Intermediate Health Solutions Specialist at USAA

Posted in Insurance about 2 hours ago.

Type: Full Time
Location: Colorado Springs, Colorado





Job Description:

Why USAA?

Let's do something that really matters.

At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members.

We believe in our core values of honesty, integrity, loyalty and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special!

The Opportunity

We are seeking a dedicated Health Solutions Specialist to ensure the financial security of our membership by facilitating the acquisition and retention of health insurance, dental/vision insurance, long term care solutions, and related products.

This role requires an individual to be in one of the following locations: San Antonio, TX; Phoenix, AZ; Colorado Springs, CO or Tampa, FL 5 days per week during our operating hours Monday - Friday, 7:30 am - 8:00 pm Central time. A Hybrid work schedule is possible after 6mts. Relocation assistance is not available for this position.

What you'll do:


  • Receives inquiry or request for advice or service from current members through various channels, including phone calls, emails, and faxes.

  • Asks questions to discover key information and life events and understand need or problem. Documents relevant information.

  • Recognizes life events, understands and assesses the member's needs, financial situation, and goals.

  • Makes recommendation(s) and motivates member to take action on recommendation(s). Overcomes objections using advanced sales techniques and persuasion skills and implements recommendation(s).

  • Educates the member on how regulatory changes will impact a product.

  • Articulates benefits and motivates the member to acquire and/or retain various health products through inbound and outbound member communications.

  • May provide limited member servicing support.

  • Ensures adherence to company and regulatory practices.

  • Supports enterprise business goals through the achievement of individual referral and product acquisition goals.

  • Employees in Health Solutions acquire and apply advanced knowledge of complex health insurance and Medicare solutions, dental and vision insurance, and long term care solutions to assist members with choosing and managing the best products for their needs.

  • Employees in Health Solutions work with brokered products and act as an agent for the member.

  • Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

Training Schedule

  • Schedule is Monday through Friday 8:30 am - 5 pm CST.

Work Schedule


  • Availability to work an 8 hour shift anytime during our operating hours Monday - Friday, 7:00 am - 8:00 pm CST

  • Must be available during open enrollment (October -December)

What you have:


  • High School diploma or GED

  • Must have a current Life and Health (Group 1) license

  • Required annual completion of AHIP and Broker/Carrier appointments.

  • 1+ years customer service/sales experience

What sets you apart:


  • 2+ years of sales experience in call center environment

  • 1+ Customer service/sales experience in a health-related field

  • Prior experience with Medicare-related sales

  • Assisted Health Solutions with calls during the past AEP (Annual Election Period)

  • Recent experience working in life specialization AND health solutions at USAA

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 position. The hiring range for this position is: $47,820.00 - 75,240.00 USD.

Employees may be eligible for pay incentives based on overall corporate and individual performance or at the discretion of the USAA Board of Directors.

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.

To see details on our outstanding benefits, visit USAA Total Rewards.

Relocation assistance is not available for this position.

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.

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