and related protection solutions tailored to each member's unique circumstances. Educate members on insurance products, coverage options, estate planning considerations, and enhanced protection solutions, including long-term care products. Drive sales by confidently presenting recommendations, overcoming objections, and helping members take action to protect their financial future. Identify opportunities to cross-sell or refer members to additional financial solutions when appropriate. Complete follow-up outreach to nurture opportunities, advance sales conversations, and support retention and acquisition efforts. Stay informed on industry trends, economic conditions, and legislative developments that may impact members' insurance and financial planning needs. Consistently achieve performance expectations related to sales, member experience, productivity, quality, and compliance. Serve as a resource and mentor to less experienced team members by providing guidance, support, and best practices. What you have: High School diploma or GED. Active Life insurance license (or ability to maintain required licensing). At least 1 year of life insurance sales, financial services, or related sales experience. Strong verbal and written communication skills with the ability to build trust quickly in a virtual environment. Proven ability to learn complex concepts and translate them into meaningful member conversations. Experience handling multiple priorities, meeting deadlines, and navigating multiple systems simultaneously. Strong problem-solving, negotiation, and objection-handling skills. Ability to perform effectively in a goal-oriented, metrics-driven environment. Successful completion of a job-related assessment may be required. What sets you apart: 2+ years of life insurance sales experience with a demonstrated track record of success. 1+ year of experience in a contact center or high-volume telephone sales environment. Experience meeting or exceeding sales goals, conversion metrics, and productivity targets. CLU (Chartered Life Underwriter) designation or comparable credential. Military experience or experience supporting military members and their families as a military spouse or domestic partner. Compensation range: The salary range for this position is: $45,470.00 - $105,420.00. 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.
